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Equipment Rental: Shifting Gears
Published February 24, 2021
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Thinking Allowed: Gradually, Then Suddenly
Published February 23, 2021
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Gene Therapy: An Atlas for Investors
Published February 18, 2021
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UK Builders Merchants: Renovation Ready
Published February 9, 2021
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Digital Health: Potential Realised
Published January 20, 2021
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Electrolux: Present Value
Published January 19, 2021
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UCB: 12-Year Itch
Published January 6, 2021
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Boeing: Curb Your Enthusiasm
Published December 17, 2020
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Redburn Review December 2020
Published December 16, 2020
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Thinking Allowed: Life After Brexit
Published December 10, 2020
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SAP: The 2020 Customer Survey
Published December 10, 2020
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Norwegian E&Ps: Options to Grow
Published December 4, 2020
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Airbnb Inc.: Right Brand, Right Time
Published December 3, 2020
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Thinking Allowed: A Clear Case for Separation
Published November 25, 2020
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Industrial Gases: Consolidation Works
Published November 24, 2020
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Moderna: Will the Messenger Deliver?
Published November 17, 2020
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Zalando: The Platform
Published November 11, 2020
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Exchanges: The Gatekeepers
Published November 10, 2020
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Syncona: Sync Differently
Published November 6, 2020
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Inflationology: 20 Questions
Published October 28, 2020
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Brown-Forman: Uncharted Spirits
Published October 12, 2020
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Thinking Allowed: Licence to Operate
Published October 12, 2020
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UK Housebuilders: Suspicious Minds
Published October 8, 2020
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Testing & Inspection: Twin Peaks
Published October 5, 2020
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Howden Joinery: Moats and Castles
Published September 18, 2020
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Ryanair: King's Gambit
Published September 9, 2020
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Cellnex: Gold TIPS
Published September 4, 2020
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Thinking Allowed: In Defence of Equities
Published August 20, 2020
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Dassault Systèmes: PLM for Life
Published August 14, 2020
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Swedish Telcos: Complex and Expensive
Published August 12, 2020