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Latest Issues

Enbridge Inc. (TSX/NYSE: ENB)

Stable downside protection for investors with replacement costs exceeding Enterprise Value

Please read disclaimer at bottom of writeup - this report is not investment advice

4 days ago
Paid

The Hub Power Company

Pakistan's Largest IPP Quietly Became Something Else. The Market Hasn't Fully Noticed.

  1. Investment Thesis
9 days ago
4
Paid

Essential Properties Realty Trust, Inc.

Services Mid Market REIT

Please read disclaimer at bottom of writeup - this report is not investment advice

16 days ago
2
Paid

United Bank Limited

The Best Trade in Pakistani Banking Now Has to Become a Business

Investment Thesis

16 days ago
3
Paid

Gore Street Energy Fund FY26 Earnings

Decrease in NAV opens up possibility of continuation vote being brought forward

Please read disclaimer at bottom of writeup -this report is not investment advice

24 days ago
3
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Authors

The writers behind this newsletter.

  • Aalim Azeez Ur Rehman

    Ex Investment Analyst for various hedge funds in the UK, USA, and Germany. Currently based in London.

  • Musa Iftikhar

    Ex-EY | Head of Strategy & Business Development.

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