Topics covered: Trading in Pairs, Sustainable Competitive Advantages, International Small Caps, Generating Equity-Like Returns, Fundamental and Technical Analysis, Capitalizing on Market Disclocations, Capitalizing on Inefficiencies, All-Asset Opportunity Strategy
Companies covered: Cai International, Inc. (NYSE:CAP), Accenture plc. (NYSE:ACN), Celgene Corporation (NASDAQ:CELG), Baidu, Inc. (NASDAQ:BIDU), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Union Pacific Corporation (NYSE:UNP), Under Armour, Inc. (NYSE:UA), Starbucks Corporation (NASDAQ:SBUX), The Priceline Group Inc. (NASDAQ:PCLN), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Salesforce.com Inc (NYSE:CRM), Alliance Data Systems Corporation (NYSE:ADS)
