October 9, 2018

Alibaba Is Undervalued

SA makes the case that Alibaba is undervalued and now is a good time to get into a great company. 

October 2, 2018

The Lyft of Home Services

Interesting MF article on Frontdoor, a recent spin off of Service Master.  Their new CEO spent time at Lyft and wants to transform the company into an on demand home repair service.  One analyst has a $48 price target.