Twilio is Back at Pre-COVID valuations?
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today,…
Has The Investment Thesis for Alibaba Turned Sour?
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…
Tencent’s Large “Donation”, Should Investors Be Concerned?
What’s common prosperity and why are China’s big tech rushing to “donate”?
Facebook Q2 2021 Earnings Breakdown
Earnings Highlight (Italics are my comments) Revenue increased 56% year-over-year (YOY) to $28.6 billion. Amazing how long of a runway they have on their advertising business alone, and they have…
Top 3 Things About The Latest China Regulations
1. All Platforms Must Open Up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in…
Twilio Q1 2021 earnings update
Twilio has released its Q1 2021 earnings this week and here are some of the notable highlights.
Facebook’s Q1’20 Earnings Update
Increased engagement due to shelter-in-place measures but some of this increased engagement will be lost once measures are relaxed in the future. Engagement increased by ~10% YOY across all measurements,…