NZ and Aus equities research with a global view. In plain english.
Platform | ![]() | Pricing | Freemium | Publishes | Daily |
---|---|---|---|---|---|
Issues | 149 | Subscribers | Read | blackbullresearch.substack.com |
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By 1904, J.D Rockefeller’s Standard Oil controlled 91% of oil production in the US. It was a monopoly in the truest sense of the word. By 1911 the company was broken up and eventually some of the “baby Standards” merged back into things we’...
FBU — Fletchers selling Tradelink ($188mn, $160mn upfront cash payment) — sold to the Colburns, highly reclusive family in ‘Murica. Remember there’s already a $122mn write-down on Tradelink (recorded by FBU in Feb) … add in a non-cash impai...
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NZ and Australian equities research with a dash of a global view.
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