The Great Debate

from Breakingviews:

Rob Cox: ITT’s ghost hangs over Silicon Valley

May 20, 2014

By Rob Cox
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

AT&T puts shareholders on hold for DirecTV

May 19, 2014

By Jeffrey Goldfarb
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

AT&T deal dialing emits a shaky signal

May 13, 2014

By Robert Cyran
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Rob Cox: The worry now is a brewing M&A bubble

May 13, 2014

By Rob Cox
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Third time unlucky for BHP

November 4, 2010

- The opinions are the author’s own -

No one doubts BHP Billiton is the smartest, most innovative mining company in the world. It has shaken up a once-sleepy sector and transformed pricing and marketing of raw materials from copper to coal and iron ore.
BHP is the mining sector’s Goldman Sachs. It employs the best minds and campaigns to change practices which have been long-established but which the firm considers outdated in a successful quest to unlock immense value for its shareholders.