Equity Strategy: The Year Ahead
Equity Strategy The Year Ahead The year of the virus makes way for the year of the vaccine, or at least we hope. Despite apparent armageddon for...
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2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
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Smartkarma Originals
Virtual IPOs/Direct Listings: Uninhibited Price Discovery
There’s no cookie-cutter approach that should be employed for every company seeking to go public. But late-stage, venture-backed technology...
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The A2 Milk Company: Baby Steps Forward
The a2 Milk CompanyBaby Steps Forward OUTPERFORM The a2 Milk Company's (ATM) Annual Meeting provided little in the way of new information,...
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The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China OUTPERFORM We recently visited 34 stores in China, interviewing sales reps & store...
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