Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Tod's: Della Valle Family Ups Insider Buying to 64% Ownership; LVMH Remains Logical Final Stop
Italian luxury shoemaker Tod's reported 23 quarters of consecutive negative SSSG, has seen its share price fall from 142 EUR to 46 EUR during the...
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Tod's: After Sale of Versace to M. Kors One of Few Luxury Companies Remaining; LVMH Is Likely Buyer
Almost one year ago I highlighted the attractiveness of Italian luxury shoemaker Tod's in following insight Tod's: Not Likely a Standalone Business...
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Tod's: Not Likely a Standalone Business For Much Longer; LVMH Is a Logical Buyer
Tod's SpA (TOD IM) is a well known Italian luxury shoes and leather bags producer Tod's market cap is just under 1.8B EUR and Della Valle family...
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