BigCommerce: Stock Selloff Looks Finished As Valuation Hit $1.5 Billion
Our analysis suggests risk/reward for BigCommerce shares looks strong, and downside potential may be limited as BigCommerce stock is undervalued...
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GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
352 Views
Amazon 4Q21: Donât Call It a Comeback, Weâve Been Here (Investing) For Years
Reaccelerating growth, better than expected margins and FCF in 2022-2023, and a catchup trade on the come. We reiterate Amazon as our Top 2022 long...
534 Views
Snapchat 4Q21: A Quick TurnaroundâŚAnd Why Facebook Didnât Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
526 Views
Facebook 4Q21: Trending on TikTok âHow to Lose $200B in Market Capâ
TikTok's threat doesnât impact the wave of monetization opportunities related to commerce, messaging, and the metaverse. FB trading at the same...
352 Views