SID 0039 Mitel (MITL) - Part 1
Mitel has was long relegated to obscurity within the institutional investment community. However, the discussion in this series of episodes will broa...
Stocks-in-Depth
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The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
SID 0038 Realty Income Part II
Realty Income has a diversified portfolio by sectors within the single parcel commercial property market. What are the risks of each sector, and how ...
SID 0037 Realty Income (O) - Part 1
Realty Income operates in a commoditized industry, the ownership of standalone real estate parcels used by certain commercial retail enterprises. In ...
SID 0036 Knowles (KN) Part III
Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7. What might further stimulate the worl's appetite for ...
SID 0035 Knowles - Part 2
Knowles two most important businesses, MEMS microphones and hearing aid components, share a common theme of eroding market dominance. But, management...
SID 0034 Knowles (KN) - Part 1
Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisition of Sound Solutions. MEMS...
SID 0033 Free Trade Doesn't Work - Part 4
Donald Trump is about to be inaugurated as the 45th president of the United States. As far as we can tell, every other country in the world advances ...
SID 0032 Free Trade Doesn't Work - Part 3
Institutional investment strategists follow economic and market data closely, and tend to weave together a narrative that explains the current trend. ...
SID 0031 Free Trade Doesn't Work - Part 2
The historical record shows that countries that rise to economic greatness did so through a strong industrial policy, which incorporates tariffs and n...
SID 0030 Free Trade Doesn't Work - Part 1
History is replete with unanticipated events: Pearl Harbor, the dismantling of the Berlin Wall, the 2008 credit meltdown, and now the improbable ascen...