Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Technical Analysis

Environment, Social and Governance research

FX & Rates

Analysis of bonds and other fixed income instruments

Credit

Analysis of underlying commodity demand & supply dynamics, price trends and forecasts

Commodities

Macroeconomics

Asset allocation and country/region investment strategy

Cross Asset Strategy

Deep-dive assessments of company accounting irregularities

Forensic Accounting

Debt Capital Markets

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Quantitative Analysis

Thematic (Sector/Industry)

Crypto

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

Japan

Genda Inc. operates amusement businesses. The Company provides amusement facilities operation, online crane game operation, amusement machine rental, and other services. Genda provides its services throughout Japan.

Consumer Discretionary

Profile and Examine Quality of Businesses

Quality Investing

Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities. Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.

Profile and Examine Quality of Businesses, Quality Investing

Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities.
Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.

Quality Investing
Profile and Examine Quality of Businesses
• Quality Investing

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