Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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Hotel Lotte - World's Largest IPO in 1H 2016 (Part 2)
This is part 2 of our report on the Hotel Lotte Co Ltd, which is expected to be the largest IPO in the world in 1H 2016. In this report, we...
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Changing Diamond Industry Creates Opportunities for Tiffany
Rising global demand and tightening long-run supply lead us to believe wide-moat brands will prosper; of these, we prefer Tiffany.Tiffany's shares...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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