People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
387 Views
Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
320 Views
What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
225 Views
A Sharp Downturn in Price Momentum of Rechargeable Battery Stocks in Korea in January 2024
In this insight, we discuss the sharp share price declines of rechargeable battery related stocks in Korea so far in 2024.
426 Views
Market Domination + Under-Penetration = Our Favorite Growth Scenario
We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership...
424 Views