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

Seven Premium: Private Label Now 22% of All Seven & I’s Group Sales

Seven & I Acquires Speedway for $21 Billion: Expensive but Necessary Acquisition

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><a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> , owner of the 7-11 convenience store brand, made its largest-ever acquisition by agreeing to purchase US gas station brand <em>Speedway</em> for 21bn USD in an all-cash deal. Our initial thoughts on the deal are below.</p>

Seven &amp; I Holdings (3382 JP) , owner of the 7-11 convenience store brand, made its largest-ever acquisition by agreeing to purchase US gas station brand Speedway for 21bn USD in an all-cash deal. Our initial thoughts on the deal are below.

Seven & I Holdings

Seven & I: Fill It up to the Top