Advanced Disposal Services/Waste Management – Draft Merger Proxy Filing Details
On the evening of May 10, 2019, Advanced Disposal Services I (ADSW US) filed its draft merger proxy for the special shareholder meeting to vote on...
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Waste Management Buying Advanced Disposal Services – A Rubbish Deal or Cash from Trash?
Waste Management (WM US), an active acquirer founded by the late American businessman and entrepreneur Wayne Huizenga (who also founded Auto...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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