Uber and Lyft – So About That Wonderful New Path to Profitability
We have long been sceptics about Uber and Lyft’s assertions that operating leverage would allow the companies to become profitable. After the very...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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Softbank Group: Tech Upside Trumped by Sprint, WeWork and Vision Fund 2 Worries
The Financial Times reports that one of Softbank Vision Fund's top managing partners in the US has resigned citing concerns about internal issues...
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Softbank Group: Questions on Sprint and Vision Fund Heading into Q3 Results
With the December quarter in the books, we take a look at two of the issues for investors at Softbank Group (9984 JP) . Shares are up 16% from late...
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India Payments | Paytm - A First Time Investor's Guide
Building on our earlier coverage on India India Payments | What Really Matters and Suggested Channel Checks , in this series, we provide a more...
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