Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
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Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
350 Views
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...
383 Views
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.
794 Views
Selected European Holdcos and a DLC: July 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. All...
616 Views