Terracotta Capital
Contributor since: 2014
Company: Terracotta
Latest Articles
Dave & Buster's Entertainment: Not A Great IPO To Play
Monetizing The College Recruitment Market
Why JD.com Should Not Trade At Less Than 1/5 Alibaba's Valuation
The GEO Group: REIT-Like Stability And Customer Stickiness To Drive Earnings Growth
Starbucks: There Is More Than Meets The Eye
LinkedIn: A Growing Emerging Market Play
Arthur J. Gallagher: Best Consolidator Among U.S. Insurance Brokers
China's Film Studios: The Next Wave Of US IPOs?
Jumei: Game Changer In China's Beauty Products Market
Weibo Q1 2014: Double Whammy Of Disappointments
Picking The Future Winners In Wearable Tech
AT&T's DirecTV Acquisition: The Cons Outweigh The Pros
Beneficiaries Of China's Telecom Sector Reform
Tuniu Corporation - Increased Competition And Cannibalization Risks
Weibo 1Q14 Preview: Looking For Signs Of Falling User Time Spent
Sina's Q1 2014 Result: Against The Tide
Tencent Buys NavInfo, A Negative For Baidu Map
Twitter: Waiting For A Turnaround
EBay Q1 2014 Preview: Competitive Pressure Rising; Stay Cautious Ahead Of The Print
LinkedIn 1Q14 Preview: Not As Scary As You May Think
Stocks That Will Benefit From China's Evolving Consumer Class
Twitter Q1 2014 Earnings Preview: Sell Ahead Of Results; Engagement Turnaround Unlikely
Facebook 1Q14 Preview: Engagement In Focus; MVNO The Next Catalyst?
Amazon 1Q14 Earnings Preview: Does Pricing Power Exist?
Netflix 1Q14 Earnings Preview: Positive On The Short Term; Concern About Long-Term Visibility
Baidu Q1 2014 Preview: Expect Strong Revenue Beat; Waiting For Better Entry Point
Tesla In China: Cleaning Up The Smoggy Skies
Amazon Smartphone A Positive Catalyst For The Stock
Google Earnings Preview: Expect A Strong Quarter; Goodbye Moto, Hello Wireless?
Analyzing The Ctrip-Qunar M&A Scenarios
Onshore Bond Default Is A Worrying Sign For China's Economy
Sell Sina Ahead Of Weibo IPO