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Élé Asu Good morning, ladies and gentlemen. Welcome to this Thema dedicated to Innovation for Environmental Security. And thank you for joining us remotely...
Introduction On April 17, I wrote an article on Peabody Energy’s (NYSE:BTU) new shareholder return program. BTU has declined roughly 20% since then as...
The cross-holding and why it’s hated so much Back in May 2021, Prosus (OTCPK:PROSY) and Naspers (OTCPK:NPSNY) announced a transaction (slides) with mind-numbing implications,...
Investment Thesis Company Overview Texas Instruments Inc. (NASDAQ:TXN) is one of the largest semiconductor producers that serves electronic designers and manufacturers globally, founded in...