We’ve made a few changes to our monitors that we’re very excited to share. You will note these changes from last week’s monitors- Volume 26:

1. Thematic monitor: we decided to unveil our thematic monitor a little early. This monitor covers some of the major global themes and sub-themes we’re tracking. We believe that a thematic lens can be a very useful tool for informing an investment strategy. When used right, it can help an investor identify assets with mid-to-long-term macro, regulatory, or otherwise fundamental tailwinds/headwinds.

2. Strategic Alternatives monitor: our new Strategic Alternatives monitor covers companies from around the world that have recently announced the pursuit of strategic alternatives (sale, divestment, spin-off, liquidation or other strategic opportunity), many of which are trading at significant discounts to tangible book values.

3. Changes to the Notable Earnings Surprises & Guidance Revisions monitor: we’ve made a slight formatting change, whereby estimate and/or guidance surprises are given in a separate column, so as to be more informative.