Episode Details
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Published 3 months, 3 weeks ago
Description
In today's views
- Strategy | Cracks are appearing in "ancient economy" flour milling stocks and investors are advised to exercise caution
- ETEL | 2025 multiples are now on par with the historical TTM; 1Q26 data centers’ sale completion marks a step toward 7-9x
- BINV | A story of corporate actions and value creation reinforced by 9M25 performance