3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
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TMT Weekly: 3 Things that Stood Out The Week of 10/16/2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
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Yalla Group IPO Valuation
Yalla Group Ltd (YALA US) is the largest voice-centric social networking and entertainment platform in the Middle East and North Africa (MENA)...
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How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
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SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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