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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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.
648 Views
Selected European Holdcos and a DLC: July 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. All...
382 Views
Selected European Holdcos and a DLC: June 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. All...
321 Views
BME - SIX till Death Do Us Part
SIX Group AG (SIX) has successfully completed its all-cash voluntary tender offer for Bolsas Y Mercados Espanoles Sh (BME SM) , operator of the...
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