Amazon 1Q21: The Fastest Growing Business in the World
Amazon’s businesses are booming. Retail is on a $400B runrate growing 45%. AWS $54B, growing 32%, Advertising $25B, growing 73%. We think the...
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Coursera: Back to School
Coursera, an online education platform will see its business model decelerate faster than expected. Downside risks around regulation and...
480 Views
Climate Pledges: Promise and Potential for Planet and Profit... But the Devil Is in the Details
Companies announce net-zero climate pledges daily, but they aren't always what they claim. The devil is in the details. This Insight explains what...
291 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
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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UiPath IPO Preview
UiPath Inc (PATH US) plans to complete its IPO in the coming days. At the high end of the IPO price range ($50 per share) the company could be...
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