Long ULTA (Ulta Salon) Mar '17 200-Strike Puts at $5.80
The company is the largest specialty beauty retailer in the US; the stock is trading at very high fundamental valuations (P/E 49x, EV/next year...
310 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...
386 Views
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
390 Views
Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
363 Views
Asia Calling: Measure for Measure - Why Fed Tightening Is Great News for High-Beta Assets
* Concerns over China, the US and oil have driven this year's market slump, not the Fed* Yellen's Fed is likely to enact the most 'measured'...
330 Views