The Month the World Stood Still - A Novice Small Business Guide to Avoiding a Long Recession
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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Slack in the Guidance: 4Q20 Earnings Review
15! That was the number of times Microsoft Teams was mentioned on Slack’s 4Q20 earnings call. This quarter saw a billings beat, which was likely...
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TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Alibaba (BABA) | COVID-19 and the Great India Opportunity - An On Ground Perspective
The Coronavirus is an opportunity for a lot of India's fully integrated exporters and there is a high probability that a lot of exporters are...
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