//Investment research report

Everysport A – A growth story emerges

The strategic change towards affiliate marketing is expected to drive growth and margins Everysport is steering their business model towards affiliate marketing, which will increase the monetization of the readers. This will bring the growth back, and we estimate that the revenue will grow 8.3% CAGR 2018 – 2022. The incremental margins on higher monetization [...]

The Elephant Next Door – Yield curve anomaly provides free leverage for hedged speculation in the yield curve front end

Growing concerns of an imminent economic slowdown has triggered investors to look for safer alternatives. Portugal has shown strength by recovering since the crisis in 2012, with persistent growth and a declining unemployment. Amongst the love clouds, we find several warning signs that might affect their 10-year government bond yield. At the same time, we [...]