Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Frasers/Hugo Boss: Lowball Opening Bid or First Step Towards Control?
Frasers' bid for Hugo Boss raises a broader question than whether €38/share is fair value. The structure of the offer may matter more than the...
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Last Week in Event SPACE: Outsourcing Ltd, MGM China, JSR Corp, Dissentient Blues
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Second Time Around
The Della Valles and LVMH-backed L Catterton announced an agreement to launch a voluntary tender offer to buy 36% of Italian luxury group Tod's at...
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Tod's: Failed Privatization Provides Red Carpet for LVMH Bid
Diego Della Valle failed to privatize Tod's in 4Q22. His failed bid now opens the way for LVMH to finally take control of the brand and give it the...
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