TMT Weekly: 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
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Weekly Innovation Review (WIRE) #37
Nassim Taleb, the celebrated Black Swan author and mathematician, has published a paper trashing bitcoin. In the paper, Taleb claims the...
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DiDi Chuxing Pre-IPO - Valuation
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
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Dingdong Maicai Pre-IPO - It's Still like a VC Bet but Probably Worth It
Dingdong Maicia (DDL US) (DM), a groceries on-demand e-commerce company, aims to raise up to US$357m via a US listing. It is backed by Tiger...
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TMT Weekly: FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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