Entry47.33→Now47.76
Cheap global UK firms have governance upside Open original source
EWU iShares MSCI United Kingdom ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:15
Oct 20
Oct 20
Yet Another Value Podcast
Cheap global UK firms have governance upside
Ben is most attracted to the UK because it contains many large, globally diversified businesses that are not tied to the UK domestic economy yet trade at cheap valuations. He argues better disclosure, compensation and incentives, and especially capital allocation can be win-win governance fixes, and English-language/common-law norms plus a deep pool of strategic and private-equity buyers make UK-listed assets relatively actionable. He stresses selectivity and patience rather than endorsing every UK stock.
EWU
iShares MSCI United Kingdom ETF
Long
1ST
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10:29
Oct 07
Oct 07
Bloomberg Markets
Apollo remains bullish on United Kingdom.
Apollo has been bullish on the UK for a long time, has grown European assets to about $250B, acquired UK pension player PIC, and sees the new UK government pursuing bold ideas; Apollo wants to be part of those conversations.
EWU
iShares MSCI United Kingdom ETF
Long
1ST
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10:31
Sep 21
Sep 21
Bloomberg Markets
FTSE 100 diversifies away from AI trade
The FTSE 100 is a way to diversify away from concentrated AI exposure because of its banks, energy and defense composition, it has had good earnings growth this year, and it can act as a place to hide and diversify.
EWU
iShares MSCI United Kingdom ETF
Long
1ST
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About EWU Investor Commentary
Across the available history and selected sources, Buzzberg tracks EWU (iShares MSCI United Kingdom ETF) across 25 sources: 63 bullish vs 4 bearish calls from 82 authors. Historical directional balance: 45% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 131 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 2 other directions. Latest voices: Ben Isaac, Jim Zelter, Sharon Bell.