Virtually Live: 20th March 2024 - The Rivkin Report

In this week’s show

01:34 – Q1:I always enjoy virtually live, keep up the good work. I note there is a merger between WLE and QVE including a cash payout option (at a 25% discount. Is there arbitrage opportunity, and how do you calculate the value being offered for the QVE shares.

05:42 – Q2:I note the announcement today, that Black Rock are no longer substantial shareholders in JB Hi Fi, Nick Scali or Perpetual Trustees. I hold shares in JBH and NCK in my SMSF. My understanding is that Black Rock, an American company, are the largest investment Company in the world. Is my understanding correct? Also, does anyone have any insights into Black Rock’s action?

08:34 – Q3:Is it time to buy Chinese stocks listed on the US exchange JD.com and Alibaba? Due to the fact that china is bordering on a recession? Are we buying on the dip?

11:02 – Q4:Macquarie have mentioned to clients to sell holdings in the big banks. Do you have an opinion on this?

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