Mathieu Bolduc is an Equity Analyst at Saxo Bank. Previously he worked for a large international bank and a top four accounting firm before earning a Master's degree in Econometrics. Matt has completed the CFA programme.
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Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.