Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
105 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
215 Views
President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
245 Views
Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
165 Views
Revisiting the Bristol-Myers Squibb (BMY US) Bullish Investment Thesis After the Q3 Earnings Report.
In our first report on Bristol Myers Squibb Co (BMY US), we presented our bullish contrarian thesis and considered the common stock undervalued for...
392 Views