Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
609 Views
Nutanix Buy This SaaS Transition at a Discount IV (Technicals, Management, Culture)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
410 Views
Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
492 Views
Korean Brokerages - Taking the First Steps to Price Investment Research
For the past three decades, the Korean brokerage industry has mostly followed the global investment banks in making investment research free for...
601 Views
Google - Stadia Stutters Out of the Gate
The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues...
530 Views