Amazon’s Grubhub Deal Worse for DoorDash than Uber
Amazon's deal with TKWY's Grubhub is great for Prime members... and not great for DoorDash investors, whose fledgling Dashpass subscription has...
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Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
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Is Grubhub’s Uncertain Future Opportunity for Uber?
We think TKWY's fumbling of the Grubhub acquisition is an opportunity for Uber to revisit a strategically sound combination proposed in 2020...for...
342 Views
Grab (GRAB US) - Mapping Out a More Prudent Future
Grab continues to innovate and adapt to more challenging times, with a focus on moving toward profitability with ongoing efforts to reduce...
582 Views
Amplitude: Valuations Look Attractive and Growth Catalysts May Materialize in CY22
Amplitude remains well-positioned as one of the leaders in product analytics with an opportunity to convert more GA enterprise customers to...
435 Views