Selected European Holdcos and DLCs: April ‘22 Report
Discounts to NAV of holdcos have generally widened during April in line with the market volatility. The insight incorporates some Q1 results.
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Selected European Holdcos and DLCs: March ‘22 Report
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long...
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Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
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Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
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