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
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...
318 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...
519 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