Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
1.6k Views
Non-SGX Report: Silverlake Axis: Lake Shrinked but New Ponds Are Forming
These equity research reports are not written by the SGX. SGX supports the distribution of the research reports by external contributors. Please...
44 Views
U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
210 Views
Non-SGX Report: Silverlake Axis: Pivoting Through Tough Times
These equity research reports are not written by the SGX. SGX supports the distribution of the research reports by external contributors. Please...
34 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
1.3k Views