Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Long ULTA (Ulta Salon) Mar '17 200-Strike Puts at $5.80
The company is the largest specialty beauty retailer in the US; the stock is trading at very high fundamental valuations (P/E 49x, EV/next year...
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Changing Diamond Industry Creates Opportunities for Tiffany
Rising global demand and tightening long-run supply lead us to believe wide-moat brands will prosper; of these, we prefer Tiffany.Tiffany's shares...
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The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
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Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
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