EML Payments Flirtation with Bain Likely Not the Last
EML confirmed takeover interest from Bain Capital but discussions have ceased. EML’s market positioning and expected stronger 2HFY22 should...
395 Views
Fiserv - Investing In Transforming Leaders Rather Than Disruptors
Fiserv is valued as a slow-growth and low return on capital legacy business, although this does not appear to be the case. At present, the...
187 Views
NPC & GDP/Hong Kong/COVID-19/US-China/Mutual Funds
China News That Matters Beijing drops economic growth target One country, one system, for Hong Kong and China China offers aid, Wuhan bans wild...
166 Views
Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
405 Views
U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
406 Views