Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will determine the portfolio’s return (and its risk).</li><li>Most of our work is devoted to seeking out individual investment opportunities and analyzing them rather than to macroeconomic forecasting.</li><li>As we expected, the need for capital investment over the long term has been, and will likely remain, higher than we anticipated.</li></ul>

We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will determine the portfolio’s return (and its risk).Most of our work is devoted to seeking out individual investment opportunities and analyzing them rather than to macroeconomic forecasting.As we expected, the need for capital investment over the long term has been, and will likely remain, higher than we anticipated.

Vltava Fund Q3 2022 Letter To Shareholders

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three major European countries.</li>
<li>The Poland government could purchase jets, tanks, and howitzers from major Korean defense companies such as Hyundai Rotem (K2 tanks), KAI (FA50 fighter jets), and Hanwha Defense (K9 howitzers).</li>
<li>There is a good probability that the Korean defense contractors may be able to secure a large percentage of the 28 trillion won in new arms exports contracts.</li>
</ul>


There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three major European countries.
The Poland government could purchase jets, tanks, and howitzers from major Korean defense companies such as Hyundai Rotem (K2 tanks), KAI (FA50 fighter jets), and Hanwha Defense (K9 howitzers).
There is a good probability that the Korean defense contractors may be able to secure a large percentage of the 28 trillion won in new arms exports contracts.


Korean Defense Companies:  Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Credit

<ul><li>Lockheed Martin is renowned defense company known to offer support and upgrade services for military aircraft, cybersecurity, ground vehicles, missile defence systems, satellites, and space transportation systems.</li><li>Along with the anticipated program effects, the company also observed some timing effects on sales, primarily due to the impact of the Omicron variant.</li><li>The company is currently experiencing some negative effects on their operations and supply chain from the winter surge and the Omicron variant but these are largely due to short-term timing issues.</li></ul>

Lockheed Martin is renowned defense company known to offer support and upgrade services for military aircraft, cybersecurity, ground vehicles, missile defence systems, satellites, and space transportation systems.Along with the anticipated program effects, the company also observed some timing effects on sales, primarily due to the impact of the Omicron variant.The company is currently experiencing some negative effects on their operations and supply chain from the winter surge and the Omicron variant but these are largely due to short-term timing issues.

Lockheed Martin Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on defense major, Lockheed Martin.</li><li>Along with the anticipated program effects, the company also observed some timing effects on sales, primarily due to the impact of the Omicron variant.</li><li>We initiate coverage on Lockheed Martin with 'Hold' rating.</li></ul>

This is our first report on defense major, Lockheed Martin.Along with the anticipated program effects, the company also observed some timing effects on sales, primarily due to the impact of the Omicron variant.We initiate coverage on Lockheed Martin with 'Hold' rating.

Lockheed Martin Corporation: Initiation of Coverage – Business Strategy

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

United States

Lockheed Martin Corporation is a global security company that primarily researches, designs, develops, manufactures, and integrates advanced technology products and services.  The Company's businesses span space, telecommunications, electronics, information and services, aeronautics, energy, and systems integration.  Lockheed Martin operates worldwide.

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Lockheed Martin (LMT US)

Vltava Fund Q3 2022 Letter To Shareholders

We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will...

Fund Newsletters

Korean Defense Companies: Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway

There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three...

Douglas Kim

Lockheed Martin Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Lockheed Martin is renowned defense company known to offer support and upgrade services for military aircraft, cybersecurity, ground vehicles,...

Baptista Research

Lockheed Martin Corporation: Initiation of Coverage – Business Strategy

This is our first report on defense major, Lockheed Martin. Along with the anticipated program effects, the company also observed some timing...

Baptista Research

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

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