Hints and tips:
...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....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...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....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...Here is an opinion summary from law firm Simpson Thacher describing how the court judged predicted beta in a 2010 appraisal case, ” Global GT lp v. Golden Telecom”....
...Based in Geneva, Jonathan Conner will focus on expanding services across the region. He joined JPMorgan in 2007 from Citi, where had also managed private clients in the Middle East....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...Those investors will be reminded of the same consideration that Morgan Stanley, Credit Suisse et al may have overlooked....
...A lot of energy pulsing through Beirut, by contrast, is the energy of dissipation....
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