EBIX: Little quarterly growth. Everyone is waiting for EbixCash IPO EBIX increased sales in the third quarter by 14% compared to the third quarter a year ago, but only by 2% compared to the second…

Vistra Energy: Continues to profit and buyback its shares. Introduced a ten-year plan to adjust the activity to pollutant emission limits The Electricity producer VST posted similar revenues for the third quarter of 2019 but…

We’re performing substantial upgrades to the site, mainly adding passive (or mechanical) strategies section, but also enhancing the spin-offs section, so you’ll see some changes in the site design and products in the near future….

Now it is official: Fiat-Chrysler and Peugeot’s directors today approved the merger deal between the two companies. The unified company will be the world’s fourth-largest carmaker, valued at close to €50 billion, and will sell…

Data storage provider CONE released exceptionally strong results for the third quarter of 2019, with continued diversification of its customer portfolio and the geographic scatter. The company posted 21% growth and 20% growth in adjusted…

After the merger attempt between Fiat Chrysler and Renault failed, Fiat announced yesterday that it is in talks with PSA Group (PEUP.PA), manufacturer of Peugeot vehicles, regarding a possible merger between the two. Such a…

It seems that the US-China trade war, the cooldown in US growth, the plenty of problems in Europe or China do not really bother investors. Even the high valuations of the shares of most big…

The quarterly reporting season is over, so the volume of updates has narrowed. Still, I try to keep you updated on the portfolio companies so here’s a bunch of updates from the past two weeks….

Riviera Resources (RVRA) is one of the disappointing stocks in the portfolio. The company has a stable gas and oil Upstream activity from large, long-lasting, reservoirs, which generates significant positive cash flow, and in addition…