SK Hynix lists on Nasdaq this week. $28 billion raise. Biggest foreign listing of its kind in years. Most people are writing about accessibility. US funds finally get a way in. One analyst put it cleanly: the listing removes an …
I wrote up a detailed deep dive on Sun Art Retail (6808.HK) - can be found on Substack (free to read) under the username boringcorners. WHAT MAKES THIS INTERESTING 2nd largest supermarket player by revenue in China behind Walmart/Samsclub Net …
Just pulled the paywall on this Röko/Lifco writeup. Enjoy!
Background: I've spent twenty years doing data ontology work professionally — building the semantic structures that turn raw, ungoverned data into something usable, most recently at SurveyMonkey. On the side I've built a personal screener pulling 16 years of SEC …
Background: I run a Substack where I pull 16 years of SEC XBRL data on roughly 1,700 tickers and build true FCF screens — operating cash flow minus CapEx minus SBC. Last week I published a detailed DCF on Comcast. …
Alpargatas is a historic footwear manufacturing company (oldest company still traded in the Brazilian exchange), with a rich history in Brazil and Argentina, creating category-defining brands in both countries. Like any old company, its portfolio has changed a lot over …