Australian Banks Revisited: A Good Moment To Increase The Short
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Date24 Aug 2016
In May 25 we published an article on Australian banks: “Australian banks: On thin Ice.” Our thesis was: •In early 2016, Australia is at the... Read More →
Is Medpace The Next Healthcare IPO Big Winner?
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Date24 Aug 2016
Medpace(Pending:MEDP) is one of the world’s leading clinical contract research organizations, or CROs, by revenue, solely focused on providing scientifically driven clinical development Phase I-IV... Read More →
Evermore Global Advisors: Alpha Through Corporate Catalysts
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Date24 Aug 2016
By Robert Huebscher Evermore Global Advisors was established in 2009 by David Marcus and Eric LeGoff. David and Eric bring the methods of their mentor,... Read More →
Zombie Banks: Low Price/Book Ratios Characterize The Walking Dead
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Date24 Aug 2016
It’s generally accepted that zombie banks appeared in Japan in the 1990s and are responsible for the inability of the Japanese economy to sustain any... Read More →
DJI Holdings Reaffirms Plans To List On Nasdaq And Provides Business Update
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Date24 Aug 2016
Since my recommendation for LSE Aim listed DJI Holdings (Private:DJIH) two months ago, quite a lot more information has emerged from the company’s AGM on... Read More →
DRA: A Diversified Real Asset Fund For Your Portfolio
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Date24 Aug 2016
Over the last few days we have been focusing on infrastructure and utility related investments. This all started when I decided that it was time... Read More →
Bank of Montreal's (BMO) CEO Bill Downe on Q3 2016 Results – Earnings Call Transcript
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Date24 Aug 2016
Bank of Montreal (NYSE:BMO) Q3 2016 Earnings Conference Call August 23, 2016 02:00 PM ET Executives Jill Homenuk – IR Bill Downe – CEO Tom... Read More →
Billion-Dollar Unicorns: iCarbonX Wants To Create A Digital You
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Date24 Aug 2016
According to a MarketsandMarkets report published last year, the global healthcare analytics market is projected to grow 26.5% annually over the five-year period to be... Read More →
Ebb Tide
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Date24 Aug 2016
“First the tide rushes in, Plants a kiss on the shore, Then rolls out to sea And the sea is very still, once more” –Ebb... Read More →
Wesfarmers Ltd. 2016 Q4 – Results – Earnings Call Slides
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Date24 Aug 2016
The following slide deck was published by Wesfarmers Ltd. in conjunction with their 2016 Q4 earnings call. 162 – Notes: