Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
170 Views
Selected European HoldCos and DLC: March'24 Report
Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
299 Views
ASX Short Interest Weekly (May 10th): BHP, ANZ, Seven, South32, NAB, Telstra, Woolworths
We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, ANZ, Seven, South32, NAB, Telstra, Woolworths,...
60 Views
Selected European HoldCos and DLC: December’23 Report
Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
487 Views
Selected European HoldCos and DLC: September’23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
332 Views