Sina Corp: Management Buyout Offer
Sina Corp (Class A) (SINA US) looks sets to join the growing list of Chinese companies seeking to delist in the US and relist, ostensibly in Hong...
798 Views
Amazon 1Q20: The Everything Stor(Y)
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
462 Views
SNAP: 1Q20 Business Is Crackling and Popping
We’ve been writing about secular acceleration beneficiaries over the past few weeks, and have been pointing towards SNAP as a good example of a...
560 Views
Match Group (MTCH): Tinder Can Burn
We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...
698 Views
Weibo (WB): Zero Growth in 2Q19, Dead as a Political Forum, 40% Downside
In 2Q19, the revenue growth plunged to zero, but the operating margin was still stable. We apologized that we picked P/E valuation between P/E and...
564 Views