Will the 'shared economy' pioneers be the next Twitter or Facebook?
The shared economy companiesĀ are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be...
492 Views
StubWorld: News Corp Trading "Cheap" As REA Flags Surprise Buyback
Despite the somewhat messier takeaways from the News Corp results, I'd still tilt to News Corp here. The stub ops still have superior forward...
253 Views
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...
CoStar's strong revenue growth, high customer retention rates, and investments in building a two-sided marketplace raise questions about future...
316 Views
Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat
Casey's research report on unique business model with fresh food offerings and pizza sales released, Federal Reserve likely to reduce interest...
1.4k Views
Merger Arb Mondays (04 Aug) - Santos, Joy City, HKBN, Krosaki Harima, Fujitec, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
597 Views