The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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Deliveroo Part 6 - White Label Killed the Delivery Star
Deliveroo is at risk of getting disrupted because a large proportion of its orders/sales are from a small selection of chain restaurants — 10...
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Tesla Motors Inc: Come Hell or High Water
It is our view, that come hell or high-water, in 2019, Tesla Motors (TSLA US) will establish itself as the pre-eminent large-cap growth stock....
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Meituan Dianping – Is the Impressive Growth Sustainable?
Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY...
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GM & Vision Fund JV Highlights Tesla Inc. Is Significantly Undervalued; Stock Is Headed Higher
Today’s announcement by Softbank Group Corp (9984 JP) owned Vision Fund and General Motors Co (GM US) are positive developments for Tesla Motors...
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