Social Platform Commerce in Southeast Asia: Basics, Key Dynamics and Opportunities
Social platforms and e-commerce platforms used to exist in a symbiosis where the former harnessed consumers’ attention and the latter offered goods...
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Weekly Stock Bullfinder - Week of 10/31
An interesting dynamic has emerged over the past few months with mega cap technology companies like Meta, Alphabet, and Amazon all seeing...
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META Platforms 3Q22: You Got to Keep ‘em Separated
We think the current trajectory for META is unsustainable. The company will lose talent soon if the stock doesn't start to work, which requires...
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Z Holdings (Neutral) - Quick Thoughts on the Read Across from Google, Meta, and CyberAgent
Industry ad revenue growth has disappointed which could put Z Holding's target of 5-10% growth at risk. Unique exposure to eCommerce monetization...
368 Views
Snap 3Q22: Tik Tik Tik (Tok) …BOOM
3rd 30% drop in a year? Any glimmer of hope? Still growing user base...but US engagement dropped 5% despite user growth +4%...we think its BeReal...
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