Silicon Stories #9: Coin on Bitcoins
With Bitcoins rising and then correcting sharply in value, MCorp Review was pretty impressed by the little interview made by the CEO...
390 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
229 Views
Media Reports: Alibaba-Backed Chinese 'Robovan' Maker Zelos Tech to Seek HK IPO, Could Raise US$600M
Chinese autonomous 'robovan' maker Zelos may soon seek an IPO in Hong Kong, according to recent media reports. We believe Zelos, an AV 'pure play',...
493 Views
Didi Q425 Results | China Biz Hums, International Losses Explode | Before an IPO, Didi Needs a Plan
Didi Q425 results showed a solid performance in China ridehailing and a shocking loss in the International segment. Management needs to formulate a...
422 Views
Full Truck Alliance Q425 Results: Q325 Change Hit Top-Line Growth, but Lifted OPM%; Buy near US$8
In Q425, top-line growth slowed, but OpInc margin improved dramatically. Trading on 15x forward Adjusted Net Income, and supported by healthy cash...
216 Views