The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
228 Views
Sharp: Reminders of Sanyo (And that Didn't End Well)
The StoryThe morning of November 18th in Japan brought a tidbit in the Yomiuri newspaper that Sharp had decided on a plan to have its 17,436...
258 Views
People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
387 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
258 Views
Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
327 Views