Conf call redux: DSV – the numbers tell you all you need to know
Jam tomorrow and jam yesterday, but never jam today
Here we go, once again, our dearest performance monkeys.
On 23 September, busy trying to catch falling knives, on your behalf* we flirted with the idea of how appealing it would be to take equity exposure in the most prominent T&L tickers from Europe.
(*Yet pending your advisor’s approval. Another reminder: as you read at the bottom of this note, we don’t offer advisory services and we don’t invest in the companies we cover.)
Three out of four – DSV, Mærsk and Kuehne + ...
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