Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows
S&P500 rebals are notoriously difficult to predict because of significant index committee discretion. Sep24 could see two adds, two deletes. Q4...
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Upgrading U.S. Staples To Market Weight
Despite mild deterioration in market dynamics, there are plenty of indicators that remain positive and our outlook remains constructive for the...
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TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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LVMH/Tiffany: Victoria’s Secret Doesn't Challenge Deal Collapse: An Increased Risk of Deal-Breaks?
In a surprising twist, Victoria’s Secret parent owner L Brands Inc (LB US)  decided to drop its countersuit against private equity firm Sycamore...
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LVMH- Tiffany Deal: Victoria’s Secret Deal Collapses – Is Bernard Arnault Also Cautious?
A major luxury deal has collapsed, as private equity firm Sycamore partners disclosed on Wednesday that it had walked away from its 525mn USD deal...
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