Browsing: rerating

This article was written byFollowMSc in Finance. Long-term horizon investor mostly with 2-5 year horizon. I like to keep investing simple. I believe a portfolio should…

This article was written byFollowAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund’s…

This article was written byFollowI’m an ACC-qualified finance professional with a Master’s in Audit & Accounting from Istanbul University and certificates in Data Analytics from Coursera.…

This article was written byFollowI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a…

This article was written byFollowEquity Research Analyst at DM Martins Research.I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but…

Indian equities are entering what Morgan Stanley’s Ridham Desai calls a “rare combination” phase that, in his view, strengthens the case for a valuation re-rating of…

This article was written byFollowThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should…

This article was written byFollowHi, I’m Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal…

This article was written byFollowI write about companies I find interesting, with the aim of identifying mispricings and overlooked opportunities. My focus is on understanding the…

This article was written byFollowI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living…