Selected European Holdcos and DLCs: October Report
The most compelling situations in this report are GBL and Investor AB. The spread in Unilever is less than okay, but safe. It should close in a...
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TMI Snapshot: After Juukan Gorge, Rio Tinto Sentiment Stabilizes. Reckoning Time For FMG?
We text mined for ESG-related coverage of Rio Tinto to find that sentiment (74% correlated with the equity) has stabilized since the Juukan Gorge...
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Selected European Holdcos and DLCs: September Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients.
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Vedanta: Reaching The End Game
The prospective Vedanta Resources (VED LN) Delisting Offer for its subsidiary Vedanta Ltd (VEDL IN) is nearing its end-game. In my last insight...
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