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Farfetch - FTCH US

Consumer DiscretionaryUnited Kingdom
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bullish•Tencent•27 Sep 2022 11:06

Tencent Investee Selldown - The US$120bn Global Overhang

There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...

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Sumeet Singh
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bullish•Palo Alto Networks•25 Aug 2022 02:56

TMT Quick Hits: Palo Alto Networks, Farfetch, Netflix

Palo Alto Networks produced an impressive FY4Q22 earnings, blowing out billings growth and showing an impressive display of...

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Aaron Gabin
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bullish•Forter•11 May 2022 19:31

Forter: New Products and Strong Partnerships Driving Growth for Fraud Solutions

Forter uses machine learning to detect fraud and approve online transactions in real-time. With surge in online shopping with COVID-19, the amount...

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bearish•Farfetch•01 Mar 2022 11:01

Earnings Quality Short Candidates: CELH, FTCH, WOLF, WMG

Earnings Quality shorts lead to idiosyncratic alpha.  Today, we show our model rankings and highlight CELH, FTCH, WOLF, WMG.

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bearish•FSN E-Commerce Ventures (Nykaa)•27 Oct 2021 14:55

FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste

FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.

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Sumeet Singh
132 Views
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