Flurry of New, Original Korean Contents Deals for Netflix
It has been nearly two years sinceNetflix Inc (NFLX US) first launched its service in Korea. After a slow start, Netflix has been making excellent...
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Studio Dragon IPO Preview (Part 2) - Biggest Korean Entertainment IPO in 2017
Studio Dragon has received the regulatory approval to proceed with its IPO in November. This is the biggest IPO in the Korean entertainment sector...
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Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
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Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
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