Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...
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Channel Checks of Fila Korea and Other Sportswear Stores - Emphasis On "Athleisure"
We recently visited Fila Korea stores and other competing sportswear brand stores in Lotte Department Store in Korea. Our visit confirmed one of...
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Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)
Internet of Things Will Change the World. In part four of our series, we highlight the structural impact of IoT on the security industry in...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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Lululemon: Logical Combo with Nike or Under Armour?
A consultant and a sector executive describe Lululemon Athletica to CTFN as a company with strong attributes that could be leveraged by Nike and...
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