On the Road: Nordic Financials
Jeff Thomson discusses his findings from his recent research trip to the Sweden and Denmark.
Funny Money in Silicon Valley
Now that the tech titans are pushing investors to focus on earnings excluding stock based compensation, investors need to be twice as careful.
On the Road: US Healthcare
Jonas Palmqvist shares his findings about the US healthcare sector following his recent research trip.
On the Road: Property
Bruce Smith discusses the insights gathered from his recent research trip into three Australian-listed globally-focused property companies
On the Road: Texas
Johan Carlberg shares his insights into the US energy sector from his recent trip to Texas.
Sector Spotlight: Telecommunications
This quarter, Bruce Smith shares his thoughts on the current trends and outlook for the telecommunication sector.
On the Road: China
Stephane Andre shares his insights following his May trip to China.
On the Road: US Housing Market
Shane Kelly discusses his week traveling throughout the US in order to gauge the rate of recovery taking place in the US homebuilding sector
On the Road: US Oil Sector
Stephane Andre shares his thoughts following his trip to the US in November to understand the economics of the various shale oil basins and the strategies being pursued by oil producers
