Bridgewater’s shorts screened, seriously bold
We could not resist screening the Bridgewater Dalio’s $22bn short bet on European equities as trumpeted in the media on 15 February. AlphaValue covers 51 of the 60 stocks or…
A hard life for grocers
As the new (and young) boss of Carrefour is releasing his vision/strategy aimed at the French grocer becoming a tad more digital, it does not hurt to provide a sense of…
Acs adds complexity
Hochtief (72% controlled by ACS) is expected to launch a takeover bid for Abertis. This ACS initiated move would be supported by the “relevant” geographical footprint of the combined company, the strong…
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