Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
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Base Inc: Taking a Wrong Turn
We loved Base at the time of the IPO. However, we are considering changing that opinion, as losses are starting to head the wrong way while Base...
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🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
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MYEG: Vaccine and Concession - Worries Unfounded
Many investors worried about a few things on My E.G. including ties with the previous government that will cause loss of concession (corporate...
309 Views
🇯🇵 JAPAN • Four Quadrants - Contrarian Sells
CONTRARIAN SELLS - In the DETAIL below, we shall review the current 'crop' of Contrarian Sells for potential opportunities.
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