ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
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Brookfield Refinances Grifols' Debt
Brookfield has secured an €11 billion loan to refinance Grifols’ debt, paving the way for a potential takeover and significant control over...
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
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ESR Group (1821 HK): Inching Closer to a Binding Proposal
The addition of new consortium members is a key positive. While the recent market rally is not a dealbreaker, it should give the consortium renewed...
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