Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
834 Views
US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...
236 Views
Ferrari Q3 2016: 8% Beat On the Net Profit = Upgrades
The Ferrari Q3 2016 can be summarized in one slide with an upward revision in adj EBITDA of 6% from Q2 2016.source : company presentation10Q...
176 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
511 Views
Ferrari Q2 2016 : 10Q Filings and Concall Gleanings
Ferrari N.V. (RACE US) reported a solid Q2 2016. Here I will try to summarize my gleanings from the 10Q filings and the conference call and what...
208 Views