Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
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Twitter Inc - Investment Thesis
Twitter delivered a mixed set of results with a 37% rise in revenues but its earnings failing to live up to market expectations. The company saw a...
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Do You Buy Snap or Facebook or Both?
Snapchat blew up on earnings last week, Facebook followed. We think both merit buying; Snapchat will revert to 50%+ growth, while Facebook is too...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
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