Ralph W. Santor, of Chateaugay A.S.A.C.T.C. | Search

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UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
February 26, 2024
HTSIHow To Give It 2022
The A to Z of stylish giving
...The capsule includes T-shirts, a blanket and a scarf, festooned with Stanton’s signature illustrations, and all the sale proceeds will be donated. acnestudios.com; visualaids.org W is for World Food Programme...
December 10, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
HTSIHTSI spring travel special
The world’s best home-from-home hotels
...From €1,000, silentliving.pt MS The Boatshed, Waiheke Island, New ZealandWho doesn’t want a sweet house on Waiheke Island, that verdant happy place of both aged hippies and Google c-suiters, off the coast...
May 15, 2023
Barclays PLC
Barclays chief Jes Staley to step down following Epstein investigation
...“Any criticism at all — even if it wouldn’t have been terminal in and of itself — on top of whistleblowing would be too much.”...
November 1, 2021
FT GlobetrotterThe wonder of Wimbledon
The A to Z of tennis
...This article is part of FT Globetrotter’s new series on the joy of tennis A Alcaraz The future of men’s tennis, with a forehand like a Switchblade missile....
June 29, 2022
FT Magazine
The outlandish double life of an American conman in Scotland
...Arthur, Timothy Knight Brown and Arthur W Knight Brown....
January 20, 2023
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
ReviewArts
A new podcast tells the story of Harry Pace, forgotten blues pioneer
...In his twenties, Pace left a job in a bank to work with the composer W.C. Handy, known as the father of the blues....
June 21, 2021
UnhedgedRobert Armstrong
Go with the flows Premium content
...Here is a table of the composition of buybacks in the S&P 500, by sector, from the great Howard Silverblatt of S&P Dow Jones indices. Look at information technology!...
August 23, 2021
Equities
Markets Now - Friday 24th April 2020
...Well, w e think that w e already assume that quite a lot of things will! Impairments rose by 75% YoY to £0.7bn in 2019 and w e continue to model a further 300% YoY increase to £2.8bn in 2020e....
April 24, 2020
Equities
Markets Now - Tuesday 26th May 2020
...The risk here is another wave of lockdowns. But so far, EU countries that have eased restrictions haven’t seen a spike in cases....
May 26, 2020
Equities
Markets Now - Monday 8th June 2020
...However, Gilead has what AZN doesn’t - a lot of cash ($24bn as of Q1)....
June 8, 2020
Equities
Markets Now - Thursday 25th June 2020
...raising the prospect of a breakup isn’t on the same wavelength as management....
June 25, 2020
Equities
Markets Now - Wednesday 24th June 2020
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
June 24, 2020
Equities
Markets Now - Monday 30th March 2020
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
March 30, 2020
Equities
Markets Now - Wednesday 25th March 2020
...Governments won’t let businesses go into bankruptcy on a wide scale and won’t want debtors to take control of these companies, as they’ll be interested in wind-downs for the assets rather than flying planes...
March 25, 2020
FT Live
Business of Luxury Summit
Gathering leaders in luxury for the 20th year
Sunday, 19 MayVenice, Italy
Equities
Markets not live, Thursday 20th February 2020
...s at the stage of the 3Q19 results) and a 0.9% miss on costs....
February 20, 2020
Equities
Markets Now - Tuesday 21st April 2020
...end of May) and having settled most outstanding supplier payables (the exception being £370m of stock still inbound, which seems to represent early A/W transition lines)....
April 21, 2020
Equities
Markets Now - Tuesday 14th April 2020
...If the bondholders call in their debt, M&B could sell some of its 1,356 securitised pubs (last valued at c£4bn) to pay off c£1.7bn of notes and c£0.3bn of MTM swaps....
April 14, 2020
Equities
Markets Now - Tuesday 14th July 2020
...Fever - having a good C-19. We have previously highlighted that Fever is having a good C-19....
July 14, 2020
Equities
Markets Now - Thursday 4th June 2020
...A V-shaped recovery in kneecaps isn’t in the price, they say....
June 4, 2020
Equities
Markets Now - Monday 27th April 2020
...As a result, Ashtead now sees PBT for the financial year ending Apr-20 to be c£1,050m (-10% vs. previous consensus c£1,170m)....
April 27, 2020
Equities
Markets Now - Wednesday 8th April 2020
...more still haven’t made their position clear ahead of AGMs....
April 8, 2020
Equities
Markets not live, Monday 24th February 2020
...On current multiples LSL is trading on a PE of 12.8x fo Dec 2020 while Countrywide is on 12.2x our 2020 estimates albeit it has c. £75m of debt vs a market cap of c. £123m....
February 24, 2020
Equities
Markets not live, Thursday 16th January 2020
...LVMH bought a big rock from Botswana, which doesn’t on the face of it help the world’s 116th richest country’s attempts to develop a downstream diamond industry. ......
January 16, 2020
Equities
Markets Now - Monday 16th March 2020
...Consolidation isn’t some silver bullet either, Citi says, because a large minority of the airlines aren’t worth operating in the first place: [O]f the c.$7bn of net profit that the Europeans made in 2019...
March 16, 2020

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