Archive For

August 2022

Airbnb & Uber – Tale of two marketplaces.

Airbnb Q2 2022 – Great company, bad stock. Airbnb reported good results and cash flow but concerns around growth hit sentiment which has obviously prompted...

China vs USA – Tit for tat.

Storm in a teacup. The SEC has added Alibaba to its list of Chinese companies that will be delisted in 2024 in a move that...

Artificial Intelligence – Generic origami pt. III

AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually...