[dropcap]S[/dropcap]ince the announcement by Covéa ( a mutual insurer/”mutualist”) of its proposition to the board of Scor to acquire the reinsurer for €43/share, the latter…
[dropcap]B[/dropcap]olloré SA is probably the most complicated company we track, accounting-wise. Under family control through a chain of holding companies (see Worth Knowing section in…
[dropcap]H[/dropcap]olding companies tracked by AlphaValue trade at an average 8% discount to NAV/SOTP. This is on the verge of expensive if one holds the view…