TMT Weekly: 3 Things that Stood Out The Week of 6/​​12/​​2020
This week we highlight Snapchat's platform ambitions, the rebound in social media ad dollars, and the conclusion (?) of the Grubhub deal...
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Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
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Recent Visa Rule Change Could Accelerate Decline in Number of Chinese Students/Scholars in US
The May 29 announcement of new restrictions on US visa issuance to Chinese nationals is not likely to have large direct impact on numbers of US...
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TMT Weekly:  3 Things that Stood Out The Week of 6/5/​​​2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
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