Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
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Enron Revisited, Esports to Broaden Gaming Market…
Trump’s confrontations with China and Amazon are addressing economic taboos which Washington has long chosen to ignore and trampling over the army...
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Bilibili IPO Valuation: A Grand Risk Seems in Order
Bilibili Inc (BILI US) is a Chinese online video platform themed around anime, manga, and game fandom. Last week, it announced its IPO price range...
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Sea Ltd: "Emerging Growth" Company Part II
During conference call, management of Sea Ltd (SE US) unveiled 2018 guidance after delivering a slight beat on 4Q17 results. Despite surging GMV,...
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How the Growth of Watching Games and Microtransactions Reinforces Moats
Since their birth over 50 years ago, video games have continued to evolve from the arcade to home consoles to more recently the small screen. The...
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