SaltLight Capital Management Q3 2022 Co-Investor Letter
SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process...
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Axis Bank Placement - Second Deal for the Month but This Is Very Well Flagged
The Government of India (GoI) aims to raise around US$500m via selling a 1.4% stake in Axis Bank Ltd (AXSB IN). This isn't the first selldown by...
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EQD | C,JPM,MS,WFC,BAC,GS: What Does the Options Market Expect for Earnings?
We look to the options market to extract expected earnings moves for the big US Investment Banks, and use this information to suggest some...
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Vltava Fund Q3 2022 Letter To Shareholders
We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will...
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Citigroup: Cautious Buy Rating Assigned
Citi's Basel III framework is safe as houses, we urge investors to remain coy as systemic risk remains high due to volatile economic and...
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