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

Last Week in GER Research: Softbank, TPG Telecom, Cstone Pharma, Ebang and Facebook

Last Week in GER Research: Softbank, Pinduoduo, and Koolearn

Facebook Inc. – Is Consensus Overly Cautious?

Tesla - Key Points from 3Q18 Conference Call

Tencent Music IPO: Price Target Hit; Risk/Reward Now More Balanced and Key Next Steps

Facebook 3Q Results: Are the FANGS Safe...for Now?

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 Bottom-Up

<p>When we<a href="https://www.smartkarma.com/insights/facebook-3q-results-are-the-fangs-safe-for-now" target="_blank"> wrote in 3Q18</a> that there were scope for *upgrades* to Facebook's earnings, the sell-side remained cautious.  With the stock up 12% after-hours, we assess whether Facebook has further legs to the investment case. More details below.</p>

When we wrote in 3Q18 that there were scope for *upgrades* to Facebook's earnings, the sell-side remained cautious.  With the stock up 12% after-hours, we assess whether Facebook has further legs to the investment case. More details below.

Facebook 4Q Results: An Easy Beat - Has Zuck Turned the Tanker?

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Facebook 4Q Results: An Easy Beat - Has Zuck Turned the Tanker?