Amazon 3Q20: Amazon $6,000
Amazon's continued success is nothing new, but the pause in the stock grants longer term investors another bite at the apple at $3000...we think...
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U.S. Equity Strategy: Correction Over?
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary & Technology: CD-24 Casinos & Gaming, Small-Cap,...
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Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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Snowflake IPO - Approved by the Oracle of Omaha
In this insight, we provide a valuation analysis of Snowflake which has set its IPO price range of $75 to $85 per share. At these prices,...
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Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
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