EBay to Sell Classifieds Business, A Valuation Close to US$10bn Seems Attainable
Following weeks of speculation, eBay finally announced on 21st February 2020 that it has been exploring potential value-creating opportunities for...
483 Views
Alibaba: The Growth Potential of International E-Commerce Operations Is Enticing
In our previous note, Alibaba (BABA US): Domestic E-Commerce Business Show Early Signs of Slowing Down – Quantamental, we mentioned that...
565 Views
Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
578 Views
2020 High Conviction - A Mercarific Holiday Season to All
As we look out to the new year, we review and update one of our very highest conviction calls for the long-term: Mercari. Having followed the name...
1.1k Views
India Payments | Paytm - A First Time Investor's Guide
Building on our earlier coverage on India India Payments | What Really Matters and Suggested Channel Checks , in this series, we provide a more...
794 Views