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....
...There is for sure a debate to be had about when the Federal Reserve et al should have pivoted their stance more forcefully to tackle inflationary pressures, and what they should and shouldn’t do now....
...CVS Health has named Karen Lynch, chief of the company’s Aetna insurance unit, as its next chief executive....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...In the middle, the company has further debt at intermediate holding companies — such as “Altice Luxembourg”, an entity that sits above the company’s French and international businesses and has €6.2bn of...
...If you don’t believe us, well, we have charts… First, from the liquidity and flow tracking team of Nikolaos Panigirtzoglou et al at JP Morgan, comes evidence of the greatness of the rotation: Flows into...
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
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