Coupa 3Q21 Earnings: The Boy Who Cried Wolf
A great quarter vs. a overly conservative guide...and another overly conservative guide. We are long biased but at 40x forward sales for 11%...
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IGG: Deep Value or Value Trap?
Is Mr. Market being too pessimistic about IGG, which operates in a booming industry benefiting from the pandemic, or is he correct in terms of any...
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TikTok: Microsoft's "Console-Ation" Prize
The TikTok saga is far from over. Heck, by the time you read this, China or Trump may have e
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Accelerating Video Game Sales Growth in August and Strong Pre-Sale Interest for PS5
August video game sales was so
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Unity Software IPO Valuation Analysis
Unity Software Inc (U US) plans to complete its IPO in the coming days. The company is seeking to raise $1.05 billion in this IPO selling 25...
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