Simon Daly

Equity Research Analyst
Contributor's Links: Investing in Reflexivity
I focus on value investing and reflexivity in the financial markets.
Following: 16 Followers: 753

ALL CONTRIBUTIONS

ADMA Biologics: Almost Ready To Run Between The Toes Of Giants
Tuesday, March 6, 2018 10:27 PM EST
ADMA’s lead product candidate has positive data, positioned for high unmet medical need. The burden of lifting regulatory hold is lower than might be perceived by investors at present.
In this article: ADMA
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China’s Economy In Q1 ’17
Tuesday, March 28, 2017 6:28 AM EST
The PBOC has been guiding money market rates higher since to close the offshore/onshore yield differential with Hong Kong, discourage capital outflows and maintain stability with the yuan as the HKMA raises rates.
In this article: CAF, CHIE, CHII, CHIQ, CHIX, ASHR, ASHS, AFTY, CHIM, CHAU, CHAD, ASHX, CHN, ECNS, FCA, GCH, JFC, MCHI, PEK, TDF, XPP, FXP, GXC, FCHI, YXI, QQQC, CNY, CQQQ, CYB, EWH, FXI, HAO, PGJ, TAO, YANG, YAO, YINN, FXCH, EWHS, FHK, KBA, CNXT, KFYP, CN, CXSE, CNHX, XINA, CNYA
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STOCKS I FOLLOW

ADMA Adma Biologics Inc.
ESPR Esperion Therapeutics Inc

TWEETS

PERSONAL BLOG

Latest Posts
ADMA Biologic's: Almost Ready To Run Between The Toes Of Giants
Research thesis on ADMA Biologics (Ticker: ADMA US Equity)
In this article: ADMA
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Research Thesis On ADMA Biologics (Ticker: ADMA US Equity)
URL link to wordpress blog page where i post my research theses on fundamental value investments, equity special situations and interesting macroeconomic outliers.
In this article: ADMA
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Esperion Therapeutic's ETC-1002 - An Under Appreciated Late Stage Cholesterol Drug
Summary ETC-1002 was previously assessed by the FDA as a potential PPAR alpha agonist. Will ETC-1002 work in patients already on high-dose statins? Management team is very experienced in developing drugs with a similar mechanism of action.
In this article: ESPR
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China Looks Set To Dramatically Increase It's Spending On Infrastructure
Investors shouldn't underestimate China's ability to support its economy with massive fiscal stimulus measures over the medium term.
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China’s Economy In Q1 ’17
Summary - Growth in 2016 was driven by higher commodity prices and booming real estate markets. - Housing inventory and key commodities in storage in China are close to all-time highs. - The global reflationary cycle is reaching its peak.
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Work Experience

Intern Equity Research Analyst
Kempen & Co
August 2016 - Present (3 years 6 months)

Benelux Equity Research
Securities Lending Analyst
Fidelity Investments
October 2015 - March 2016 (6 months)

Education

University College Dublin
Master of Science (MSc)
2014 / 2015
Management Activities and Societies: UCD Investors and Entrepreneurs Society Subjects – Marketing Management, Business Information Systems, Corporate Finance, Accounting Information for Managers, Business and Financial Environment, Business Simulation, Global Strategic Management, Operations and Supply Chain Management. Projects – Prepared an analysis of Kerry Group’s 2013 Annual Report – Developed a marketing plan for the introduction of E-bikes into the Dublin market.
Trinity College, Dublin
Bachelor of Laws (LLB)
2010 / 2014
Law Activities and Societies: TCD Student Managed Fund Subjects – Company Law, Tax Law, Economic and Legal Aspects of Competition Policy, Commercial Law, Legislation and Regulation, Business Management in the 21st Century. Projects – Completed an assignment on the effect that Ryanair has had on competition in the airline industry in Europe and its potential to do so in the future. – Performed a strategic analysis of Coolmore and its positioning in the thoroughbred horse industry.

Publications