Weekly Stock Bullfinder - Week of 11/21
One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.
403 Views
Weimob (2013 HK): Strategic Patience Will Be Rewarded
We explore deep-rooted causes for the slow ramp-up of China SaaS sector, size Weimob's market opportunity by drawing insights gained from Alibaba,...
546 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
630 Views
I-Tail Corporation IPO - Blowout 3Q22, Revised Earnings, Updated Thoughts on Valuation
I-Tail, an OEM in the wet pet food category, aims to raise around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group. In this...
651 Views
Japanese Convenience Stores Recover but Where Will Future Growth Come From?
Japanese convenience stores are innovative, relentless competitors. It is just a shame the sector is at saturation. While there is growth potential...
484 Views