Market Domination + Under-Penetration = Our Favorite Growth Scenario
We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership...
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S&P500, S&PMid400, and S&PSmall600 Index Changes for June 2022 - More Interesting Than Usual
The June 2022 S&P500, S&P Midcap 400 and S&P SmallCap 600 Rebalance was announced on 3 June 2022. VICI will replace CERN at the close of 7 June,...
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Technical Analysis on TESLA INC
Financial Highlights & Investment Considerations Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and...
WM Motor IPO Initiation: Electric Jitters
WM Motor has filed for a US$1 billion IPO on the HKEx. The IPO is an AVOID due to an uncertain path to profitability and the end of the era of...
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CALB Pre-IPO - The Positives - Has Been Growing Fast
CALB aims to raise around US$1.5bn in its Hong Kong IPO to ramp-up its battery production. In this note, we talk about the positive aspects of the...
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