mindmade.
China IPOs: “Like looking for gold in a minefield.”
A humbled Anthony Bolton, the star fund manager from Fidelity, admitted just as much last week when he revealed he’s taken a licking from investments in two US-listed Chinese companies accused of fraud. One has been named (China Integrated Energy, delivering a slip of 90%) while the other has not. Reverse-listing stocks have been intensely [...]
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The next trend in data viz?
Are slopegraphs (pictured above) the next big thing in data viz? Though first introduced by Edward Tufte his 1983 book The Visual Display of Quantitative Information, they’ve never caught on, but some think that they might be on the verge of hitting the mainstream. We recently ran across one in a report published on US-listed Chinese Internet companies’ [...]
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Charts as you type
If you ever wanted to generate a chart on the fly, Chartwell has you covered. Without getting into the technical bits, it is a font that will create a chart of your choosing (pie, line, bars) based on the numbers as you type them. Simple, elegant, cool.
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Don’t pull your punches
When it comes to the opening line of a research report, you’d be hard pressed to come up with one with more impact than the above. Taken from the initiation report by Muddy Waters Research it grabbed world headlines when TRE’s share price plummeted from $25 to $3 over the four weeks since publication. Setting [...]
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The IPO story matters more as markets wobble
The Financial Times reports “investor despondency” towards the underperformance of new floats globally. Glencore and Bankia are but two deals where one can’t help but feel that telling a crisp investment story, focused on genuine strengths, would have made a real difference. The lesson is pretty simple: keep it simple (but not simplistic), keep it [...]
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