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