IPO and L/S equity, 2015 Starmine top stock picker, Global Equity Research Ltd

Rickin Thakrar

14 years of experience in global investment research and trading. In relation to research, we focus on IPO, Event-driven and large-cap non-consensual ideas. In relation to trading, we focus on generating positive index-adjusted returns and have had several top-decile or top-quartile performances over the past three years. In terms of background, I have worked at several sell-side firms (JP, Redburn, Haitong, Mainfirst), won Starmine as top stock picker in European Food Retail in 2015 and have been voted top one to top-five by institutions and hedge funds. Please do ping us if you would like any further info. 

Global Equity Research Ltd. (GER) is an appointed representative of Messels Ltd., which is authorised and regulated by the Financial Conduct Authority of the UK.

IPO and L/S equity, 2015 Starmine top stock picker

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Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Bottom-Up

<p><em>Amazon reported a robust set of 1Q earnings with beats across the board. The big surprise from Amazon was its decision to increase its annual US Prime membership to $119 a year from $99 a year. We believe Amazon has done so because a) its free cash flow inc. leases is down by 83% over the past 12 months and AMZN a slight net cash position now vs 13bn in cash a year ago (inc. acquisitions) and b) Price increases should be 'absorbed' by the US consumer a la Netflix despite a slowdown in pure</em>…</p>

Amazon reported a robust set of 1Q earnings with beats across the board. The big surprise from Amazon was its decision to increase its annual US Prime membership to $119 a year from $99 a year. We believe Amazon has done so because a) its free cash flow inc. leases is down by 83% over the past 12 months and AMZN a slight net cash position now vs 13bn in cash a year ago (inc. acquisitions) and b) Price increases should be 'absorbed' by the US consumer a la Netflix despite a slowdown in pure…

Amazon 1Q18 Review – More Price Increases on the Way?

Amazon.com Inc

Amazon 1Q18 Review – More Price Increases on the Way?