Themefolios - Peers & More
Coming soon: Newsfolio | Shortfolio
After extensive market research, we have added a company to our watchlist that describes itself as a special situations investment manager. If you are interested, you can find out exactly what this description is all about on Kerrisdale Capital's website (link). In line with the Themefolio concept, we include the service in our Themefolio coverage, partly because the research house makes its indications available for public inspection in a transparent manner. All the features available on our platform can be used to obtain a quick and convenient overview of the hit rate and forecasting ability. The values recorded in this TF represent long positions. As the research company also shares short signals with the investment community, a corresponding SSIM TF will follow shortly.
| ID | Company | ISIN | WKN | BB Ticker | RIC Code | Research | About | Factsheet | Terminal | Website | Bookmark | B/S |
|---|
Our aim is to keep usability and user-friendliness at a high level. The vast majority of the information on offer can be used free of charge and without restrictions. To be able to implement this philosophy in the long term, we need support. We receive this support through cooperations or marketing partnerships that use our information platform to present themselves, services or products. In some areas, we work together with agencies that specialize in marketing.
In order to make the user experience as pleasant as possible for visitors, we try to integrate advertising in a discreet and less disruptive way. We also aim to only provide you with product recommendations that match your interests. If you like the information we offer, we would also be delighted if you paid a visit to one of our advertising partners. We assure you: Part of the revenue will be consistently reinvested in the expansion of our platform.
Please note that Themefolios were conceived as information carriers and merely represent a non-binding compilation of companies that are linked to each other by similarities, special features or certain patterns. Themefolios are not financial products. They serve as a source of information and knowledge and offer a wide range of research opportunities. Interested investors have the opportunity to examine the individual business models, identify strengths and weaknesses and analyze the players in detail thanks to numerous additional functions. A direct comparison allows you to determine the heavyweights of the sectors and identify promising newcomers. Based on the price trends, you can see at a glance whether investors are more likely to decide for or against an investment.
Themefolio's are designed as a community product. Due to their complexity, they enable interaction on different levels. The compilations are deliberately kept open in order to give interested parties the opportunity to get involved through targeted feedback. One option, based on the keep-it-simple principle, is to suggest companies for inclusion or addition.
Note on the Themefolio AI profiler:
This is a LAB functionality that is experimental in nature. In the version available for free use, the AI analyzes up to five companies in the portfolio. The analysis can provide you with further aspects that may be useful for forward-looking investment decisions. The Enterprise version has additional options. It allows you to subject your own portfolio setups to an InDepth analysis. You are welcome to test the free version. You can also use the 360°-Info-Hub to access further company-specific information of relevance.
If you would like to create your own Themefolio or even share it with the community, you have the opportunity to do so as a registered member of the community. All you have to do is log in to your user account and follow the procedure described there for creating a Themefolio. If you would like to provide editorial support for your Themefolio, this is also possible.