
Deep Dives + Models
| Platform | Pricing | Only free issues | Publishes | Infrequently | |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | icemancapital.com |
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# Introduction
Shift4 (FOUR) announced the acquisition of Global Blue (NYSE:GB) in February 2025. I’m probably late with my review for many readers, but given the deal’s size/significance at +20% of the market capitalization, there’s probably still some i...
Please find below a slightly edited transcript of a recent discussion between Chris Hohn from TCI Fund Management and Nicolai Tangen from Norges Bank Investment Management. This interview was posted on youtube on May 13th 2025. I have made ...
# Introduction to A. O. Smith
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