As published in the Conseiller on October 14, 2024 (In French) | Image: Freepik The efficient market hypothesis states that share prices reflect fair market value. Since everyone has access to the same publicly available […]
As published in Conseiller (in French) on 12 August, 2024. Investment success over the long term is based on the positive synergy of three pillars which form the basis of alpha generation through various market […]
As published in Conseiller (in French) on 15 July, 2024. The investing adage that returns are greatest where capital is most scarce applies well to small cap stocks. These firms, often founder-led or family-owned, tend […]
As published in Finance et Investissement on 6 March 2024 (in French), and Conseiller on 25 March, 2024. There is a wide subset of different variables that can affect a business and lead it into […]
As published in Conseiller on 20 November 2023 (in French) In his recent memo for Oaktree Capital Management, Howard Marks opines that to achieve a superior long-term record, an investor should strive to do “a […]
As published in Finance et Investissement on 7 August 2023 Mergers and acquisitions can be an effective use of capital for businesses to stay viable by growing their capabilities, reducing costs, potentially eliminating competitors, and ultimately […]
As published in Conseiller on 19 June 2023. While global M&A has slowed down considerably since last year due to investor jitters amid a steep rise in borrowing costs and market uncertainty, if you know where […]
As published in Conseiller on 29 May 2023. The torrid pace of global M&A appears to be playing catch up, especially in the mega cap universe where we have seen elevated regulatory scrutiny on high profile deals […]
As published in Conseiller on 16 May 2023 and FI: Finance et Investissement on 3 May 2023 The punchbowl has been taken away. The era of “free money” being thrown with abandon by investors at […]
