Grab, Gojek and especially Shopee are really getting international attention now. As I’m writing this, Sea Ltd is at +$125B market capitalization. SE Asia has really arrived as a tech market. The investor who always comes to my mind when I think about these companies and SE Asia is Tom Russo. He has been investing […]
Taiwan-based HTC is fighting for its survival. Since 2015, the company has experienced a massive drop in its revenues. Falling from $4.3B (2015) to $355M (2015). With gross profits in the range of 3.5%. And it looks like revenue for 2020 will fall to around $200M. Market share for its core smartphone business is under […]