Is Profitable Kuaishou an Investment Opportun...

This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to ...  Show more

This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to Agentic Org Now.Here i ...  Show more

In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4 ...  Show more

Max Tuchman is on a roll with Caribu, an app that lets parents and kids read together virtually. But can she convince investors that early success will lead to future returns? Today's investors are Jillian Manus, Michael Hyatt, Nicole Verkindt and Charles Hudson. Learn more about ...  Show more

Don't miss our final Tech M&A Monthly podcast of 2023! Are you still trying to decide whether you should raise additional funds or look at M&A for growth? What if you could look at both options simultaneously? Join us on December 14 for our Tech M&A Monthly webcast for a discussi ...  Show more