Mega Unicorn WeWork forbids its employees to expense meals containing meat
Ever wanted to own a piece of an Airbus A380 ? OTC Adventures has found a way to do so.
Smart phone cameras are the enemy of secretive hedge funds
Nick Train thinks that (deep) value investors should be VERY careful these days
A nice profile of value investor Chuck Allmon
Are you looking for trouble in the financial markets ? BBB Corporate bonds are a good place to start
Some links related to Stock spin-offs. Veoneer looks actually very interesting.
Nick Train‘s article is a mix of some truisms and the typical „this time it’s different“ story. I am prepared for some more years of relative underperformance. But eventually, the tide will turn.
Agree, all I hear are the sounds of a positive business cycle. We’ll see where we stand in 5-10 years.
Would you care to clarify why does Veoneer look interesting?
A autopart company focused exclusively on self driving cars is an interesting target.
Could be, however, if Veoneer is an interesting target, why wouldn’t its parent try to sell it instead of pursuing a spinoff?
Someone might need to book into this more deeply 😃