The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
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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Snowflake 2Q22 Earnings: Stay Tuned to Analyst Day
Snowflake has become a consensus short, we think the recent drawdown below $200 represented a good entry point…we are long, and would add into...
276 Views
Weekly Innovation Review #33
Headline Developments China is looking to continue its rout on crypto, pushing for the suspension of some crypto mining operations late last week. ...
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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...
487 Views