bullish
Q2 Top Long and Short Ideas: GOOS, BZUN, Macau Gaming, JD, and MOMO
181 Views25 May 2018 04:23
Top Long - Canada Goose Holdings Inc (GOOS US): Long thesis is GOOS’ global under-penetration and margin expansion as the business goes from...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
JL Warren Capital
Investment Advisors
Price Chart(Sign Up to Access)
- The PBoC Speaks/Trade War (Continued)/ Local Government Debt/Airlines Take Off/CPC Tat24 Aug 2018
- China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications15 Aug 2018
- Wynn (1128 HK): Solid Revenue Momentum in Macau04 Jul 2018
- Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce08 May 2018
- China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny03 May 2018
- A Coveted Novel Fashion Brand Calling for Expansion in China25 Aug 2017
x