Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
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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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Uber IPO: Its Sprawling Empire And Battle Lines (Part 3)
Although Uber aims to be an Amazon for transport, we will focus on the ride-hailing market in part 3 of this series. Here, we try to answer the...
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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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Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)
In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...
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