Latest ideas and analyses related to regulatory environment

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Health Care

+10 pts



Biotechnology: A KOL discussion on the FDA drug approval process

By ethonomics on Sept. 26, 2022, 6:05 p.m.
Tagged topics: regulatory environment

Views: 1, Votes: 1, Responses: 0, Attachments: 1
US Macro

+34 pts



Inflation Reduction Act: High-Level Implications by Sector

By mooreideas on July 28, 2022, 12:21 p.m.
Tagged topics: regulatory environment , Inflation Reduction Act

Views: 11, Votes: 3, Responses: 0, Attachments: 1
NIO

+38 pts



$NIO mitigating regulatory headwinds

By scorpioduck on May 6, 2022, 11:42 a.m.
Tagged topics: regulatory environment

Views: 35, Votes: 5, Responses: 0, Attachments: 1
UBER , LYFT

+36 pts



$UBER $LYFT - near term regulatory risks are low in domestic markets; 2022 likely to maintain status quo

By puckerman17 on April 6, 2022, 12:35 p.m.
Tagged topics: regulatory environment , gig workers

Views: 108, Votes: 3, Responses: 0, Attachments: 1
ESG

+32 pts



ESG regulations: US SEC proposes major new climate disclosure requirements

By ethonomics on March 22, 2022, 11:24 a.m.
Tagged topics: regulatory environment , ESG investors

Views: 35, Votes: 1, Responses: 0, Attachments: 1
BABA , JD , BIDU , TCOM , BILI , WB , ATHM , PDD , TME , YY , MOMO

+38 pts



Thoughts on potential delisting of Chinese ADRs under HFCAA

By cassie on March 11, 2022, 12:30 p.m.
Tagged topics: China , regulatory environment

Views: 48, Votes: 2, Responses: 0, Attachments: 1
China

+1 pts



It is pretty scary when CCP can (and will) nuke a business!...

By tvalerttelegram on Feb. 22, 2022, 11:56 p.m.
Tagged topics: regulatory environment

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BABA , BIDU

+5 pts



thank you. great report. BIDU is the real winner here. please post more posts about China tech if you get them...

By tvalerttelegram on Feb. 22, 2022, 11:54 p.m.
Tagged topics: China , regulatory environment , Barclays

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BIDU , BABA

+36 pts



Now That the Walled Gardens Are Open, the Winners Are...

By realjoe on Feb. 22, 2022, 3:22 p.m.
Tagged topics: China , regulatory environment , Barclays

Views: 125, Votes: 3, Responses: 1, Attachments: 1
China

+38 pts



China Tech - Latest NDRC Policies Aimed at Supporting Services Sector, NOT New Regulations for Tech

By realjoe on Feb. 22, 2022, 3:20 p.m.
Tagged topics: regulatory environment

Views: 43, Votes: 4, Responses: 1, Attachments: 1
MSFT , ATVI

+14 pts



Thanks for sharing this report. I’ve been thinking a lot about if the spread / return here is worth it as it’s looking quite attractive...

By realmomobags on Feb. 11, 2022, 8:29 p.m.
Tagged topics: regulatory environment

Views: 3, Votes: 2, Responses: 0, Attachments: 0
ATVI , MSFT

+46 pts



$MSFT $ATVI - Thoughts on Potential Regulatory Risk

By labjordan on Feb. 11, 2022, 2:36 p.m.
Tagged topics: regulatory environment

Views: 218, Votes: 5, Responses: 1, Attachments: 1
AAPL , GOOGL , MTCH

+36 pts



$AAPL - App Store's lowered commission in Netherlands seen as sidestepping the law, and unlikely sustainable

By puckerman17 on Feb. 7, 2022, 1:20 p.m.
Tagged topics: regulatory environment , App Store commission

Views: 211, Votes: 5, Responses: 0, Attachments: 1
COIN

+10 pts



Coinbase is giving its users the option to receive their tax refunds in crypto if they file using TurboTax. The exchange launched a direct deposit...

By chomu12 on Feb. 4, 2022, 5:44 p.m.
Tagged topics: regulatory environment , deep dive , cryptocurrency , Bitcoin , Goldman Sachs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Gaming

+1 pts



Thank you!...

By lejooon on Feb. 1, 2022, 7:23 a.m.
Tagged topics: regulatory environment

Views: 3, Votes: 1, Responses: 0, Attachments: 0
Gaming

+50 pts



Evolution AB reports (as requested)

By puckerman17 on Jan. 31, 2022, 4:40 p.m.
Tagged topics: regulatory environment

Views: 60, Votes: 5, Responses: 1, Attachments: 2
MSFT , ATVI , TTWO , ZNGA

+11 pts



That's a tough one for me. Although the obvious would be to short MSFT as your hedge, it may not end up being a "perfect...

By josiebe on Jan. 21, 2022, 2:32 p.m.
Tagged topics: regulatory environment , mergers and acquisitions

Views: 1, Votes: 2, Responses: 0, Attachments: 0
MSFT , ATVI , TTWO , ZNGA

+8 pts



What is generally the best way to play this from a risk/arb position if you're long $ATVI but want to hedge a little just in...

By Supersaverguy on Jan. 21, 2022, 2:21 p.m.
Tagged topics: regulatory environment , mergers and acquisitions

Views: 3, Votes: 2, Responses: 1, Attachments: 0
MSFT , ATVI , TTWO , ZNGA

+44 pts



$MSFT - $ATVI deal likely to see increased scrutiny, but regulatory expert optimistic deal will close

By junkfoodlover on Jan. 21, 2022, 11:48 a.m.
Tagged topics: regulatory environment , mergers and acquisitions

Views: 204, Votes: 7, Responses: 2, Attachments: 1
MSFT , ATVI

+11 pts



The spread on this deal is so large now (16% upside) that I’m thinking of buying some. But it may take more than a year...

By realmomobags on Jan. 19, 2022, 3:28 p.m.
Tagged topics: regulatory environment , mergers and acquisitions

Views: 4, Votes: 2, Responses: 0, Attachments: 0