Weekly Stock Bullfinder - Week of 7/25
Technology bellwethers Microsoft, Alphabet, and Apple will all report earnings this week which will be closely dissected and produce market moving...
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China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh
Tencent follows new game law in school summer vacation. Tencent and NetEase did not get new game licenses for the third time this year. Kingsoft...
866 Views
Pure Storage (PSTG): Market Leader Facing Commoditization of Its Products
Market share losses are likely occurring and the "recurring revenue STaaS" story may be decelerating amidst competition, pricing pressure, and...
493 Views
Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules
ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...
627 Views
SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
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