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Interview «A Tsunami of Mergers Is Heading for European Banks»

themarket.ch / English

«Glencore is excellently positioned in coal, copper, nickel, and zinc, and with the shares, you also get one of the best commodity trading teams in the business»: Cole Smead.
Interview

«A Tsunami of Mergers Is Heading for European Banks»

Cole Smead, CEO and portfolio manager at value investing boutique Smead Capital, strictly avoids AI stocks. Given the high valuations on US equities, he spots attractive opportunities in other regions, particularly among companies in the financial and energy sectors.

Christoph Gisigervor 3 Stunden

discovered about 14 hours ago



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