Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Wizz Air - Strong Operating & Financial Performance Continues to Drive the Stock Higher !!
Wizz Air's share price is up nearly 70% over the last 5 months, since my initiating coverage note on SmartKarma. While the entire European ULCC...
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Wizz Air - Fantastic Q4 Results Combined with Strong FY 18 Guidance. Hold This Long-Term Compounder!
The stock is up 33%+ since my initiation write-up last month. Markets have re-rated the business strongly on the back of consistently superior...
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Wizz Air - Value Creating ULCC Business Model (22% ROCE) Available at 12%+ OCF Yield & 10%+ Growth!!
If you want to be a Millionaire, start with a billion dollars and launch a new airline - Richard BransonThe worst sort of business is one that...
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