Hints and tips:
...Momentum vs sentiment Market rule number one: be fearful when others are greedy. Market rule number two: don’t bet against momentum. Good rules to follow, but right now they conflict....
...Microsoft is the prime example here, but there is also Oracle vs Google, Motorola vs Qualcomm, assorted efforts to restrain Google’s ad business, and so on....
...This is not “TikTok vs Washington”, they said, but “TikTok vs Washington vs Beijing”....
...Citi and Wells provide lawyers with a quasi-consulting service by offering granular market intelligence on how their firm compares to the wider industry, including on metrics such as hourly rates, hours...
...In 2020, after India banned TikTok amid geopolitical tensions between Beijing and New Delhi, services including Instagram Reels, YouTube Shorts, MX TakaTak, Chingari and others filled the void....
...local car services....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...Amazon vs Apple This is interesting: That’s the relative performance of Amazon and Apple since the beginning of 2015....
...Charter wants any future ESPN streaming service to be offered for free to its cable subscribers, an idea that Disney has rebuffed, analysts say....
...In today’s newsletter: JPMorgan vs Citi battle for lawyers Signa too messy for Elliott Burner phones in Hong Kong JPMorgan tries to poach clients on Citi’s turf The Financial Times was ahead of the...
...Over on mainFT, Christopher Grimes reports: Transparency on streaming services was a central issue during this year’s Hollywood strikes....
...Unhedged: That rhymes with the Department of Justice vs Apple case that may be coming in March....
The 20% of cheapest US funds had inflows of $394bn vs outflows of $734bn for the rest, data shows
...In United Housing Foundation, Inc. vs....
...“The price return vs total return element is the same across providers. All in all, buffered ETFs are expensive insurance against short-term losses,” Kashner said....
...For Western Europe, we estimate an end-to-end robotaxi service could generate 52% operating margins and then only drop to 39% using a service provider....
...The change drives our PT increase to $400 vs. $250 previously. We upgrade to Overweight and make Tesla our Top Pick. Maybe you’ve not heard of Tesla Dojo....
...Complainants, which include PayPal and Norway’s mobile wallet Vipps, have said Apple excludes their services under the guise of security concerns....
...Man vs....
...Starboard vs News Corp Wall Street has an undeserved reputation for cynicism. It is, in fact, a field on which hope frequently goes to battle against experience....
...The role of King of Hollywood was perhaps not a natural fit for an East Coast TV guy — Discovery is known for unscripted fare such as Man vs Food and Naked and Afraid — but Zaslav was eager to try out for...
...Uber vs Airbnb revisited Last week I compared the structurally similar business models of Uber and Airbnb, and considered why Airbnb is profitable while Uber is not....
...Its financial services minister André Ebanks visited Singapore and Hong Kong this month....
...Hindenburg vs Adani When US short seller Nathan Anderson decided to take on Indian conglomerate Adani Group, he faced the ultimate challenge for someone in his line of business: India’s anti-short selling...
...In today’s newsletter: Bluebell vs Fink European tech start-ups lose steam Bluebell goes right for the jugular Old-school activist investors tend to have a similar playbook: pick a public company that...
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