ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Disney: Bottom Fishing - Sentiment After "Finding Dory"
Walt Disney (DIS.N) remains one of the least liked stocks we track but crowd negativity is abating. Sentiment and OptimismWalt Disney’s stock price...
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The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
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Why the Car You Currently Own Is the Last Car You Will Ever Buy
The arrival of the autonomous car is set to be the greatest disruptive force in the transport industry since the advent of the private automobile....
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