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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 ...
15 November 2024
Real Life Debt Is Bound To Cost More
It is fairly likely that the P&Ls of larger European corporates have yet to experience the full cost...
08 November 2024
Jeronimo Could Have Carrefour For Breakfast
From a financial standpoint, the deal is a no-brainer. From a strategic one it is for the JMT owners to...
31 October 2024
Diwali & All Saints Should Coordinate Diaries More Often
Diwali is all about light overtaking darkness or knowledge overtaking ignorance. The Christian All Sa...
25 October 2024
Sustainability & Humility
Sometimes it pays to look backwards and wonder what went wrong.
18 October 2024
China Is Killing the Q3-2024 Earnings Party
China has no need for Western products. The illusion that European brands are a must-have for Chi...
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