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When we examine the investment case for any company we must think of competitive threats. Amazon is increasingly mentioned as potential competiti ...

Gotham City Research's caped crusader brought down Gowex, a formerly €1.4 billion Spanish company, using superior analysis of publicly available i ...

What is the most sensible way to think about the cost of capital? How should an analyst appraise an investment opportunity? This article steers ...

It seems that acquisitions are ‘in' these days, nowhere more so than in the specialty drug sector. With each deal, excited investors and analysts ...

Having worked in various parts of the investment industry the author has an interesting perspective on the business of investment. His experience ...

Value Investment Institute Chair Gary Connolly and board member John Looby discuss topical issues including: Recent instability in the most stable ...

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