Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...
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Liquid Universe of European Ordinary and Preferred Shares: March '26 Report
March saw convergence across European dual-class shares, with dispersion narrowing as liquidity returned. Structural outliers persist, while...
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Liquid Universe of European Ordinary and Preferred Shares: February '26 Report
February brought mild widening in Europe’s dual-class spreads, but no systemic repricing of voting rights. Dispersion remains driven by structural...
238 Views
Liquid Universe of European Ordinary and Preferred Shares: January '26 Report
January confirmed dispersion without repricing in European dual-class stocks: liquidity and structure drove selective convergence, while a few...
243 Views
Liquid Universe of European Ordinary and Preferred Shares: December'25 Report
December added technical noise, not thesis risk: median spreads were unchanged, convergence paused but intact, marginal voting premia erode, and...
386 Views