Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Thematic (Sector/Industry)

<ul><li>The S&amp;P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects.&nbsp; Despite the correction in recent months, the stock market still doesn't look particularly cheap, with the prospective PE on the S&amp;P500 still higher than historical norms. &nbsp;The headwinds facing US stock investors stem from the stagnation in expected profitability over the past 12 months.&nbsp;</li><li>For Australia, the market&rsquo;s prospective PE of 14.5x suggests that the market is neither cheap or expensive at current levels.&nbsp; Like the US, the key headwind facing corporate Australia is the stagnation of future growth prospects, which has now dragged on for five years now due to the terms of trade shock.&nbsp;</li><li>As far as reporting season goes, the market continues to punish even small misses from high growth stocks.&nbsp; I discuss the market pricing for Seek.com and other market darlings that have confronted growth stalls in the past year.</li></ul>

The S&amp;P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects.&nbsp; Despite the correction in recent months, the stock market still doesn't look particularly cheap, with the prospective PE on the S&amp;P500 still higher than historical norms. &nbsp;The headwinds facing US stock investors stem from the stagnation in expected profitability over the past 12 months.&nbsp;For Australia, the market&rsquo;s prospective PE of 14.5x suggests that the market is neither cheap or expensive at current levels.&nbsp; Like the US, the key headwind facing corporate Australia is the stagnation of future growth prospects, which has now dragged on for five years now due to the terms of trade shock.&nbsp;As far as reporting season goes, the market continues to punish even small misses from high growth stocks.&nbsp; I discuss the market pricing for Seek.com and other market darlings that have confronted growth stalls in the past year.

Founder of Innovation Research & Advisory firm, Lightbulb Capital

Daniel Liebau

Founder of Innovation Research & Advisory firm

Lightbulb Capital

So the&nbsp;prime example&nbsp;of a successful FinTech firm, <a href="http://www.lendingclub.com/" target="_blank">lending club</a>&nbsp;(with a current total market capitalization of ca. USD 5.5 bn) has been founded in San Francisco. Why did it not come from London, New York or Hong Kong?In this report, we explore success factors of Silicon Valley-based startups&nbsp;in the FinTech&nbsp;space.&nbsp;The objective is to facilitate reflection on the findings and offer suggestions as to what we in Asia could do to leverage those insights as our Innovation&nbsp;ecosystems mature. We also want to share these insights with investors to enable them to make better investment decisions.We met&nbsp;with founders, venture capital firms, co-working space owners, government officials, consultants and heads of Innovation for major financial services institutions to get a well-rounded view.Our research shows success factors can be grouped into two main categories;&nbsp;behavior&nbsp;and&nbsp;infrastructure.Being open, having a growth mindset and tolerating&nbsp;failure are the most influential&nbsp;success&nbsp;factors according to our research.

So the&nbsp;prime example&nbsp;of a successful FinTech firm, lending club&nbsp;(with a current total market capitalization of ca. USD 5.5 bn) has been founded in San Francisco. Why did it not come from London, New York or Hong Kong?In this report, we explore success factors of Silicon Valley-based startups&nbsp;in the FinTech&nbsp;space.&nbsp;The objective is to facilitate reflection on the findings and offer suggestions as to what we in Asia could do to leverage those insights as our Innovation&nbsp;ecosystems mature. We also want to share these insights with investors to enable them to make better investment decisions.We met&nbsp;with founders, venture capital firms, co-working space owners, government officials, consultants and heads of Innovation for major financial services institutions to get a well-rounded view.Our research shows success factors can be grouped into two main categories;&nbsp;behavior&nbsp;and&nbsp;infrastructure.Being open, having a growth mindset and tolerating&nbsp;failure are the most influential&nbsp;success&nbsp;factors according to our research.

What Silicon Valley has, every FinTech ecosystem needs & investors should look for!

United States

Booking Holdings Inc. operates as an online travel company. The Company offers a platform that allows to make travel reservations with providers of travel services, as well as provides accommodation reservations, rentals cars, airline tickets, and vacation packages. Booking Holdings serves customers worldwide.

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Booking Holdings (BKNG US)

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The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...

Sam Ferraro

What Silicon Valley has, every FinTech ecosystem needs & investors should look for!

So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...

Daniel Liebau

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52-week Range

Market Cap (USDm)

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