Event-Driven Legal℠ investment-research opportunities
MDC follows significant legal disputes to provide clients with actionable investment ideas that tend to be non-correlated with the market. They currently believe that the following companies will likely be involved in significant litigation in 2025 and 2026: Abbott Laboratories, Avadel Pharmaceuticals, Axsome Therapeutics, Bausch Health, Bayer, Burford Capital, Corcept Therapeutics, Exelixis, GSK, Harmony Biosciences, Johnson & Johnson, Liquidia, Live Nation, Reckitt and Sotera Health.
Edition: 205
- 21 February, 2025
Balkanisation of the Internet has begun
Technology
Huawei’s migration of its smartphone business to its home-grown Harmony OS is the first concrete sign that Richard Windsor’s long-predicted splitting of the Internet into two pieces has begun and everyone, not just China, will be poorer because of it. Richard thinks that every technology standard created from here on will have a Chinese version and a Western one which are developed independently and are incompatible. This is why he has been forecasting that the long-term growth of the technology industry will be lower. Huawei is the first to go down this route, but he has no doubt that there will be many others over the next few years.
Edition: 200
- 29 November, 2024
Gold ESG Focus 2024
Metals Focus has recently published its annual report on environmental, social and governance in the gold mining industry, covering the last decade for 17 of the largest gold miners. Key findings include a reduction in combined scope 1 and 2 greenhouse gas emissions by 5.4% y/y in 2023, with Harmony reporting the highest emissions intensity; a rise in payments to governments by 12%, with Barrick leading the way; a fall in community investment by 16%, with Polyus the largest contributor; and the lowest level of fatalities on record amidst improving injury rates. Please contact us to find out more.
Edition: 194
- 06 September, 2024