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...Peltz is best known for his activist campaigns at consumer goods companies such as Procter & Gamble, Wendy’s and Unilever....
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...If inflation is rising at 3 or 4 per cent, then stocks must rise more than that or the real capital appreciation is flat.”...
...Nvidia is a pure artificial intelligence play; Apple is a high-end consumer stock with defensive characteristics; Amazon is retailer-cloud computing hybrid; and so on....
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...So it was with a mixture of reassurance and concern that I read last week of the $3.3bn tender offer by the telecoms group KDDI for joint control of Lawson’s 14,600 stores in Japan....
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