Industry trends: Putting today's numbers in perspective
We examine ten years of accounting and valuation data using the largest companies around the world in an industry to get a sense of perspective and to see what trends and anomalies are developing.
MiFID II compliance
As a regulated research provider, we fully understand the importance of regulatory compliance. To ensure that our emails do not breach MiFID II rules on inducements and the distribution of research, all of our emails are now structured according to the following rules:
No recommendations or suggested investment strategies
No opinions as to current or future values
No comment on individual financial instruments
As a regulated research provider, we fully understand the importance of regulatory compliance. To ensure that our emails do not breach MiFID II rules on inducements and the distribution of research, all of our emails are now structured according to the following rules:
- No financial benefit: The information in our emails is available for free on our website, Bloomberg, Factset, ResearchPool and video summaries are available on our YouTube channel.
- Marketing materials: Our emails aim to keep you up to date with the work we are doing but not any conclusions we may draw. They will specifically avoid being defined as research as defined by MiFID II in Article 36 so there will be:
No recommendations or suggested investment strategies
No opinions as to current or future values
No comment on individual financial instruments
- Inducements: Bucephalus Research Partnership is a research company. We don’t trade or provide corporate advice. Moreover, we have no relationship with companies that provide these services, as such our emails cannot be perceived as an inducement to trade or being able to generate a conflict of interest
Important
This note is written with the sole purpose of highlighting some issues we think are important.
It is not a recommendation to BUY or SELL any of the securities mentioned and should not be taken as such.
Readers should form their own opinions about the company and seek appropriate advice.
Please read the Bucephalus disclaimer.
This note is written with the sole purpose of highlighting some issues we think are important.
It is not a recommendation to BUY or SELL any of the securities mentioned and should not be taken as such.
Readers should form their own opinions about the company and seek appropriate advice.
Please read the Bucephalus disclaimer.