Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
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Spotify 2Q20 Earnings: Purple Haze
Purple haze, all in my brainLately things don't seem the sameActin' funny, but I don't know why'Scuse me while I kiss the skySpotify’s market cap...
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TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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TMT Weekly: 3 Things that Stood Out The Week of 7/3/2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
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Facebook Enters into a Licensing Deal with Saregama to Further Expand Its Foothold in India
Facebook Inc A (FB US) announced last week that it had entered into a global licensing deal with India’s Saregama India (SARE IN) , one of the...
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