LINE (3938) - This Is Not the Kitchen Sink You Are Looking For
Since writing my two insights describing how I thought betting on a LINE bump was not the best trade out there in Bump-Land, I have received no...
479 Views
Z Holdings [Alt Data]: PayPay Mall and PayPay Flea Market Continue to Disappoint
In our previous notes, we have continuously questioned Z Holdings (4689 JP)’ strategy of aggressively trying to expand its user growth in the...
438 Views
A LINE Bump - The Other Argument Against
Two weeks ago I wrote Market Is Pricing a LINE Bump - Should It? discussing the possibility, parameters, and likelihood of a bump in terms to LINE...
592 Views
Recruit Holdings [Alt Data]: Indeed’s Traffic Picks Up, But Weak Hiring Activity Could Hurt Recruit
A slowdown in the HR Technology business, which operates the two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is...
347 Views
Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
548 Views