U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Canaan IPO Valuation: More Fun Ways to Lose Money
Canaan Inc. (CAN US) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. At the mid-point of the IPO price...
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Canaan IPO: A Good 3Q19 Is Surviving, Not Thriving
Canaan Inc. (CAN US) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. Canaan was the second-largest...
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Canaan IPO Initiation: What Could Possibly Go Wrong?
Canaan Inc. (CANAAN HK) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. Canaan was the second-largest...
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Intel. Significant Price Cuts On High End Desktop Processors As AMD Ramps Up Competitive Pressure
As the competitive landscape between Intel and Advanced Micro Devices has slowly turned in the latter's favour over the course of the past two...
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