The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
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TMT Weekly: 3 Things that Stood Out The Week of 6/​​​19/​​​2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers  - with at least...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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