Equipment Rental: Shifting Gears

Published February 24, 2021

Thinking Allowed: Gradually, Then Suddenly

Published February 23, 2021

Gene Therapy: An Atlas for Investors

Published February 18, 2021

UK Builders Merchants: Renovation Ready

Published February 9, 2021

Digital Health: Potential Realised

Published January 20, 2021

Electrolux: Present Value

Published January 19, 2021

UCB: 12-Year Itch

Published January 6, 2021

Boeing: Curb Your Enthusiasm

Published December 17, 2020

Redburn Review December 2020

Published December 16, 2020

Thinking Allowed: Life After Brexit

Published December 10, 2020

SAP: The 2020 Customer Survey

Published December 10, 2020

Norwegian E&Ps: Options to Grow

Published December 4, 2020

Airbnb Inc.: Right Brand, Right Time

Published December 3, 2020

Thinking Allowed: A Clear Case for Separation

Published November 25, 2020

Industrial Gases: Consolidation Works

Published November 24, 2020

Moderna: Will the Messenger Deliver?

Published November 17, 2020

Zalando: The Platform

Published November 11, 2020

Exchanges: The Gatekeepers

Published November 10, 2020

Syncona: Sync Differently

Published November 6, 2020

Inflationology: 20 Questions

Published October 28, 2020

Brown-Forman: Uncharted Spirits

Published October 12, 2020

Thinking Allowed: Licence to Operate

Published October 12, 2020

UK Housebuilders: Suspicious Minds

Published October 8, 2020

Testing & Inspection: Twin Peaks

Published October 5, 2020

Howden Joinery: Moats and Castles

Published September 18, 2020

Ryanair: King's Gambit

Published September 9, 2020

Cellnex: Gold TIPS

Published September 4, 2020

Thinking Allowed: In Defence of Equities

Published August 20, 2020

Dassault Systèmes: PLM for Life

Published August 14, 2020

Swedish Telcos: Complex and Expensive

Published August 12, 2020