Why we will not invest in Cevian's Thyssenkrupp at current prices
Background: Cevian invested in Thyssenkrupp in 2013, with the aim to break up the company. Thyssenkrupp is indeed a conglomerate of very...
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- 4 okt. 2019
Being and investments' third exit: Perion, returning 105% in 4 months
Company Perion is an ad-tech company which consists of three business units: Search (acquiring customers to Bing and Google); Ad-tech (a...
- 6 maj 2019
The long case for AMC
Is the cinema industry dying? Are services like Netflix, HBO and Amazon Prime killing the cinema industry? Why did Amazon Prime try to...
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