Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
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EUROZONE: Weak Industrial Production Poses Risk to GDP Growth
Industrial production in Eurozone continues to struggle to gain momentum and came in weaker than expected in June which poses a risk to our GDP...
5.5k Views
Holdco Updates: Close Cosco, Hold onto Hochtief
Mean Reversion Complete for Cosco Capital Ever since we wrote on how Cosco Is Cheaper Than Ever, it has reverted back to its mean. We think that...
332 Views
Hochtief - Stub Value All-Time High
Over the past 3 months, Cimic Group Ltd (CIM AU) is down 32% while Hochtief AG (HOT GR) is flat. This is a significant dislocation. HOT's current...
440 Views
EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES
Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry...
1.5k Views