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

Faang Critical Supports into Exhaustive Rise with Warning Signals

Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals

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

Tencent: Feedback from Meeting with Senior Management

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>We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a detailed presentation on the developments at Amazon Web Services (AWS), which represents c85% of Amazon’s group EBIT. Our notes are below.</p>

We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a detailed presentation on the developments at Amazon Web Services (AWS), which represents c85% of Amazon’s group EBIT. Our notes are below.

Amazon – Feedback from Meeting with Senior Management

Amazon.com Inc

Amazon – Feedback from Meeting with Senior Management