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,...
686 Views
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...
399 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...
645 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...
491 Views