Archive - BlackBull Research

February 2025

The folly of agile | AI and why the working week won't reduce

Or, some thoughts on economics

Feb 26 •

BlackBull Research

What do you do about Spark?

Should heads roll?

Feb 25 •

BlackBull Research

Thoughts on what makes a good board and director | Ryman raises, Novo does good

Some thoughts on the qualities a good director needs to have

Feb 24 •

BlackBull Research

Join my new subscriber chat

A private space for us to converse and connect

Feb 21 •

BlackBull Research

Gold, NZ Windfarms, and Eden GPT makes it debut

And of course booze

Feb 18 •

BlackBull Research

Milking the A2 Cow

Starting the day thinking about A2 Milk and Synlait — 4% EBITDA upgrade for FY25…was interested to note that English label growth beat Chinese label…

Feb 17 •

BlackBull Research

Finally a stock I like...this one is a real deal

Feb 13 •

BlackBull Research

Hello Stagflation, my old friend

A quick jaunt through alternative assets and the 1970s

Feb 12 •

BlackBull Research

David Tepper bought more China | Is Calvin Klein BRAT?!

Plus: ikeGPS, Kering and some Aussie

Feb 11 •

BlackBull Research

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