Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
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Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
487 Views
Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
513 Views
Greenhouse Gas Emissions Profiles of 50 of the World's Largest Oil Companies
A quick overview of the carbon footprints and climate policies of 50 of the world's largest oil stocks (mainly Asia Pacific, Americas, and Europe...
317 Views
Engine Versus Exxon: Activist Hedge Fund's Proxy Fight Win Reverberates Through "Big Oil" Boardrooms
May 26, 2021. Black Wednesday. A day that changed Big Oil forever. From Exxon's proxy fight loss to an activist fund you've never heard of, to...
431 Views