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...Packard Enterprise’s $14bn bid for Juniper Networks, announced last week....
...At the S&P 500 return, the pot still comes in at a heady $163mn. This century, Berkshire has struggled to exceed the returns of the S&P 500....
...“It holds a lot of weight when we calculate loan-to-value, or our measure of leverage,” said Jennifer Panger, the lead S&P analyst covering Icahn Enterprises....
...I’m not sure of the market relevance of either point, but there you go. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m not sure what to think about this....
...Apart from a small number of big-ticket deals, tech M&A slumped in volume and value in the past 12 months, in part because of antitrust scrutiny from regulators on top of market volatility and high interest...
...And I’m slightly sceptical that anyone else knows how to do it, either. But I’m open to suggestions....
...Alphabet, Meta, Microsoft and Apple hold dominant positions in increasingly mature industries (digital ads, enterprise software and smartphones)....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...A relative minnow, it has an enterprise value of just $25bn....
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...Amid New Orleans festivities, rainmakers wonder if the party is over for Delaware Delaware, Inc. may be the enterprise now under the most intense activist threat....
...“Platforms are dealing directly with enterprise clients,” he adds. “SMEs can work directly with Google and Meta.”...
...“I’m sick and tired of hearing that argument when we know that the right thing to do for our country is to tackle this problem.”...
...t=Y9t0T-RnJMxWG5hi8C5-OA&s=19 Further reading:— Putting a price on Tesla post Musk (FTAV)— The Tesla financial complex (FT)...
...Carnival and Royal Caribbean, the two sector leaders, are among the top 10 performers on the S&P 500 this year....
...I’m not sure if the second-tier social media companies are profitable, even when their revenues rise into the billions....
...The Gordon Gekko Company Ranch Award 2023 Winner: W.M. “Rusty” Rush, Rush Company Despite the eye-popping inclusion of allowances for a car, an aircraft, a cell phone and a ranch, W.M....
...I’m gonna buy into that....
...“But Dai-ichi Life is clearly on the conservative side and people will look at it and say that’s Japan Inc. It’s great news for M&A in Japan.”...
...Colgate to toothpaste in Zambia: none of the companies involved created the original product, but they did so much to introduce it to a wider audience that their brands became synonymous with the whole enterprise...
...A shrinking domestic market is forcing Japan Inc to look for growth overseas. Ultra-low interest rates back home have further whetted the appetite for deals....
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