GMO-PG – When Does Hiding Out in a 112x PE Stock Become a Good Idea?
In something of a betrayal of our typically value investing mentality we have been positive on GMO Payment Gateway which tends to trade at anywhere...
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Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
361 Views
Terumo: Not Just an Opportune COVID Play but a Business with Solid Long-Term Prospects
Terumo Corp (4543 JP) provides innovative medical solutions through its extensive business portfolio which ranges from vascular intervention and...
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The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
433 Views
M3 Inc: M&A Deals to Support Global Expansion While Medical Platform Offers Solid LT Growth
m3 Inc. (TSE: 2413) provides various medical-related services to physicians and healthcare professionals in Japan and overseas. The company...
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