M&A & Capital Raisings
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Netflix Parts Ways with Warner Brothers Deal as Paramount Comes Out on Top.
Shocking news as Netflix walks away from Warner Bros. Discovery (WBD) deal. For a few months, Netflix was strongly poised…
USA Winemaker to Buy Kirin’s Four Roses Bourbon for Three-Quarters of a Billion?
Sources report that E&J Gallo, an American winemaker, is to acquire Kirin Holding's (Four Roses Bourbon) for a whopping US…
Potential Rio Tinto and Glencore merger falls through for the third time
According to recent news, Rio Tinto and Glencore walked away from their renewed $260 billion merger talks at the end…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
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Monthly Investor Memo
Delivered Monthly - 2026