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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 AppLovin ASOS Baidu Criteo Deliveroo Delivery Hero DoorDash eBay Farfetch JD.com Just Eat Takeaway.com LiveRamp Holdings Lyft Meta Platforms Shopify Snap Inc. Tencent Holdings The Trade Desk