Assoc Prof (Monash), Direct/Site-Lead @ CDL-Melbourne. Emerging technology (☁,🤖, 🔋+🧠 🚗, 🚀, 🛰, 💾). Tweets are ❌ advice, views are my own.

Joined June 2020
The below graph highlights where Coupang will indicatively trade vs peers. We've also included platforms like $Shop, $BigC, $MELI and $SE (Shopee) which the market is expecting big things from given the significant trading premiums.
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Korean e-commerce giant Coupang will list on the NYSE with expectations of a US$50bn price tag when it hits markets around March. This puts it on ~4x forecast EV/Sales; roughly in line with $WISH and $EBAY, and at a slight premium to conglomerates $AMZN and $BABA.
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Big! $GME the talk of the week on #WSB #reddit forum; $GME SP is up >10x at the expense of short-sellers! $PINS launches a new AR try-on feature. $TWTR bought newsletter platform Revue & #Databricks raising $2bn ahead of an IPO. $GM pledge to be carbon neutral by 2040. Subscribe!
Weekly Innovation Review (WIRE) #16 - a LOT to cover this week! $TWTR, $GME, $NKLA, $GM, $WMT, $BYND, $PINS granitebaycap.substack.com/p…
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Equinix $EQIX unseated 🪑 in EMEA by Digital Realty $DLR. However they dominate 💪 cloud ☁️ and network connectivity everywhere else 🌎 $NXT.AX no. 2 in Oceania 🇦🇺
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Another social 👥 network... and they say $FB doesn’t have any competition ⁉️ TikTok ⏰ rival Kuaishou aims to raise $5.4 billion in what could be the biggest tech IPO since Uber businessinsider.com/kuaishou… via @businessinsider
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Southeast Asia's SuperApp 🧑‍💻 ⁦@Grab looking to IPO. 🔥Along with already listed $SE 🌊 and potential IPO of ⁦@Gojek⁩ this will continue to boost ✅ the investment profile of the SE Asian 🌏 region reut.rs/39G52LR
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