SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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TMT Weekly: 3 Things that Stood Out The Week of 7/​10/​​​​​2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
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Double Down Interactive IPO Preview
Double Down Interactive (DDI US) is getting ready for an IPO on the NASDAQ exchange in the coming weeks. Double Down Interactive is a social...
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NetEase Secondary Listing: Coming Home
NetEase Inc (NTES US)Â is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019,...
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TMT Weekly: Â 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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