Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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Facebook: Follow Up On Our Original Analysis Post Q3 Earnings
Facebook beat EPS estimates but missed revenue; the 200-day moving average which was strong support has been broken. $50bn share buyback to...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Facebook – Meh-Ta-Worse
While Meta as a name is predictable enough to not be as absurd as PWC’s attempt to rebrand itself as Monday all those years ago, we wonder whether...
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Weekly Innovation Review (WIRE) #55
Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...
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