Global Health IPO - Small Player but Attractive
Global Health (Medanta) (GH IN) is looking to raise approximately US$268m in its upcoming India IPO. In this note, we will talk about the peer...
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Overearning Short Candidates: Guess?, MarineMax, Atkoe, HCA Health, Nucor
Overearners are fertile hunting ground for short candidates. We highlight several names here as well as our updated overearners model update.
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Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
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Video: Doctor Care Anywhere Group – executive interview
Doctor Care Anywhere (DOC) is a fast-growing telehealth company focused on delivering high-quality, effective and efficient care to its patients,...
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U.S. Market Sending Mixed Signals
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Materials, Health Care, & Services
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