Investment Ideas: CoCos, a contrarian take, plus tech musings from the big San Fran conference
I’m still bearish overall and thus not racing to write up ideas but there’s a contrarian argument for CoCos (!! Yes really, just about) plus a tech investor explains why Microsoft is the AI King
Before we kick off with a slightly crazy discussion about CoCo securities, here are two useful quant-driven market overviews.
Notes 1 from analysts at French investment bank SocGen: “European Value stocks are trading on 8.5x forward earnings and Japan 9.7x, and while not at the extreme levels seen at the end of October, they are approaching distressed a…
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