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

Last Week in GER Research: Wuxi Biologics Placement, Budweiser APAC IPO, Slack and CIMC Direct

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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 Capital Markets

Slack Technologies Inc / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/slack-technologies-inc" target="_blank" data-smartkarma-citation="entities:27904:1" rel="noopener">Slack Technologies Inc (WORK US)</a> ​released its reference pricing of $26 a share ahead of its direct IPO today. We note a few points on the deal.Slack early trade: potentially high free float and share count are a concernBillings growth below revenue growth An unjustifiable DCF valuation when compared to MicrosoftNot as profound as Microsoft

Slack Technologies Inc (WORK US) ​released its reference pricing of $26 a share ahead of its direct IPO today. We note a few points on the deal.Slack early trade: potentially high free float and share count are a concernBillings growth below revenue growth An unjustifiable DCF valuation when compared to MicrosoftNot as profound as Microsoft 

Slack Direct IPO: 낙관론이 넘쳐난다