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...
368 Views
Industrivärden (INDUC SS) NAV Recovery and Small Portfolio Adjustments
Industrivärden's attractiveness is the stability of its portfolio and the easiness to hedge the main assets. As of 30 June 2020, listed assets...
303 Views
Liquid Universe of European Ordinary and Preferred Shares
Trends The general trend of the last month has been a reduction of the premiums and tightening of the discounts. Some of the previous (May and...
499 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...
305 Views
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...
354 Views