This article was written by Follow Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate...
This article was written by Follow Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment...
This article was written by Follow Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial...
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,...