Last Week in Event SPACE: Yahoo Japan, Chiyoda, Nexon, AHG, Misawa, Harbin Elect, Advanced Disposal
Last Week in Event SPACE ... The explanation in the Yahoo Japan (4689 JP)'s announcement document for WHY the transaction is occurring is...
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Lyft: Can a Short Stampede Into the Latest Unicorn IPO Give This Stock an Uber-Squeezy Lyft?
In Uber: Weak Marginal Profits and Didi's Assualt on Latin America we offhandedly suggested that Lyft Inc (LYFT US) could be tactically interesting...
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Uber: Lyft 1Q Sheds No Positive Light on Upcoming IPO
After the close on the 7th US time Lyft Inc (LYFT US) announced its 1Q numbers, emphasising 95% YoY revenue growth and broad YoY improvements in...
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Narrow-Moat Uber's IPO Looks Attractive to Us
We still value the company at $110 billion, or $58 per share, as Uber Eats is outperforming our expectations. Uber Technologies (0084207D US)' Moat...
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Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
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