Investment Recipes
Issue #10, 19 February 2020AtonRâ Partners' research publication, brought to you every 2 weeks, with articles covering the latest developments in our investment themes.
In this issue of Investment Recipes:
Digital Feeling
Sensors are the fundamental building blocks of the connected world of tomorrow.
Blood Disorders: Stop The Bleeding
For many blood diseases, defective genes have been identified, making them highly compatible with gene therapy.
Are Surgical Valves Set To Disappear?
Less invasive transcatheter approaches represent the new frontier of heart valve technology.
Black Knight Inc. – The Champion of Proptech
Given its operational efficiency, strategic acquisition policy, and a high degree of innovation, we are confident about the company’s long-term growth.
The Rebirth Of Alternative Lenders In China
Stricter regulation on Chinese alternative lenders allowed to clean up years of excesses.
WEX INC. – Leader In Business Payments
We recently added Wex Inc to our Mobile Payments portfolio.
Removing CO From The Air
Carbon capture is a nascent but promising industry which could surely contribute to climate change mitigation.
Tesla – An Innovator Propelling Innovation
Tesla solved the biggest issues affecting the company: deliveries and financial sustainability.
Coronavirus – Spreading Market Volatility?
The initial data about the Coronavirus pandemic were showing a geometric progression of about 50%, with resulting projections pointing to >1mn cases in a very short timeframe.
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This report has been produced by the organizational unit responsible for investment research (Research unit) of AtonRâ Partners and sent to you by the company sales representatives.
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