TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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ANGI: Surprisingly Resilient
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
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Match: Closing Out the Short
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
369 Views
Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US) a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
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Kingsoft Cloud IPO: Valuation Insights
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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