GER Upcoming EVENTS Calendar
We have received requests to provide a calendar of upcoming catalysts for near-term M&A, stubs and erstwhile event-driven names. Below is a...
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TPG Throws A Bone To Greencross
Australia and New Zealand's largest integrated consumer-facing pet retail and vet services company Greencross Ltd (GXL AU) has entered a Scheme...
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Amazon Fears Overdone: Greencross Shares Remain Undervalued
While we recognize the impending threat posed by Amazon.com Inc (AMZN US) across the retail sector, we believe no-moat Greencross Ltd (GXL AU)...
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The Humanisation of Pets Creates Opportunity for Greencross
Greencross is a consolidator of the fragmented veterinary industry, with success to date. Despite owning more than 130 clinics, the vast majority...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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