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curities. 2) fee-sharing with mutual funds offered on is platform. 3) charging money market management fees. and 4) collecting trading commissions. Investment Thesis I) High Quality Business SCHW holds $25 trillion in client assets. > 4x more than TD Ameritrade and >8x that of Evade. Asa result. it is able to s
r Price (CAD / USD) Shares Outstanding IM) Market Cap (SM) Net Debt Enterprise Value (SM) ROE SY Avg ROIC SY Avg ROCE SY Avg Dividend Yield Company Overview ATD es a Canadian company that grew up internationally in the US & Europe to become the world's largest c-store and gas station operator. Over 10.0
EV EMMA: Psalm S103.29 $35.60 2.5% 091 35(bi 10 Pike Target: Moroi st:,1 . .4300.1, Ana' C0CM 50.• iO Lin VI/S015 :law Is a z.s o Investment Thesis Dexcom is a short today for three reasons. The market is underestimating the competitive dynamics within the industry along with overestimating the
on is moving towards an integrated device and longer life sensors. which means market share and pricing pressure for pure-play CGM provider Dexcom. Company Overview Dexcom designs and develops continuous glucose monitoring systems for patients with diabetes. Currently 29m people in the US are affected by dia
sed focus on sales, which is where his natural strength lies. He is expected to sign an employment agreement and non-compete contract upon closing. Investment Thesis ImageOne looks to be a "Triple Play Opportunity", a candidate where one can increase value three ways: 1. Organically increase Revenues and EBITDA
aKAIN `ritP CAPITAL Confidential investment review Company Overview imageone ndustries ImageOne Industries, Inc., based in Philadelphia, PA, is a manufacturer and provider of products and services related to facili
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