Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It
One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)
In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...
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