Illiquid Alpha
Research on companies the analysts' don't cover, and companies the analysts doesn't use. Focus on companies with no sell-side coverage in Europe (namely Slovenia and CEE), and the handful of US names in my own portfolio.
Research on companies the analysts' don't cover, and companies the analysts doesn't use. Focus on companies with no sell-side coverage in Europe (namely Slovenia and CEE), and the handful of US names in my own portfolio.