Facebook 4Q20: Trying to Take a Bite Out of the Apple
Facebook printed a extremely strong quarter and commentary regarding potential overhangs from Apple and tough comps is just Facebook talking down...
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Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
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Facebook: Apple Threat Fact or Fiction?
Facebook has been complaining publicly the past two weeks about how Apple's impending privacy restrictions will hurt small businesses. We doubt it...
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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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