Hints and tips:
...“It’s a huge element in my life, which I’m not entirely happy about,” he admits. “When we met, I was determined not to live in his shadow....
...Our insurance team’s favorite life companies are Prudential and ASR We remain overweight of P&C Defensive: The sector should be agnostic to the cycle (having no correlation with HY spreads and PMIs) yet...
...The V-shaped recovery in consumer spending feels too bullish in our view....
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...“[W]e prefer companies that: (1) have a diversified game portfolio; (2) use M&A to add proven IP to their portfolios and aid audience diversification, and (3) have a relentless focus on live services....
...That said, Rio, BHP, Anglo and other entities (ie, China-backed companies) have financial firepower for opportunistic M&A if markets continue to deteriorate....
...Today’s 20x P/E is appropriate if EPS growth is accelerating, we think,but not if it’s decelerating,and the +40% valuation premium to other cyclical chemical companies is now close to peak....
...The ONS estimates the value of land and assets-over-land to be over £5tn compared to a GDP of c£2tn....
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
...It was in this America where an Atlanta scholar named W.E.B....
...Hitt, M., Dacin, M., Levitas, E., Arregle, J. L. & Borza, A. 2000. “Partner Selection in Emerging and Developed Market Contexts: Resource-Based and Organizational Learning Perspectives.”....
...Charles Kreidl, Chicago, Illinois, US Alex Frankel: There is no doubt that loyalty and turnover are huge issues in the front-line retail environments where I worked (Starbucks, Gap, et al.) as well as across...
...Joseph Andelin, Utah: How does the shareholder makeup (i.e., institutional, insiders, hedge funds, et al.) affect your estimate of a firm’s intrinsic value and consequently, your margin of safety?...
...THE MARCH by E.L....
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