Insights
Latest insights.
Simulation
Structured financing return simulation
A simulation of returns on a structured financing, shown without client names, counterparties or deal figures.
In preparation
Portfolio update
Low volatility large cap portfolio update
An update on a low-volatility, large-cap equity portfolio, shown without client names or figures.
In preparation
Equity research
Vroom, Inc. (VRM)
A white paper on the online used-car retailer: the market, its competitors, the business model, logistics and valuation.
In preparation
Equity research
ASML Holding NV
A white paper on the lithography leader: Moore's law, its technology, the drivers of demand, valuation and risks.
In preparation
