A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Disruption Diaries:Â Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
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U.S. Equity Strategy: Heightened Volatility; Further Consolidation; Bullish Outlook Intact.
Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet...
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Groww Pre-IPO - Scaling Fast in a Competitive Market
Groww is looking to raise up to US$736m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
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[Quiddity Index] S&P500/600 Sep25 Rebal: Final Predictions
The S&P500/400/600 Sep Rebal cutoff was decided at y/day's open. S&P500 predictions are like tilting at windmills, but we like windmills. We...
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