IPO and L/S equity, 2015 Starmine top stock picker, Global Equity Research Ltd

Rickin Thakrar

14 years of experience in global investment research and trading. In relation to research, we focus on IPO, Event-driven and large-cap non-consensual ideas. In relation to trading, we focus on generating positive index-adjusted returns and have had several top-decile or top-quartile performances over the past three years. In terms of background, I have worked at several sell-side firms (JP, Redburn, Haitong, Mainfirst), won Starmine as top stock picker in European Food Retail in 2015 and have been voted top one to top-five by institutions and hedge funds.

IPO and L/S equity, 2015 Starmine top stock picker

Peloton: How Steep Is the Descent from the Peak?

TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020

TMT Weekly: 3 Things that Stood Out The Week of 6/​​​19/​​​2020

Peloton IPO Preview: Riding into Your Home

Alibaba HK Listing: Do the Fundamentals Stack Up?

Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs

Tyro Payments IPO Initiation: The Penny Drops

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Peloton Interactive  / Equity Capital Markets

<p>In this note, we look at the underlying dynamics with regards to <a href="https://www.smartkarma.com/entities/peloton-interactive-inc" target="_blank" data-smartkarma-citation="entities:28014:1" rel="noopener">Peloton Interactive (PTON US)</a> as interest has increased in the name due to a <a href="https://www.youtube.com/watch?v=pShKu2icEYw" target="_blank" rel="noopener">controversial advertisement</a> and recent interest by short-sellers. More details below </p>

In this note, we look at the underlying dynamics with regards to Peloton Interactive (PTON US) as interest has increased in the name due to a controversial advertisement and recent interest by short-sellers. More details below 

2020 High Conviction: Is There a Problem with Peloton?