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This company might be a giveaway with the sub-title above and loyal followers of this substack. In order to mask it a little, we are not revealing the currency below. This is a European act...
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This post first appeared on 8percentpa.substack.com
This company might be a giveaway with the sub-title above and loyal followers of this substack. In order to mask it a little, we are not revealing the currency below. This is a European act...
This post first appeared on 8percentpa.substack.com
5 years on JCNC ST Eng SIA Eng RFMD Genting Sembcorp and Keppel Thai Bev F&N RFMD1
This post first appeared on 8percentpa.substack.com and is now the #1 most read post on our substack.
Since we started to talk about shareholder activism, the biggest hotbed has been Japan. There are now a few hundred Japanese names owned by activists today. Shareholder activism in Japan started around 200...
Background: Warner Bros Discovery, one of our earliest portfolio names, might be bought out and merged with Paramount Skydance as reported by Wall Street Journal last week. The attached video and the bullet points below depict our journey with this stock since 2023. The situation is “live” and circumstances will be changing rapidly. We will monitor and update when new sali...