CX Daily: Mounting Competition In China Comes At A Bad Time For Tesla
Tesla / Analysis: Mounting competition in China comes at a bad time for Tesla More of Tesla’s Chinese rivals are catching up in the sales race...
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Ola Electric Pre-IPO - Initial Thoughts on Valuation
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about our earnings forecast and valuations.
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the Leader
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
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Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
As I warned in November, Bloomberg reports today Elon Musk refused to rework disastrous loans Banks funded for him buy Twitter which have cost them...
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