Beyond 280 #6 | Zomato (Zomato IN) - Conversation with a Restaurant Chain E-Com Manager
We interact with E-Com manager of a large restaurant chain in South India with an objective to understand key demand drivers and current ordering...
337 Views
Amazon 4Q21: Donât Call It a Comeback, Weâve Been Here (Investing) For Years
Reaccelerating growth, better than expected margins and FCF in 2022-2023, and a catchup trade on the come. We reiterate Amazon as our Top 2022 long...
538 Views
Snapchat 4Q21: A Quick TurnaroundâŚAnd Why Facebook Didnât Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
531 Views
Facebook 4Q21: Trending on TikTok âHow to Lose $200B in Market Capâ
TikTok's threat doesnât impact the wave of monetization opportunities related to commerce, messaging, and the metaverse. FB trading at the same...
356 Views
Keppel DC REIT (KDCREIT SP) - Imminent Lifting of SG Data Centre Moratorium and Its Implications
Singapore introduced a moratorium on new data centres which caused incumbents to recalibrate their strategy. With the moratorium expected to be...
610 Views