Reliance-TikTok: Possible Realisation of Mukesh Ambani’s Dream of a Technology-Driven Company
In our previous insight Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued , we discussed about...
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Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued
On 2nd August, Microsoft posted a blog post which stated that the company is “prepared to continue discussions to explore a purchase of TikTok in...
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AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
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Amazon 2Q20: Goliath Is Still….Cheap?
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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