Monday, January 4, 2016

LATAM Airlines Offers A 60% Upside To Its Intrinsic Value


LFL enjoys monopolistic routes in its main regions.
Margins should expand by 450bps, thanks to the cost efficiency initiatives.
Trying to optimize yield x load factor is the best method to ensure profitability in this industry.

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Why I Believe Highpower International Revenues Should Surprise In The Coming Year

Electric vehicles and smartphones should keep the demand for lithium batteries high for the next 15 years. Lithium and cobalt prices a...