Selected European Holdcos and DLCs: March ‘22 Report
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long...
269 Views
CX Daily: The Shake-Out of China’s Community Group-Buying Market
The shake-out of China’s community group-buying market; China doles out support for businesses amid worst Covid outbreak since 2020
190 Views
Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
437 Views
ZIP Acquisition and Unlinked Placement - Too Many Things at Once
ZIP announced that it would acquire Sezzle in an all-stock deal. It also announced its earnings and that it would raise A$149m (A$107m) from a...
233 Views
Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
226 Views