Hints and tips:
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...L-f-l rents down 27%: net rental income fell down to just £87.3m which represents a l-f-l fall of 27% (excluding premium outlets), as a result of covid and the reduced rent collection rate....
...Rapid takeup of library data tools has us worrying on a wave of subscriptions unbundling in the 2021 renewal campaign....
...Our forecasts assume the full £500m is invested in land in FY20, and that the benefit in the P&L is seen later 2022 but to a larger extent in FY23....
...A rapid deterioration in the group's earnings growth momentum (from c. 8% p.a. in 2017-19 to less than 2% for the next four years, based on our estimates) will fuel further derating of Danone's shares, in...
...net debt of c£18.9bn....
...BT will yield zero for the next c.18 months and its leadership still refuses to underpin its confidence in BT’s value prospects with explicit, multi-year EBITDA and FCF guidance (despite having a multi-scenario...
...This compares with a UK General Retail Sector trading on 18.2x and 7.5 respectively....
...Also unresolved is Nestlé’s remaining 23 per cent stake in L’Oreal, worth about €27bn, a remnant of a deal struck in 1974 when L'Oréal heiress Liliane Bettencourt feared nationalisation by France....
...(Jason Furman, citing Chang-Tai Hsieh and Enrico Moretti) —— 18....
...James L. Brooks! James L. Brooks, I love you. Everybody who’s involved with this, I love you. I love you. Everybody involved.”...
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