U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
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DraftKings: First Round Pick
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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StubWorld: Macau Gaming Plays Gain As Guangdong Eases Quarantine Policy
This week in StubWorld ... Guangdong province will lift its quarantine policy with Macau starting tomorrow morning. Macau gaming plays spiked,...
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Crown: Blackstone's Passive Bet, For Now
On the 29 April, Melco International Development (200 HK) announced Melco Resorts & Entertainment (MLCO US) had sold its 9.99% stake in Crown...
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