A recent report by The Wall Street Journal identified a new generation of supercomputers as the fuel behind Big Oil’s “digital arms race to find oil and trim costs.” Indeed, make a quick visit to the websites of most of the Supermajors – that’s BP,...
In the midst of the worst flu season in a decade, Japanese pharmaceutical company Shionogi & Co., Ltd. is making headlines for a new drug it says can kill the influenza virus in 24 hours with a single dose. Today, only a handful of treatments exist...
Portfolio Manager Steve Vannelli will host two quarterly conference calls to update investors on recent performance and outlook for the Gavekal Knowledge Leaders investment products. A US mutual fund call will take place tomorrow, January 21 at 4:15pm ET. On Friday, January 22 at 2pm...
Last week, Steve Vannelli was a guest on Killer Innovations Radio, a show about ideas, creativity and innovation -- where leading innovators discuss how to go from ideas to breakthroughs. He discussed a few companies that make the cut as Knowledge Leaders, some on their way out...
We're pleased to present our first quarterly commentary on the Gavekal Knowledge Leaders Indexes, the intellectual property behind our new strategic beta products. As a data driven firm, we spend significant time working with data, from sourcing it to scrubbing it to identify Knowledge Leaders,...
Profitability and investment are inextricably linked through time. A company's investment decisions today will ultimately drive its profitability level tomorrow. The fruits of a company's investment decisions eventually show up in profitability metrics such as free cash flow margin, operating cash flow margin, and return...
