How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
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Amazon 2Q20: Goliath Is Still….Cheap?
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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Keeping It in the Family: Why Familymart Is Worth so Much More to Itochu
Itochu's plans for Familymart are about a lot more than control – it has had effective control for years anyway. There is a much bigger story: the...
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Tencent – Well Timed Transaction
*Another Material Developments At Afterpay:Â Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...
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TMT Weekly:  3 Things that Stood Out The Week of 7/24/​​​2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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