MercadoLibre (MELI US): Chinks in the Digital Armour
2Q20 results from MercadoLibre Inc (MELI US) were a mixed bag and reflect the challenges as much as the opportunities of Covid-19 The big positive...
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Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
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Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
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Netflix 2Q20 Caution: Deceleration Ahead
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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Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
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