Kinnevik’s (KINVB SS) Hard Discount
Investment Ab Kinnevik (KINVB SS) (Kinnevik) is a Swedish conglomerate with investments in listed and unlisted companies, and new ventures....
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COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
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Mercari: Valuation and Some Observations
As Mercari Inc (4385 JP) prepares to raise about JPY49bn in capital through its IPO we take a look at the implied valuations. The peer group is...
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Titans of Tech (Part 3): Europe's Flagship Tech Companies
Europe's Billion-dollar ChampionsEurope’s billion-dollar businesses have become a barometer for the strength and growth of the industry. They...
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Mercedes Benz Dodges a Bullet
Local Weibo explodes on obscenities by a foreigner Senior manager believed to have yelled obscenities at a local Chinese. The story became a top...
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