mar 2Update on Coronavirus outbreak - how to be positioned during the coming quarters This is a letter to the community around Being and investments, concerning the outbreak of the Coronavirus (COVID-19). We will try to giv...
feb 17Being and investment’s seventh investment: a restructuring of Telecom ItaliaWe are investing almost two years after activist Elliott management’s entry, at a ~40% discount to Elliott’s entry price. Telecom Italia ...
jan 21Blue bird continues to cut costBeing and investment invested in Blue Bird Corp at below 18 USD per share earlier this year, after two years of following the company. On...
31 dec 2019Being and investments end of year market updateAs a subscriber of Being and investments’ newsletter we are sending you this end of year market update, to share our view of the year tha...
28 dec 2019Why we will not invest in Cevian's Thyssenkrupp at current pricesBackground: Cevian invested in Thyssenkrupp in 2013, with the aim to break up the company. Thyssenkrupp is indeed a conglomerate of very ...
22 okt 2019Good news for our investment in Senvion On October 21, Siemens Gamesa bought select key assets from Senvion for EUR 200m, indicatively confirming our return targets of 100-150%....
4 okt 2019Being and investments' third exit: Perion, returning 105% in 4 monthsCompany Perion is an ad-tech company which consists of three business units: Search (acquiring customers to Bing and Google); Ad-tech (a ...
21 maj 2019Open letter to Mr. Yuan Yafei, and the other controlling shareholders of Global Cord Blood Corp"We therefore, with this letter, urge Mr. Yuan, and the other controlling shareholders of Global Cord Blood, to take action as the engage...
