Hints and tips:
...At pixel time he’s on a flight to FTAV’s New York pub quiz, meaning I’m the co-worker and here’s the mess: That’s US total NFPs and starting the line at Q2 2020 was a cheap trick....
Once upon a time, I was falling in love. But now I’m only falling apart. There’s nothing I can do. A total eclipse of the chart
...Simon M and everyone else will get another chance this Friday....
...Mining M&A often resembles musical chairs.) Remind me, what’s the point of all this? Cost cutting....
...With multiples looking depressed, inbound M&A, and buybacks are seeing a pick-up, which could help valuations....
...That’s been the rule of M&A since forever, though in the past couple of years the trend has broken down a bit. Chart from Barclays: Why? Debt....
...What better way to demonstrate that commitment than with a bit of regulator-aligned benevolent M&A to create a national champion?...
...Yankee Candle and H&M didn’t respond to our emails. The food & dining sector follows closely in second with 72 companies....
...I’m enrolled in a year-long oil-painting course at the Milan Art Institute....
...They found that CEOs with larger signatures overinvest and overpay for M&A but not in capital expenditures....
...ludicrous index’ towards dotcom era heights (FT, 2021)— Wall Street IPO bonanza stirs uneasy memories of 90s dotcom mania (FT, 2020)— Dotcom redux as Shopify extends explosive share spike (FT, 2020)— ’I’m...
...The (entirely theoretical) M&A angle might justify patience but so far it’s been exciting only to the media, where heads were turned by those UK mega-merger market rumours in early October....
...A handy thing about the recurring nature of M&A speculation is that for all the most likely deals, there’s a readymade bank of analysis available for recycling....
...So I think it still makes sense given the — even if it’s a low probability of success — I’m laboring the subject. It’s a very interesting program. It has the potential for something special....
...I’m not yet guilty of checking prices on my phone while crate-digging, but I recognise the disorder. Why keep going? Here’s the lie I tell myself....
...I’m excited about the future of the business and in Beekeeper we have found an excellent long-term steward of the Queen Bee brand and everything we stand for....
...I’m not crazy enough to take this job without board support for commercializing our awesome models. Does any of that mean anything? Not really....
...Per Citigroup, it’s partly that the overbuilt branch network looks like a poison pill: We note that under IFRS 3 M&A accounting any acquirer would have to value all assets and liabilities at fair value....
...Please include “I’m a chartist”, “I’m a hodler” or “I’m a chiropractor” in the subject line....
...Maybe backers became wary, having learned that the unit economics of rapid delivery didn’t work as hoped, or that established operators like Uber and Deliveroo were able to compete without resorting to M&...
...Today, founder Johnny Boufarhat is excited to share some news on the company blog: I’m excited to share that Hopin has closed on a strategic relationship with RingCentral, a trusted name in global enterprise...
...A few years ago, prompted by Procter & Gamble bringing media planning in-house, investors had a panic about creative revenue as companies including Lloyds Bank, M&S Food and Three set up their own internal...
...Bryce Elder is the FT’s City Editor, Alphaville. Janan Ganesh is away...
...Where the problem is an out-of-favour asset class, M&A at a premium is possible. Stifel says the £1.45bn take-private of John Laing Infrastructure Fund by Dalmore Capital and Equitix sets a precedent....
...As such, potential indigestion / objections from existing partners (including M&S) doesn’t seem that important to us....
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