Strategic Value Special Situations Master Fund II, L.P. | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for Strategic Value Special Situations Master Fund II, L.P.

Sort by

Viewing results 1‒25 of 112

FT Magazine
How Crispin Odey evaded sexual assault allegations for decades
...start shorting British banks — betting their value would fall....
June 8, 2023
Due Diligence
The truth about Truth Social’s finances Premium content
...Akin Gump has hired Scott Colton as a partner in its special situations and private credit practice in New York. He joins from Paul Hastings, shortly after colleague Bill Brady made the same move....
April 2, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The CEO
American Express’s Steve Squeri: ‘If you’re not ready for the upswing, you’ve missed’
...The award placed him among the highest paid chiefs in the S&P 500. It also prompted investor disquiet....
September 17, 2023
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
Investments
Copy trading: a road to riches or risk?
...If you increase your risk score, experience drawdown, or somehow ‘seem risky’, the copiers leave, and you completely stop gaining new copiers,” says Bonde, who has a masters degree in finance and strategic...
October 13, 2023
The Big Read
JPMorgan: the bank that never lets a crisis go to waste
...As with today’s regional banking ructions, the 2008 crisis brought a special opportunity for JPMorgan....
May 5, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Transcript
Transcript: Destination Rwanda?
...Taking the “L”, I am accepting that, you know, I’m asking for sympathy in a difficult time for the Bush trading fund. Miranda GreenHow about you, Lucy? Lucy FisherI’m buying Rachel Reeves....
January 20, 2024
Transcript
Bonus Interview: Robyn Grew, Man Group CEO
...That normally ends up in a cash flow and earnings situation, right?...
September 19, 2023
Watches & Jewellery
WatchBox lifts the lid on FP Journe and De Bethune in roadshow
...Chief executive Pierre Jacques, who remains on De Bethune’s board with COO and master watchmaker Denis Flageollet, called the acquisition a strategic decision....
November 4, 2022
Investments
Keeping the powder dry
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
January 20, 2023
Due Diligence
SBF explains FTX’s missing money Premium content
...I think there is a shot for real value.” One prominent onlooker found it convincing. “Call me crazy, but I think @sbf is telling the truth,” tweeted hedge fund billionaire Bill Ackman....
December 1, 2022
The Big Read
Pimco: navigating the end of the bond bull market
...As head of corporate special situations, he is trying to build an alternatives business that leverages Pimco’s enormous presence in the public markets....
May 18, 2022
FT Alphaville
How to spend a million dollars, by Sam Bankman-Fried
...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 . . ....
December 19, 2022
Due Diligence
The curious characters behind the Trump Spac deal Premium content
...the enterprise value calculation)....
October 26, 2021
FT Asset Management
The rationale behind T Rowe Price’s largest-ever deal Premium content
...Oak Hill has $53bn in assets under management across private, distressed, special situations, liquid, structured credit, and real asset strategies....
November 1, 2021
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
FirstFT
FirstFT: Fed turns more hawkish on inflation
...Wall Street’s benchmark S&P 500 index, which had slipped about 0.2 per cent ahead of the Fed announcement, swung to a 1.6 per cent gain by the end of the day....
December 16, 2021
Equities
Markets Now - Wednesday 19th August 2020
...However, the outlook is uncertain, rising one-offs make P&L valuations less relevant and cash conversion is declining. In addition, top management changes add another layer of complexity....
August 19, 2020
FT Magazine
Hong Kong’s historic businesses face an uncertain future
...History, ambition and what was once thought of as the west’s capacity to master the east crackle around these two names....
February 18, 2021
Equities
Markets Now - Wednesday 27th May 2020
...) estimates i.e. an attractive valuation, however: i.) preprovision profit in our base case is declining -2% CAGR ‘19-22E and ii.) our L-T recession scenario sees only 1% p.a....
May 27, 2020
Equities
Markets Now - Wednesday 2nd September
...Glaring value? The bulls will point to a P/B below 1, FY21e EV/EBITDA of 4x and EFCF Yield of 8% as evidence of clear value....
September 2, 2020
Equities
Markets Now - Tuesday 25th August 2020
...Trading at 4.4x adjusted EV/EBITDA and 9.5x P/E on our 2022 estimates, shares look attractive given: i) FY3 average of 5.2x and 10.9x respectively since 2017, and ii) 18% and 13% discount to peers (SUMCO...
August 25, 2020
Equities
Markets Now - Thursday 18th June 2020
...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....
June 18, 2020
Equities
Markets Now - Wednesday 8th April 2020
...through the P&L....
April 8, 2020
Equities
Markets Now - Tuesday 18th August 2020
...This is however negligible in the wider context of the P&L and the land bank, with the impact on future gross margin of 17bps small and which will likely be mitigated....
August 18, 2020
Equities
Markets now, Friday 6th March 2020
...And with value likely to outperform both in the mild and severe scenarios, AXA is the pick among the multilines, L&G’s favoured in life, plus Prudential....
March 6, 2020

Previous pagePage 1 of 5Next page