Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
196 Views
Selected European HoldCos and DLC: March'24 Report
Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
309 Views
Deglobalization Is Real!
Politically driven deglobalization is happening. Countries will try to outmaneuver one another in preserving or attaining intellectual property and...
212 Views
Selected European HoldCos and DLC: February’24 Report
Discounts to NAV of covered holdcos mainly widened in February. What seems interesting: Porsche SE/vs. listed assets and the Rio DLC (long RIO LN...
260 Views
Selected European HoldCos and DLC: December’23 Report
Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
493 Views