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03 January 2025
Pharmas Crushed By The Novo Spell
The skin sensitivity of investors about weight-loss drugs indicates that there is a long learning curve ...
20 December 2024
Of (in)elegance and (un)fairness
There remains a very simple possibility: that Elliott has simply prepared its full exit. We will know ver...
13 December 2024
Quantum Leap Works Wonder in Insurance
The Insurance PE is going up steadily, i.e. confidence is on the rise. Better not disappoint.
06 December 2024
MedTechs Need Another COVID
Growth through consolidation has been a well-established strategy. It is not clear that it has delivered.
29 November 2024
Paris Teeters On the Brink
Markets never wait to sanction an opportunity cost. This is ongoing with worse to come as the bond ...
22 November 2024
OPAP's Cash Printing Talent Has No Brake
Any long-term investor looking for exposure to gaming-gambling, but willing to weather some minor ...
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