TMS Insights July 2021

15 July 2021

In this insights Ben and Jeremy come to us from lockdown to give an update on what we are seeing as a very active market. They look into the recent spate of mergers and acquisitions, breaking down a number of them and what this says about relative value in the market. They also discuss what the current lockdown means for vaccine rates going forward, and the medium term economic effects that will flow through from this. Stocks discussed include SKI, SYD, EDV, LNK, BLD, WES, API, SOL, BKW, AMZN, NFLX and AAPL.

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