Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk
In this article, let's go through some recent updates from three high-quality businesses in my highly selective investable universe.
632 Views
Hermes: An Increasingly APAC-Driven Story
The French heritage story has been increasingly APAC-driven in recent years and can very likely continue to benefit from rising emerging Asia in...
509 Views
CAC40 Index Review - Teleperformance In, Sodexo Out
A few hours ago, Euronext announced the results of the quarterly review for the Cotation Assistée en Continu (CAC) family of indices. The...
735 Views
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...
759 Views
LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US)Â is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
584 Views