Beyond Meat (Post IPO) Goes Beyond Valuations - More than Just a Vegan Burger
Beyond Meat Inc (BYND US), a fast-growing US-based plant-based meat (substitute) maker, tripled its billion-dollar valuations on listing, last...
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Climate Action - School Strikes Hit a Spot, Carbon Emitters Face Heat. Investors Take Note
On Friday, March 15th, an estimated 1.6 million students in over 120 countries (source: Time magazine) walked out of classrooms and took to streets...
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U.S. Equity Strategy: Retest of October Lows Underway; Upgrading Financials
Our outlook remains cautious as we continue to expect heightened volatility and a potential retest of the February 2018 lows over the next several...
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Haidilao: Facing Increased Competition
In this note, we highlight increasing signs of competition for Haidilao (6862 HK) based on a recent surprising expansion announcement made by Yum...
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Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
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