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.
758 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...
545 Views
Selected European Holdcos and a DLC: June 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...
457 Views
Heineken / Heineken Holdings NAV Discount
Heineken NV (HEIA NA) sits at the bottom of a holding chain. The Heineken family controls Heineken through its majority stake in Heineken Holding...
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