Orora (ORA AU): Lone Star’s Opportunistic A$2.55 Offer
The Lone Star offer is unattractive and could also draw other suitors. If Lone Star walks, the downside is low, as Orora’s valuation is undemanding...
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Upslope's Quarterly Investor Letter: Q1 2024
At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the...
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Pact Group (PGH AU): Raphael Geminder’s Opportunistic Proposal
The offer price is unattractive on any reasonable metric. A successful privatisation would require a bump. The shares closed 6.6% higher than the...
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RPC Group PLC - It Ain't Over 'til It's Over
RPC Group PLC (RPC LN) ("RPC" or the “Company”) is a leading global plastic products design and engineering company based in Rushden,...
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Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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