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

LVMH/Tiffany: LVMH CFO Confirms It Will Respect Contract – 50% Annualized Upside

LVMH/Tiffany – Could Regulatory Delays Give LVMH a New 'out'?

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.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/tiffany-co" target="_blank" data-smartkarma-citation="entities:14729:1" rel="noopener">Tiffany &amp; Co (TIF US)</a> shares have recovered strongly after Reuters reported that Tiffany and LVMH are near a deal to agree to a 131.5 USD deal price (original at 135 USD) which represents c.2.5% discount to the original deal terms, despite previous attempts by LVMH to walk away from the deal. Our updated thoughts are below.</p>

Tiffany &amp; Co (TIF US) shares have recovered strongly after Reuters reported that Tiffany and LVMH are near a deal to agree to a 131.5 USD deal price (original at 135 USD) which represents c.2.5% discount to the original deal terms, despite previous attempts by LVMH to walk away from the deal. Our updated thoughts are below.

LVMH-Tiffany – Reported Deal Between LVMH and Tiffany at Mild Discount to Original Price