ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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A 'heads Up' on Changing World Heights
A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest...
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No Pain, Potential for Lots of Gain for Pfizer, Lilly, and Regeneron
The history of pain drugs that target nerve growth factor has been a roller-coaster ride for drug developers and investors. In 2010, expectations...
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Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
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