Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
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Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
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Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
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Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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