Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
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Do You Buy Snap or Facebook or Both?
Snapchat blew up on earnings last week, Facebook followed. We think both merit buying; Snapchat will revert to 50%+ growth, while Facebook is too...
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Weekly Innovation Review (WIRE) #55
Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...
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Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
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