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...
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Industrivärden's Range Discount
Industrivarden AB (INDUA SS) is an investment conglomerate that uses value as criteria for investment allocation. Listed assets represent 99% of...
108 Views
Investor AB (INVEB SS): Blue Chip Portfolio at a Discount
Investor AB (INVEB SS) is a Swedish industrial holding company, and the holding vehicle for the Wallenberg family shareholdings. I believe that...
510 Views
Liquid European Ordinary and Preferred Shares: Recommended Trades
The report contains a table that shows select European companies with non-voting shares and ordinary shares. Non-voting shares are usually referred...
395 Views
Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
417 Views