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.

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?