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European Investing Summit
October 10, 2022
A Technical Guide to the Bayes Investments Valuation Model
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October 8, 2022
Volkswagen: Global Auto Leader Undergoing Transformation
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October 8, 2022
LDC: Dominant French Poultry Producer With Clean Financial Record
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October 8, 2022
Ferguson: High-Quality Distributor With Improving Business Mix
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October 7, 2022
Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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October 5, 2022
Finding Value in European Banks and Other Old Economy Sectors
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October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
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October 1, 2022
Thought Exercise: Explaining the Global Macro Situation to a Martian
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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 15, 2021
Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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October 15, 2021
Euronav: Tanker Giant Positioned to Take Advantage of Industry Cycle
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October 15, 2021
MTU: Leading Supplier of Aero-Engine Sub-Systems With Strong Order Book
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October 15, 2021
Gregor Rudolph-Dengel on the Opportunity in “Re-Opening” Stocks
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October 15, 2021
Barco: Attractively Valued Projection and Visualization Systems Leader
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October 15, 2021
JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster
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