Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
551 Views
29 Reasons to Be Bullish
A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...
324 Views
TSMC Results Make Buy Story Even More Clear; Strong 2024E Guidance & Reiterates Multi-Year Growth
TSMC reported strong 4Q23 results and expects over 20% 2024E sales growth. The company expects to outperform the semiconductor industry by a wide...
519 Views
Aequitas 2024 Asia IPO Pipeline - US ADRs
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with US ADRs, after having looked at HK, India, Japan and Korea...
397 Views
Value Investing Substack Portfolio Review | Annual Letter 2023
Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...
277 Views