Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
300 Views
Hotel Lotte - World's Largest IPO in 1H 2016 (Part 2)
This is part 2 of our report on the Hotel Lotte Co Ltd, which is expected to be the largest IPO in the world in 1H 2016. In this report, we...
615 Views
Changing Diamond Industry Creates Opportunities for Tiffany
Rising global demand and tightening long-run supply lead us to believe wide-moat brands will prosper; of these, we prefer Tiffany.Tiffany's shares...
385 Views
Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
293 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
326 Views