Weekly Innovation Review (WIRE) #51
Samsung (005930.KS) and Harvard University have published new research outlining the vision of copying the brain’s neuron...
284 Views
Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
262 Views
Affirm Holdings' Moat: Why World's Largest Retailers Want Affirm
The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies. Amazon and...
351 Views
Weekly Innovation Review (WIRE) #42
Headline Developments: Another bad week for Didi (DIDI) , with the stock plummeting a further 21% after Bloomberg reported that Chinese regulators...
201 Views
Understanding Alibaba, Why It's Better Than Amazon
Alibaba is entirely misunderstood by most investors. It is more an ecosystem than a company as I shall explain. Combine Amazon including AWS, Ebay,...
406 Views