SPAC Talk: Why Underwriters Really Matter in SPAC Land
KEY HIGHLIGHTS Drip, drip, drip: Only two new SPAC IPOs were completed in the past week—media & entertainment SPAC PowerUP Acquisition Corp...
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Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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WuXi Biologics – The Foxconn or Qualcomm of Global CDMO?
During the first week of 2019, we visited Wuxi Biologics (Cayman) Inc (2269 HK) headquarters in Shanghai, as well as spend time touring the lab....
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Amicus Therapeutics: New Long Position. Another Contrarian Play with Upcoming Catalysts
We analyzed Amicus Therapeutics Inc (FOLD US) product pipeline after the stock's recent fall. Investors have been over-pessimistic on the stock...
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