Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
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Snap: Forget Twitter, Look Out Facebook
We continue to push Snap as a core long...and are probably even more bullish today then we were a year ago. Facebook's market cap is 10x Snap's. We...
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U.S. Equity Strategy: SPX 4400 Target In Sight
The S&P 500 remains bullish, progressing past our first target of 4350 and now on its way to our next target of 4400-4406. As long as 4257-4275...
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Weekly Innovation Review (WIRE) #35
Headline developments are all up in the air this week, starting with United Airlines (UAL) who have signed an agreement with Boom Supersonic
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TMT Weekly: 3 Things that Stood Out The Week of 6/4/2021 (Non-AMC Edition)
Palantir's general level of ridiculousness hits another level, Twitter discovers business models invented 4-5 years ago, and work from home keeps...
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