Selected European Holdcos and DLC: February‘23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
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Selected European Holdcos and DLC: January‘23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
335 Views
Selected European Holdcos and DLC: New Year‘23 Report
Discounts to NAV of covered holdcos have generally widened since mid-December. Spreads tend to widen in bear markets but short-term recoveries...
540 Views
Selected European Holdcos and DLC: November/Mid-December‘22 Report
Discounts to NAV of covered holdcos have showed a mixed performance during November and the first half of December, with the same number of spreads...
474 Views
Q3 Results and Discount
GBL has recently undertaken several initiatives to create value: simplifying the holding chain, sizable buybacks, and increasing the participation...
171 Views