U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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Liberty Global Bids for Sunrise Communications – the Buyer Becomes the Seller
Liberty Global Plc A (LBTYA US) , a leading cable/broadband provider and Warren Buffett favourite, announced this morning it would seek to acquire...
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What Would Warren Buffett Buy In This Panic?
There has been a huge panic in the global financial markets caused by the COVID-19 coronavirus. Some people compare this panic to the one in 2008....
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IRB Brasil (IRBR3 BZ): Buy for the Brave -Fallen Angel Retains Premium Return Potential
IRB Brasil Resseguros S/A (IRBR3 BZ), as the leader by far in Brazil re-insurance, is a high growth and return business which had traded at a...
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Insurance Australia Group - Margin Guidance Cut
FY 2020 Margin Downgrade:Insurance Australia (IAG.AU) cut its FY 2020 insurance margin guidance range to between 14.5%-16.5% from 16%-18% due to...
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