View profile

Unpaywalled by Smartkarma - Issue #23

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #23
By Smartkarma • Issue #23 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
With attractive long term prospects but a short term clouded by raw material prices investors should focus on a barbell approach to EVs examining the high performance and low cost segments.
Amplitude remains well-positioned as one of the leaders in product analytics with an opportunity to convert more GA enterprise customers to Amplitude Analytics, CDP, and Experiment.
We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership and ample room for market penetration.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In this Original, we take a deep-dive into leading industrial-scale crypto mining companies based in the U.S., such as Marathon Digital Holdings, Riot Blockchain, and Cipher Mining. 
03 EVENTS
RSVP to join upcoming events. Subscribe for recordings
Join us today, at 5pm SGT, we welcome Analyst Patrick Liao, who will go over his picks among Greater China semiconductor companies, exploring the outlook for the rest of 2022 and beyond.
On 21 June, at 5pm SGT, we welcome Daniel Phua, CFO, and Varun Khanna, Senior Director of Healthcare Business, Corporate Strategy, and Investments.
On 28 June, at 5pm SGT, we are glad to welcome China Shenshan Orchard (DKNG SP) Executive Director, David Zhao.
04 TWEETS
Top tweets of the week
Liz Ann Sonders
Only 1% of members in S&P 500 Tech sector are trading above their 50d moving average (lowest since March 2020) https://t.co/U8fuQqx3RN
Smartkarma Research Network
Yet, the biggest underweight on record for consumer staples in emerging markets. Mr Market is asleep. https://t.co/SQZw4b3ZE2
Tracy Alloway
Yesterday's dramatic moves in bond yields show that the world's most important market has a big and repetitive problem.

https://t.co/ulMtKpqLib https://t.co/8RHjXYZpOR
Did you enjoy this issue?
Smartkarma

A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

In order to unsubscribe, click here.
If you were forwarded this newsletter and you like it, you can subscribe here.
Powered by Revue
#03-08 The Signature, 51 Changi Business Park Central 2, 486066