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...
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Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
366 Views
End of European Short-Selling Bans: Revisited Strategies
From midnight today, the ban on the opening of new net short positions, or increasing existing ones, in several European countries will be...
184 Views
Pargesa (PARG SW) & Groupe Bruxelles Lambert (GBLB BB): A Tale of Two Discounts
Groupe Bruxelles Lambert Sa (GBLB BB) (GBL) is an investment holding company with a market cap of EUR 11.360bn. GBL takes an opportunistic approach...
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Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
393 Views