Research

Weekly research notes covering the full spectrum of asset classes

Where we are headed now

February 25, 2018 /Mate Rimar

“Toto, I’ve a feeling we’re not in Kansas anymore”, The Wizard of Oz. Opening thoughts – jargon During the last three years’ I spent in Bocconi, the world as I know it, changed. Currently the world’s most powerful man speaks like an 8-year-old, tweets like an 8-year-old, and watches the television shows of an 8 […]

The Venezuelan Horror Story

November 25, 2017 /Fiona Huang

Vending machines for gold bars, exotic animals as domestic pets, traffic jams of sports cars, mind-blowing five-star hotels and shopping malls; lavish is probably the first word you think of when asked to describe the major oil-exporting countries in the Middle East. But what if I told you that the country with the world’s largest […]

Using the CAN SLIM investment system to assess Regeneron Pharmaceuticals

November 4, 2017 /Stefan Larsen

The following is an assessment of Regeneron Pharmaceuticals (REGN), an American biotechnology company, using the CAN SLIM investment system, created by Investor’s Business Daily Founder J. O’Neil. Each letter in the acronym stands for a key characteristic to look for in the company; the focus will be on the Current Earnings, Annual Earnings Growth, New […]

The Infosys Fiasco

October 21, 2017 /admin

By Fiona Huang and Kantesh Krishnam A Spat Worth Three Billion Dollars Infosys Ltd. could do with some support; a spat—led by ex-chairman NR Narayana Murthy—between the board of the Indian computer services giant and its founders, prompted Chief Executive Officer, Vishal Sikka, to resign. As the latest example of how India’s venerable business titans […]

Evercore: Behind the Curtains of a Leading Investment Bank

October 14, 2017 /Tasleem Ahmad

Today, we are going to look behind the scenes of an investment bank to see its inner workings. In this article, we will break down the income sources of Evercore and attempt to value the company, all whilst including a few M&A industry statistics, along with some information we found particularly interesting—such as the wage […]