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Summary Tadej Pogacar attempted a hat trick this year: a third Tour de France win. However, competitor Jonas Vingegaard and his team broke records and showed impressive form. The popularity of some stages this year may indicate a high viewership count, leading to favorable pub...
China's recent crackdown on businesses that do not support the country's goals may affect companies selling luxury goods in the country. Investors are worried that China's government will more aggressively push for social equality as the country is intervening in companies that could contribu...
This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Gardner Russo & Gardn...
This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 05/13/2020. Please visit our Tracking Gardner Russo & Gar...
This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 02/11/2020. Please visit our Tracking Gardner Russo & Gardn...
Introduction In this edition of the Focus on Europe series, we are having a closer look at a small-cap (110M EUR market cap) in Belgium that doesn’t even have an OTC or pink sheets listing. Its IPO in 2017 was hyped, but the share price has lost approximately 80% since then as all h...
Introduction The Swatch Group (SWGAY) (SWGAF) (SWGNF) is probably known best for its Swatch-branded watches. This Swiss company (hence the name SW iss w ATCH ) has built a loyal following, thanks to its product offering which contains 18 different brands (including Tissot, Omega, and Ha...
Recently, it has been reported by several news outlets, that Swiss watchmaker Patek Philippe might come up for sale. The source seems to be a note by an analyst with Berenberg private bank. It should be mentioned that Patek Philippe declined to comment on the speculation. In case that the ru...
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Swiss watch exports have experienced a significant decline, particularly in China and Hong Kong, leading to a 52-week low for Swatch Group (OTC:SWG...