Maeil Dairy Industry & The Carlyle Consortium Appears to Be in the Lead to Acquire McDonald's Korea
McDonald's Korea is one of the hottest companies to be up for sale in the Korea F&B sector this year. Among the three major contenders for this...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Disney: Bottom Fishing - Sentiment After "Finding Dory"
Walt Disney (DIS.N) remains one of the least liked stocks we track but crowd negativity is abating. Sentiment and OptimismWalt Disney’s stock price...
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The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
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