GO (581A JP) IPO: The Investment Case
GO is Japan’s leading ride-hailing platform. It is seeking to raise up to JPY86.7 billion (US$549 million). In this note, I discuss the investment...
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New Decentralized Transport Modes Challenge UPS ... Some Low Quality... Yet, Response Needed
United Parcel Service Cl B (UPS US) and Fedex Corp (FDX US) are being disrupted in the trenches by Uber, Lyft and others, courtesy of Amazon.com...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Lalatech Files to List Shares in HK (Again) | See Financial and Operating Performance Through 2025
Lalatech a Chinese online freight platform, has once again submitted listing documents to HKEX. In this insight we review the company's latest...
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Silicon Stories D: Five Lessons from the Sharing Economy's Non-Starters
Startups are more likely to fail than succeed. Yet, failure is the mother of success, and there are many lessons we can take from these failed...
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