CarMax Inc - Investment Thesis
Auto dealer, CarMax has become a major beneficiary of the unusually positive trends in the used car industry. The company delivered a stellar...
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Vroom IPO Valuation Analysis
The bankers announced the IPO price range of $15 to $17 per share for Vroom (VRM US), a leading e-commerce company in the U.S. that provides a...
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Vroom IPO Preview
Vroom (VRM US) , a leading e-commerce company in the U.S. that provides a platform for buying and selling used vehicles, is getting ready to...
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The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AGM Procurri + 1Q19 Results: Growth Phase Ahead as Novo Tellus Joins Board; Cheap at 3.8x EV/EBITDA
I attended the AGM of Procurri on Monday 29/4/19 where only +/-35 people were present highlighting PROC is still in the "discovery" phase for...
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