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Castlelake’s aircraft leasing focus fits private capital industry’s interest in asset-backed debts
...Home Depot has been acting as a sector consolidator with the acquisition of HD Supply for $8bn in 2020 and two smaller purchases last year. This is one of Home Depot’s biggest buys to date....
...Stephen Welker, chair of Hostmore, said it would “reunite two businesses that are a natural fit, and were one business until as recently as 2014”....
...Today, the latest chips can transfer data equivalent to more than 160 full-HD movies in under one second....
...Scott’s Ripley is no longer a boyish, bright-eyed opportunist prone to fits of violent passion but more of a calculated, cynical operator....
...Its shareholders, however, are worried about the fit and new leverage. It shed $2bn in market cap when the news was announced....
...467 signatories said the process to appoint the new editors was “not appropriate, consistent, transparent or inclusive”, while it said former associate editors had received papers “to process that do not fit...
...But they’re a little bit worried about cultural fit, plus there’s a lingering suspicion from the management committee that if the new recruit was so great, they would have been promoted at their old place...
...In particular, she claimed that ByteDance chair Lidong Zhang “had a stereotypical view of the way women should behave”, and that Puris “did not fit that stereotypical gender” mould as an experienced hire...
...The last time I visited their headquarters they gave me this brick from the 1950s, which still fits perfectly together with this one from 2024. But they still have a big sustainability issue to solve....
...But no one country seemed to be the right fit. Now, there is more clarity....
...Bob Iger, Disney chief executive, this year openly pondered whether some of its assets still fit within the company, prompting speculation that he was considering disposals....
...This fits with a recent uptrend in the three-month moving average of core CPI, putting it close to 4 per cent annualised (see chart below)....
...And he said that is precisely why WWE is a good fit with Netflix, while proper sport is not. “WWE is really as close to our core as you can get, which is sports storytelling,” Sarandos said....
...You’ll still hear foul language at a football ground, but clubs are fast investing in modern arenas that are fit not just for athletes but for megastars and a wider demographic spectator....
...One explanation, which fits the market’s internal dynamics neatly, is that the implied probability of recession has fallen by a lot....
...It was denied a licence by Transport for London, the operating authority, in September 2017 and again in November 2019, after the agency said it was not a “fit and proper” operator....
...But investors seemed unsure how they all fit together, and the stock slid 35 per cent after its IPO....
...She added: “The FDP will support key priorities of the NHS, including recovery of elective care and the improvement of discharge processes to get medically fit patients treated and home quicker.”...
...We took a sceptical view: there are not all that many US companies that fit a strict definition of a zombie, and it is not clear that the number is growing all that fast....
...But then you notice the discreet pedestals at each end of the installation, created by Los Angeles based PlayLab, Inc. Each showcases four “historiated sculptures” encased in glass....
...At the mid-level, a cashmere style in a muted shade from Sheep Inc, John Smedley or — my favourite — Begg x Co will quickly become a staple of your wardrobe....
...Skydance would be open to selling some assets, such as television network CBS, as part of an effort to restructure the company and monetise parts of the business that do not fit well together....
...This tension has worked itself out, by fits and starts, over the decades since. But casualisation may now be reaching an apotheosis, or possibly just a dead end....
...This theory fits nicely with the weakness in cyclical stocks we wrote about earlier this week. Higher rates, tighter margins, more punitive regulations: we saw all these things coming....
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