Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
1.2k Views
Mercari Inc (4385 JP): Steep Decline in Price Appears Unwarranted Given Positive Outlook on OP
Contrary to our views, Mercari Inc (4385 JP)'s stock tumbled 36% following the announcement of its latest fiscal year results. The stock now trades...
771 Views
Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
548 Views
McKinsey AI Economic Impact, China Seeks AI Domination, Microsoft's AI Roadmap - AI Readings
McKinsey models an AI future and sees growth:The McKinsey Global Institute published a report that attempts to simulate the impact of AI on the...
372 Views
Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
587 Views