2021 High Conviction: ZOZO – Good Times Are Zo Far Away
ZOZO is already down 20% from early October, however, we believe a further correction is required to justify ZOZO’s single-digit growth in the...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Kinnevik’s (KINVB SS) Hard Discount
Investment Ab Kinnevik (KINVB SS) (Kinnevik) is a Swedish conglomerate with investments in listed and unlisted companies, and new ventures....
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COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
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Mercari: Valuation and Some Observations
As Mercari Inc (4385 JP) prepares to raise about JPY49bn in capital through its IPO we take a look at the implied valuations. The peer group is...
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