TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Alibaba (BABA) | COVID-19 and the Great India Opportunity - An On Ground Perspective
The Coronavirus is an opportunity for a lot of India's fully integrated exporters and there is a high probability that a lot of exporters are...
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Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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