Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US) a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
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Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
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Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle
iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...
351 Views
The Week That Was in ASEAN@Smartkarma- Indonesian Healthcare, Singapore REITs, and Regional Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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