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10月.rar
10月15日-----23日
本附件包括：
- United Technologies ： Ahead of the Curve.pdf
- What the Data Say - European Edition, October 2014.pdf
- Whiteboard Video： Oil & Gas： Consequences of Low Oil Prices：Beware of the “Capex Cliff”.pdf
- Fieldtrip Video ： Technology：Live from California： ARM and the Internet of Things.pdf
- European Economics Weekly：Inflation Up, Activity Down.pdf
- European Banks： Time to Add Back Risk.pdf
- European Interest Rate Strategist - Short Cross-Market.pdf
- Credit Continuum： Raising the Consumer Sector to Overweight.pdf
- Credit Companion： Market Metrics.pdf
- US Economics： Pondering the Political Economy.pdf
- Article-PER- Private Equity Funds 2013 Cayman Islands (NYB_IZM).pdf
- Ally Financial Inc：Why We Are Long Ally in Face of Falling Used Car Prices.pdf
- Abbott Laboratories：Thesis Is Coming Together.pdf
- AT&T, Inc.：3Q14 Review： Challenging Environment, Clouded by Uncertainty.pdf
- Abbott Laboratories： Thesis Is Coming Together.pdf
- Video ： AT&T： 3Q14 Earnings.pdf
- Abbvie Inc.： Legal tango likely to delay Humira biosimilars for years.pdf
- Coca-Cola Co.： Detailed Review of CEO-CFO Meeting.pdf
- major reports list.pdf
- Hertz Global Holdings Inc：US Car Rental： A Fake Oligopoly.pdf
- Abbvie Inc.： Resuming with OW; Hep-C bigger and Humira longer.pdf
- Greene-Freight： Truck Stop：TLFI Trends Inline With Seasonality.pdf
- Morning Grain Comments.pdf
- Verizon Communications： 3Q14 Review： Results Mixed, With More Color to Come on the iPhone Launch.pdf
- Video -Oil Services, Drilling & Equipment：The Offshore Drilling Manual - Fall 2014.pdf
- Retail： Category Sales Outlook： Consumers Sitting in Restaurants, Chatting on iPhones.pdf
- Video ： From A to Z： At Your Discretion.pdf
- Apple, Inc.： iPhone 6 Dials Up Profits.pdf
- Merck & Co., Inc.： Immuno-oncology expert takeways.pdf
- Cobalt International Energy Inc： Extreme Dislocation.pdf
- Medical Technology： Halyard Health： More Likely a Gathering Storm.pdf
- Cable Satellite： 3Q Earnings Preview： Will HBO Break the Bundle？.pdf
- General Electric Co： Is Big Data a Big Deal？.pdf
- Coal, Gas & Power：Range Provides Deep Dive on Basis.pdf
- T-Mobile US, Inc.： Sell-Off Creates Opportunity; Resuming Coverage at OW.pdf
- US Equity strategy .pdf
- The Commodity Manual：More Positive News for Oil and Copper.pdf
- Nestle： Sharper than expected growth slowdown in 3Q driven by EMs - reiterate OW.pdf
- Accor：Getting HotelInvest for Free？.pdf
- Royal Mail PLC： Not out of the woods, but risk - reward more balanced.pdf
- Portugal Telecom：Resuming coverage at UW.pdf
- EEMEA Strategy： Markets becoming oversold – move tactically OW Russia.pdf
- Leisure and Hotels：“Weekend Break” No. 592.pdf
- European Banks： ADI Risk in AT1.pdf
- SanDisk Corporation： Supply Constraints Cap Upside But Conditions are Strong.pdf
- Software： SaaS Q314 Preview：Solid Fundamentals, Volatile Stocks.pdf
- Schlumberger： 3Q14 Earnings Comment.pdf
- Tech Hardware Insights： Cautious into Earnings on FX Risk.pdf
- CRE Tracker - CRE Demand in a Lower Rate Environment：October 2014.pdf
- US Economics：What Has Changed？.pdf
- CBS Corporation： CBS Steps Over The Top.pdf
- REITs 3Q14 Earnings Preview.pdf
- Freight Transportation： Railroad M&A Primer.pdf
- Time Warner Inc.： Streaming toward the bull case.pdf
- Netflix Inc：Bruised, But Not Broken.pdf
- Global Airline Compass Ebola Concerns Make US Cheapest in the World.pdf
- Bank of America： Stock Reaction Overdone, Buy the Dip.pdf
- Global Oil Services, Drilling and Equipment： North America Playbook： Spending and Pressure Pumping Analysis.pdf
- Global Airline Compass： Ebola Concerns Make US Cheapest in the World.pdf
- Video ： Pushing Parker：Loading Up the Minivan.pdf
- Halliburton Co.： Defensive Position and Favorable R-R; Overweight.pdf
- Intel Corporation As Good as It Gets; Downgrading to UW.pdf
- Energy Transfer Equity, LP： No Signs of Slowing Down.pdf
- Microsoft： Making It Work In a Solid Q1.pdf
- Caterpillar Inc.： Crude Awakening.pdf
- Video ： Telecom Services & Equipment： Carrier CapEx： A Tale of Routers & Towers.pdf
- Genera Motors Company： Saving GM： Are They Asking the Right Questions？.pdf
- Leveraged Finance Insights： EUR Not as Cheap as US.pdf
- US Economics：FOMC Preview：Yellen Alone.pdf
- BT Group plc： Downgrade to Underweight.pdf
- Gemalto N.V.： Three Questions to Address.pdf
80.74 MB
2014-11-8

Ahead of the Curve_ Two Years at Harvard Business School (2008).rar
Ahead of the Curve
本附件包括：
- Ahead of the Curve_ Two Years at Harvard Business School (2008).pdf
1.59 MB
2014-9-21

Ahead of the curve.pdf
968.72 KB
2011-1-11