The incoming liquidity drain This Monday, Google surprised the market by announcing the mother of all secondaries. Google plans to...

This week’s additions and highlights 1. SPIN-OFFS Hexagon (HEXAB SS). Hexagon provided additional financial and organizational information for its upcoming...

Fund Letters As a matter of tradition, fund managers write to their LPs once a quarter to update them on...

This week’s additions and highlights 1. SPIN-OFFS S&P Global (SPGI US). A reminder of the upcoming spin of S&P Global’s...

Up in the air Back in June of 2023, we wrote about the resurgence of air travel following 3 years...

This week’s additions and highlights 1. SPIN-OFFS Corteva (CTVA US). Corteva recently confirmed the Q4 separation of Seeds (Vylor) and...

Korea’s shareholder reforms are real. Korea’s KOSPI benchmark index has been on a tear. In the past year, the index...

This week’s additions and highlights 1. SPIN-OFFS Essity (ESSITYB SS). Essity is considering a separation / spin of its Consumer...