TMT Weekly: 3 Things that Stood Out The Week of 10/16/2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
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The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
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Media Nusantara Citra (MNCN IJ) - No Credit Given for Metamorphosis
Media Nusantara Citra (MNCN IJ) has seen an aggressive sell-off
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The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
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