Match Group (MTCH): Tinder Can Burn
We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...
441 Views
Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
656 Views
Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
526 Views
MercadoLibre (MELI) - FinTech Operations Opex Pressures to Weigh on Consensus Estimates
We see further scope for consensus earnings and EBITDA disappointment at MercadoLibre Inc (MELI US) In the FinTech operations, where MELI is...
429 Views
Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
466 Views