Youdao: VC Investments in Online Learning Validate Robust Growth Outlook, Raise FV to US$48.2 (+29%)
Baidu-backed online education startup, Zuoyebang, just raised US$750mn in its Series E giving it a valuation north of US$6.5bn. This happened just...
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Smartkarma Originals
Short-Sell Strategies – How to Get Teflon Coated?
This insight has been produced jointly by Shifara Samsudeen, ACMA, CGMA ​and Supun Walpola ​at LightStream Research ​ In this Smartkarma...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
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