Sitemap - 2022 - Nicoper’s Notes
10. Markel Corporation: Insurance and Investment Portfolio – Valuation Through Float
9. Synchrony Financial: Preferred Choice
8. Peak Bancorp acquisition by BAWAG AG
7. Markel Corporation: Drivers of value
(IV) Topicus.com Update: Calculated Expansion
(III) Telekom Austria: From Stability To Volatility, Value Is Still Not Unlocked
5. Constellation acquisitions - 1H 2022
4. Constellation acquisitions in 2022 so far
3. Portfolio structure - April 2022
(II) Consolidated Edison: Improving Prospects At A High Price
2. Philips: Quantitative Valuation
1. China Mobile: Good Business Vs. Bad Politics
(I) Constellation Software: Cautious Approach To A Legendary Company