U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
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TMT Weekly: 3 Things that Stood Out The Week of 6/5/2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
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Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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