Selected European Holdcos and DLCs: October Report
The most compelling situations in this report are GBL and Investor AB. The spread in Unilever is less than okay, but safe. It should close in a...
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Selected European Holdcos and DLCs: September Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients.
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Vedanta: Reaching The End Game
The prospective Vedanta Resources (VED LN) Delisting Offer for its subsidiary Vedanta Ltd (VEDL IN) is nearing its end-game. In my last insight...
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Unilever: When Two Heads Are Not Better Than One. What About BHP's DLC?
Back on the 11 June, Unilever NV (UNA NA) / Unilever PLC (ULVR LN) announced it will (finally) unify its dual Anglo-Dutch corporate structure under...
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Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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