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Dec 20, 20234 min read
Nyfosa AB: a recovery
Key financial metrics Company overview Nyfosa AB is a Swedish commercial real estate landlord. Nyfosa generates revenue by leasing out...
Nov 20, 202316 min read
ARM: Priced for perfection
Simple big idea We believe that ARM is a fundamentally sound business trading at an unreasonable valuation post-IPO. When given very...
Oct 7, 20232 min read
Global Opportunity Update: USDEGP, Bonds, EU Property Market
USD/EGP Short: The annual inflation rate in Egypt rose to 37.4% in August 2023, up from 36.5% in the previous month. This has continued...
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