Liquid Universe of European Ordinary and Preferred Shares
Trends The general trend of the last month has been a reduction of the premiums and tightening of the discounts. Some of the previous (May and...
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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...
301 Views
Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
351 Views
Industrivärden's Range Discount
Industrivarden AB (INDUA SS) is an investment conglomerate that uses value as criteria for investment allocation. Listed assets represent 99% of...
96 Views
Investor AB (INVEB SS): Blue Chip Portfolio at a Discount
Investor AB (INVEB SS) is a Swedish industrial holding company, and the holding vehicle for the Wallenberg family shareholdings. I believe that...
490 Views