Hints and tips:
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...Some of the biggest spends, including Genesis Digital Assets, Anthropic, Sequoia Capital, K5 and SkyBridge have already been examined....
...Cost savings are a sign of responsible and prudent management, but not essential in driving the stock And RBC Capital Markets: Management has made good progress so far building the foundation to revitalise...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...Note that the EV of £603m is backed by c.£150m of freehold pub assets....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Rose retains the end-FY21 c.14% CET1 capital ratio target (which might disappoint in the context of capital return expectations) but moves to a medium to longterm target of 13-14% (which will be taken a...
...Berenberg goes down to “sell” on Jupiter Fund Management, the midscale UK asset manager that fried a thousand rumour-chasing punters earlier in the year by jumping into bed with Merian rather than being...
...This stronger foundation should be supported through 2020 as management bandwidth improves further (with only one remaining C-suite role to be filled)....
...Point72 Asset Management has hired Matthew Karchmer as a portfolio manager covering the consumer sector. He was previously at DE Shaw & Co....
...Management reassured on ‘the strong balance sheet, net cash resources and substantial working capital facilities available to the Group in its various territories [..., which are] more than adequate to meet...
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...LGIM, the company’s investment management business, pushed its assets under management to more than £1tn for the first time as it grew its pension savings business in the UK and expanded overseas....
...In the mid-2000s, Grohe, one of the world’s biggest makers of taps and showers, marked a watershed in private equity’s participation in the German economy....
...“The business is going out and actively pursuing diverse individuals to come into those job roles,” said Dane Holmes, Goldman’s head of human capital management....
...In a press release announcing the issuance of the ED, FASB Chairman Edmund L....
...Marketing materials stated that the Squared CDO’s investment portfolio was selected by GSCP (NJ) L.P. – the investment advisory arm of GSC Capital Corp....
...The second issue is what to do with with its asset management business, LGIM, which some fear could lose its leading edge without substantial investment, but which has still been attracting the attentions...
...The company is a minority-owned partnership between RLJ Companies LLC – owned by Robert L....
...With the almost certain return of growth in the previous quarter, it is not an “L” but not yet robust enough to be a “V”. The likelihood of a “W” also seems far-fetched....
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