Hints and tips:
...AXA Millésimes, the insurance company’s wine division, is far lower-key than Bernard Arnault’s vast LVMH empire, but has its own investment in Outpost on Howell Mountain, east of the valley....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...“Not a single one of the clients who are in these funds would pay these rates for any other type of insurance, certainly not term [life] insurance,” she points out....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...Caisse de dépôt et placement du Québec (CDPQ), the C$400bn global investment group, told my colleague Josephine Cumbo that the UK stood out because of its “pro business” stance....
...The best place to begin, however, is probably September 29 2015....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Covid-19 patients have been treated for free whether or not they hold health insurance....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Despite acting decisively when it came to Garuda, Ms Hartati said Mr Thohir had responded slowly in the case of state insurance company Asuransi Jiwasraya, where long-running financial problems have prevented...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...“Amazon” Cuomo et al will hope not. In Wisconsin, considerable effort was expended to woo Foxconn — a Taiwan-based company which makes, among other things, roughly half of the world’s iPhones....
...***Drop us a line (Due.Diligence@ft.com) with your best Bono/Unilever song. We’ll run the best ones in Wednesday’s DD.*** (FT) How to break into VC from a MBA programme Network, network, network....
...Overnight, the Federal Reserve had spent $85bn to bail out the huge insurance company AIG, which had unwisely guaranteed much credit now sitting on banks’ books....
...Manuel V Pangilinan, chief executive and managing director, echoed that view during the same call, saying “the best way to approach is by asset disposal and not by incremental disposal of key assets”....
...While it’s true rental companies can bring some economies of scale to the market — taking advantage of location, maintenance, insurance, cleaning and vehicle financing synergies — what they gain in those...
...This may be because journalists write differently, of course — but Baker et al believe it is because the US government has become bigger, more complex and more polarised, meaning that election results are...
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...E-commerce (not surprisingly), the investment industry, insurance, education and engineering are seeing shortages in qualified workers right now....
...The question is whether that benefit would look so attractive were JPMorgan et al forced to internalise most of the costs of a breakup while remaining in their current form....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
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