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Read more about the article Adjusted EBITDA – The Hut Group

Adjusted EBITDA – The Hut Group

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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The Hut Group stock has collapsed. There were some signals of the risks. We think the accounting is aggessive.

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Read more about the article China Changes

China Changes

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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Chinese tech stocks have been hit by recent Government action. We examine whether the derating is justified and what might come next.

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Read more about the article Using Estimate Revisions to Research a Stock

Using Estimate Revisions to Research a Stock

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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Tracking estimate revisions is an essential element of the research process. This article explains how to monitor them and some of the nuances which can can sometimes give a false impression.

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Read more about the article Does Your Portfolio Have Too Many Stocks?

Does Your Portfolio Have Too Many Stocks?

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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What’s the right number of stocks and the right level of concentration for an equity portfolio? Spoiler…it’s difficult.

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Read more about the article Greensill: What have we learned?

Greensill: What have we learned?

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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A recap of what we learned about Greensill and some new info - not one of the top 10 exposures appears to have been at arms’ length.

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Read more about the article Why Ferrari will not race away

Why Ferrari will not race away

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  • Post published:March 8, 2022
  • Post category:Blog
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A look at Ferrari’s valuation and its longer term investment prospects.

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Read more about the article Doc Martens and Operating Leases

Doc Martens and Operating Leases

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  • Post published:March 8, 2022
  • Post category:Blog
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BACKGROUNDThe intention behind IFRS 16, which brings notional lease liabilities on to the balance sheet, was to assist investors and lenders who wanted to understand the true indebtedness of the…

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Read more about the article Greensill Revisited

Greensill Revisited

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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We revisit Greensill and re-examine the clues ahead of its demise and look at some broader implications as well as some other stocks tied up.

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Read more about the article Amazon’s Cash Flow

Amazon’s Cash Flow

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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INTRODUCTIONWe published a blog on Amazon around a year ago where we explored the issue of free cash flow. We explained then that Amazon uses three different definitions of free…

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Read more about the article Netflix: Cooked? Episode 2

Netflix: Cooked? Episode 2

  • Post author:admin
  • Post published:March 8, 2022
  • Post category:Blog
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In this blog, we further examine how Netflix accounts for its spend on content and conclude that it's neither conservative nor consistent with its accounting policies.

Continue ReadingNetflix: Cooked? Episode 2
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