Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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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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