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    Adriano Milani
    • Jan 29
    • 6 min

    Haier: an arbitrage-like opportunity between Frankfurt and Hong Kong

    Adriano Milani
    • Dec 8, 2020
    • 11 min

    StoneX: strong upside potential after a great acquisition

    Adriano Milani
    • Oct 27, 2020
    • 14 min

    Nelnet: an asymmetric risk/reward opportunity

    Integer Investments
    • Sep 14, 2020
    • 6 min

    Academic evidence on trading strategies and insider transactions

    Adriano Milani
    • Sep 8, 2020
    • 7 min

    STORE Capital: buy the superior business model

    Integer Investments
    • Aug 8, 2020
    • 10 min

    Axon: great business, too expensive

    Integer Investments
    • Apr 13, 2020
    • 9 min

    Is China overtaking the US sooner than expected?

    Integer Investments
    • Apr 7, 2020
    • 5 min

    Companies we are buying: WIX

    Integer Investments
    • Apr 2, 2020
    • 5 min

    How SMEs Can Effectively Manage Cash Flow in a Period of Crisis

    Integer Investments
    • Mar 22, 2020
    • 5 min

    What stocks to buy in this market

    Integer Investments
    • Mar 12, 2020
    • 7 min

    What does Warren Buffett think about the current market?

    Integer Investments
    • Mar 9, 2020
    • 6 min

    Market update: From bad to worse

    Integer Investments
    • Mar 1, 2020
    • 16 min

    Letter to investors

    Cristiano Bellavitis, Ph.D.
    • May 8, 2018
    • 1 min

    A Balance Sheet Analysis of the Major Australian Banks (ANZ, CBA, NAB, WBC)

    Cristiano Bellavitis, Ph.D.
    • Feb 25, 2018
    • 6 min

    Berkshire letter: A summary and a few comments

    Ben Roberts
    • Nov 14, 2017
    • 8 min

    Is Kimberly-Clark Corporation anything more than an income stock?

    Ben Roberts
    • Nov 14, 2017
    • 1 min

    Disney: Earnings Expectations

    Callum Lo
    • Oct 31, 2017
    • 1 min

    Alphabet's Earnings: High Profitability Even As Key Metrics Worsen

    Callum Lo
    • Oct 26, 2017
    • 1 min

    What To Expect From Alphabet's Upcoming Earnings

    Jesse Medcalf
    • Oct 24, 2017
    • 1 min

    Microsoft Earnings Expectations

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