PSTH pulls out of Universal Music deal
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,…
Articles by Yinon Arieli
Another blockbuster quarter for Micron
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…
Should we keep holding Faurecia?
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…
Why CRESUD is deeply undervalued?
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…
Strong Q1 21 for JPM
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…
BUY the Argentinian agriculture company CRESUD S.A.
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…
Hints for a close deal for PSTH
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…
Relatively good Q1 2020 for Gannett
The media company Gannett (GCI) went through a stormy day last Friday, with the stock plunging up to 18% after the quarterly report was released but recovering back to the opening price after investors actually…
Strong Q1 2021 for HRI
The U.S. economic recovery from the corona has given a dramatic boost to the results of the equipment rental company Herc Holdings (HRI), which presented a particularly strong report for the first quarter of 2021….
Jordanian clothing manufacturer at a discount: Jerash Holdings (JRSH)
Jerash Holding (JRSH) is a Jordanian overlooked micro-cap clothing manufacturer (market cap of $68 million based on the share price of $6), which trades on the NASDAQ, grows consistently, loaded with cash, and probably worth…