Bocconi's Valkyrie Trading Society
Contributor since: 2019
Articles
Viatris: At Least 20% Upside, But Not Everyone's Cup Of Tea
GlaxoSmithKline: Growth Only A Couple Of Years Away
Recent Developments Help Raytheon, But They Help BAE Systems More
Macro Developments Benefit Ingredion More Than Market Realises
GlaxoSmithKline Or AbbVie: Choices In High-Yield Pharma
Rubis: Volumes Are The Problem, Not Price
Covestro's Portfolio Delivers From Chinese And Home Exposures
Lumen Can Pay Down Debt Easily To Trade With Comps
Bristol Myers Squibb: The MyoKardia Acquisition Was Not A Bad Idea
Cogent Looks Expensive Given Uncertain Long-Term Future
AXA Discounted For The Sin Of Following Regulatory Recommendation
CVS Is Better Positioned To Be The Modern Pharmacy
Walgreens' Retail Strategy Will Suffer Short Term And Have Less To Give Long Term
Signify Has Room For Margin Expansion And Infrastructure Tailwinds
Enel Americas Merger With Enel Green Power LatAm Will Highlight Safety Of Minority Position
EDP Is Sufficiently Protected From FX And Emerging Market Risks
CenturyLink, Now Lumen, Does Not Have A Payout Problem
Asahi Homes Outperformed, But Along With Other Segments There Are Dark Clouds
Meggitt's Discount Seems Excessive As A Subsystem Player Not Entirely In Defense
LafargeHolcim: Keynesian Tailwinds Coming Up
Royalty Pharma Discounted Despite High ROIC Business Model
Veolia Is Future Proof And Great For Managing Portfolio Risk
Sumitomo Chemicals' Non-Pharma Businesses Are Given Essentially No Value By Markets At Current Price
Enel Americas: Q2 Struck By FX Effects But Business And Repatriation Risks Still Limited
Lazard: Restructuring And Sovereign Debt Advisory Can Keep The Party Going
Unilever's Shrinking Receivables Concurrent With Sales Resilience Indicate Quality And Reliability Of Dividend
Iren Insulated From Pandemic And Even From Regulatory Change
Lazard: Left Behind On Restructuring Hype And Expected Investment Bank Weakness
Orange Is Not Worth Prioritizing For Dividend Based On FCF Conversion And Yield
Novartis Q2 Struck By Deferrable Portfolio Elements, But Pipeline Continues To Develop
Enel Americas Not Recognised For ESG Exposure And Diversified Concession Risk
Adyen Is A Leading Company In A Growing Industry, But The Price Is Steep