Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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Kroger (KR): Re-Opening Headwinds & Downside Risk
A grocer lapping huge market share and industry benefits including a jump in fuel profits that faces difficult comps, increasing competition,...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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