Company Analysis
As a fund analyst seeking to move into equity analysis, a blog of my analysis seemed like the most effective method to collect my ideas. Subsequent posts will take the form of comprehensive reviews of listed global companies covering the company's history and strategy, its industry, the risks, catalysts and the current valuation.
I would welcome any comments whether you agree or disagree with my thoughts.
Given my fund analysis background, Ashmore Group (ASHM LN) is a good place to begin.
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