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Our Coverage

While we have extensive coverage of these stocks, we pride ourselves on thematic research in a variety of spaces

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Internet & Retail

Alibaba Alphabet ASOS Baidu Criteo Delivery Hero DoorDash eBay Facebook Farfetch GrubHub JD.com Just Eat Takeaway.com LiveRamp Holdings Lyft Meituan Nielsen Holdings Pinduoduo Snap Inc. Tencent Holdings The Trade Desk Twitter