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Monday, 8 February, 2016
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Alan Livsey
Wireless competition: there’s no magic number of operators
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Wednesday, 27 January, 2016
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To American Apparel bondholders money isn’t everything
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Thursday, 12 November, 2015
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Mylan/Perrigo: on a relative basis…
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Tuesday, 13 October, 2015
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AB InBev and SABMiller: Multiple multiples
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Monday, 28 September, 2015
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Wednesday, 26 August, 2015
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Uber China: two month wait
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No, Amazon is not more “valuable” than Wal-Mart
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Apple: set your Watches for January
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Thursday, 16 July, 2015
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Liquidation diet
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Monday, 11 May, 2015
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Friday, 8 May, 2015
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The math behind Heinz/Kraft
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Letter from Lex – Thinking big, a little
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Amazon: In its own words
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Thursday, 12 February, 2015
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In Defense of Fanuc
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Wednesday, 11 February, 2015
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Sky and BT: own goal?
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Monday, 19 January, 2015
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KAZ minerals: a low-cost producer?
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