SpinTalk: More Value To Be Had In Now Imminent XPO Logistics Break-Up
XPO may have got its mojo back since first announcing the possible break-up of the company in early 2020, but with the break-up now imminent, we...
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SpinTalk: Multiple Envy Propels XPO Logistics' Break-Up Move To Get Its Mojo Back
XPO Logistic's move to break itself up into two separate companies promises to pay handsome returns to investors over the next 12 to 18 months
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U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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Beleaguered Panalpina Gets An Unsolicited Takeover Offer
After investors lashed out at Panalpina Welttransport Holding (PWTN SW)'s board late last year (after years of griping by some of the top holders),...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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