Roblox Analyst Day: TAM Unlimited
We wrote about Roblox after its most recent earnings in early November and our general take was… great quarter, but was it really worth a 30%...
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[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS
rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....
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Rivals Vie to Fill Market Void as U.S. Business Ban Looms Over TikTok
The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the...
464 Views
Reddit IPO - Quick Thoughts on Valuation
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In our previous note, we talked about the company’s historical performance. In...
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Reddit IPO - Well-Known Brand but Sustainability of Growth Is Questionable
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In this note, we talk about the company’s historical performance.
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