Investment Works
Contributor since: 2018
Company: Investment works
Latest Articles
Facebook, Shame And Profits: The Long Thesis
Who Is Who In China Retail
SolarEdge Q2 2018: Huawei Looms Large On The Horizon
Tesla Going Private? The Next Leg Of The Short Thesis
Google Q2 2018: Key Takeaways Beyond Reported Financials
An Introduction To Spain's Number 1 REIT: Merlin Properties
Ambev Brewery: Excellent Business, Down 40% And Still Expensive
Asset Allocation For H2 2018: Stocks And Cash Equivalents
Activision Blizzard: Time To Take Gains
Palo Alto Networks FQ3: Reiterating The Long Thesis On Game-Changing Developments
Foot Locker Long Thesis, In A Nutshell
L Brands: A Call To Action To CEO Les Wexner And A Present
SolarEdge Q1 2018: Becoming A Smart Energy Company
Google's Earnings Power As The Opportunity Cost Of Tech Investments
Alphabet Q1 2018: Earnings Power Is Accelerating
Revisiting The Margin Of Safety: The IW Box
L Brands: Pay Current Earnings, Get 3 Free Options To Solid Growth
The Trade Desk And Its Competitive Landscape
SolarEdge: Blue Skies Ahead
PayPal After Q4 2017: The Easy Money Has Been Made
The Trade Desk: The Gem Of Advertisement Offers Growth And Value
The Intelligent Investor: Portfolio Policy For 2018
Sierra Wireless: A Pure IoT Play Selling At Asset Value
Baozun: We Like It, At The Right Price