Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US)  "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
746 Views
India Payments | What Really Matters and Suggested Channel Checks
Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...
1.4k Views
Pinning a Narrow Moat Rating on the Pinterest Board
Profitability is in sight as we foresee Pinterest Inc (PINS US) taking a pinch out of the global digital advertising market.In our view, Pinterest,...
796 Views
Buy or Sell/Europe/Trade War/Huawei/Financial Services
China News That Matters Ride that A-Share wave. Until you can’t Europe looks East Change, China! You’ll thank us for it We’ll buy your gear -...
579 Views
NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
764 Views