Quiddity Leaderboard SE600 Jun 24: Potential ADDs Could Continue to Outperform Potential DELs
The Top 10 potential ADDs have strongly outperformed the Top 7 potential DELs in the last 1-month, 3-month, and 1-year periods. I expect this trend...
Quiddity Leaderboard SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs
My latest estimate for one-way flow is US$95mn. The expected ADDs have strong positive momentum while the expected DELs have strong negative momentum.
STOXX Europe Indices: Constituent Changes and Trading Strategy December 2021
A discussion of the constituent changes for the STOXX Europe 600 Index and the EURO STOXX Index in the December 2021 Quarterly Index Review and...
TeamViewer (1UD GR / TMV GR) IPO: Makings of a European Tech Champion (Analysis & DCF Valuation)
This is a hot IPO. You should participate. Below, I value TeamViewer AG (1UD GR) with a (long) DCF. It is conservative and includes a scenario...
TeamViewer IPO: A Promising Business Set to Become the Hot Tech IPO in Germany After Decades
TeamViewer based in Germany sells software which allows remote desktop access. The company operates a freemium-based business model with a paid...
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