Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Xero Passes the Tipping Point; FVE Increased 10% to NZD 23
Narrow-moat-rated Xero reported a strong fiscal 2017 result that was slightly better than we expected. We have increased our fair value estimate by...
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# AppleTax
The EU decision to order the Irish government to collect EUR13bn in back taxes from Apple has been a hot topic of debate in recent days.With many...
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Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month
Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...
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Greece's Travel & Tourism industry shines amidst crisis
The Greece government is running out of time and money. 320 billion euros is the size of their debt mountain. Money enough to carry out 15 Apollo...
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