Ximalaya IPO Preview - Creating the Joe Rogans of China
Ximalaya is the largest online audio platform in China which is getting ready to complete its IPO in the next several weeks.
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Weekly Innovation Review (WIRE) #30
Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a...
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Amazon 1Q21: The Fastest Growing Business in the World
Amazon’s businesses are booming. Retail is on a $400B runrate growing 45%. AWS $54B, growing 32%, Advertising $25B, growing 73%. We think the...
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Japan Telecom Sector: FY21 Will Be Tougher and More Competitive but Returns Can Still Rise
FY21 will be a tough year for mobile with 5% service revenue erosion but new services provide some offset and returns to shareholders can still...
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Spotify 1Q21 Earnings: What Is an Audio Platform Worth? 2-3x Sales?
Spotify printed a 1Q21 miss on MAUs and mediocre guidance update for 2021. Spotify is one of the worst business models of a large cap TMT company...
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