The post-merger Stellantis looks great. Although we are still under the influence of COVID and there is a significant shortage of chips weighing on the car market, STLA’s activity has returned close to the pre-COVID…
Another very strong quarter for the social network giant. Revenue in Q2 totaled $29 billion, a growth of 55.6% compared to the same quarter last year while maintaining operating profitability around the peak level of…
The equipment rental company Herc Holdings (HRI) continued to grow and improve profitability in the second quarter. I will not go into all the numbers (I’ll wait for the annual report), I will just say…
Disappointing news. Bill Ackman announced today that PSTH has decided not to proceed with the Universal Music Group transaction to buy a 10% stake in UMG from Vivendi. Why is that? It’s not entirely clear,…
Micron continued to grow strongly in the third quarter (its financial year ends in August). Revenue grew 36.5% to $7.4 billion and adjusted EBITDA increased to $2.3 billion – an increase of 163% compared to…
A few weeks ago we received a new dividend-share to the portfolio following the merger between Fiat-Chrysler and the PSA group (I wrote about it here) – Faurecia (the one we received is traded on…
Two days ago I initialized a 5% position in the Argentinian holding company CRESUD S.A. (CRESY), which is currently traded deeply under its assets fair value, and in this review, I’ll present the company and…
The investment bank JPM continued to grow in the first quarter of the year (a record revenue of $33.1 billion) and to return (recognize) money from the provisions for cradit losses into the bank’s net…
In the last six months, I went over most stocks in the tradable world (over 30,000 companies) to produce a comprehensive watchlist of the most interesting companies today. Among them, I have found the ideal…
Bill Ackman’s Pershing Square Tontine Holdings (PSTH) jumped yesterday as Ackman said in an interview with the Wall Street Journal that he is discussing a potential deal with an “iconic, phenomenal great business”, and he…