Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
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Yongsan Electronics Market Visit: Shortage of Computer Graphics Cards Due to Cryptocurrencies Mining
I visited the Yongsan Electronics Market (the largest wholesale and retail electronics products market in Korea), located in central Seoul today....
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Okja: The Fight Between Netflix Vs. CJ CGV
Okja is a Netflix backed movie made by Bong JoonHo, a well-known Korean movie director. There is a fight regarding Okja between the global film...
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