Summary Airbnb is trading at an unjustified market cap relative to peer Booking Holdings. DCF-models suggest 44% downside for Airbnb. Business-model ...
Summary Airbnb is hard to value. There is very high dispersion among outlooks from Wall Street analysts. The option-implied volatility is also very h...
The Montblanc Charlie Chaplin 18K Gold Skeleton Pen. Courtesy Bonhams The digital age is replete with paradox. It has made many of us impatient, inso...
Summary Alteryx, while beaten down from past highs, is currently fairly valued. Look to load on shares as price dips below 5. Watch for success in...
‘I didn’t get invited by Hollywood to come to this industry,” actor Jim Caviezel says. It was God — not the executives, the talent agents, nor the fi...
破产这一幕，开始蔓延到了AI创业公司。 投资界(ID：pedaily2012)获悉，据外媒报道，全球知名的AI芯片企业——Wave Computing 公司即将破产。据悉，该公司已经遣散了所有员工，并申请破产保护。如无意外，这将成为第一家在疫情期间申请破产的 AI 芯片公司。 消息令科技圈哗然。Wa...
Leonardo da Vinci, Mona Lisa (1503–1517). Courtesy of Wikipedia Commons. 1. The artist’s mystique is as valuable as his technique.Technique and styl...
Summary In January 2019, I proposed a new economic model through an article published in Seeking Alpha. Part of the last year’s article was a portf...
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