Silicon Stories A: Uber's Wild Ride
At US$70bn valuation, Uber is probably the world's most valuable startup. Founded by Garett Camp (we initially thought Travis Kalanick), it was...
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SAT: Rides Auto Recovery with New Models and Truck Part Moves
Low core profit valuation, share price is less volatile, and cheap on agross profit basis relative to its sector SAT has diversified its product...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Autobot Update (June): Toyota Hits a Road Bump
Toyota Stumbles in May. Toyota finally sent us their May data recently, and we can see why it’s a little late. Toyota’s total car sales figures...
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The Autobot Update (April V1): New Safety Rules...Gulp!
Introducing the Autobots. Since Toyota supplies monthly updates to varying degree, we are making the Thai auto update a regular piece. Just to...
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