Group 1 - The article discusses a concrete deal between Ubisoft and Tencent aimed at helping Ubisoft deleverage and address debt issues, including breached covenants [2] - The Valkyrie Trading Society is highlighted as a team of analysts focusing on high conviction and obscure developed market ideas, targeting downside-limited investments with potential for outsized returns [2] - The Value Lab is mentioned as a long-only investment group that provides members with a portfolio, real-time updates, and various market insights [2] Group 2 - The article emphasizes the importance of international markets for value investors, suggesting that engaging with these markets can lead to better investment opportunities [1] - The Value Lab aims for a portfolio yield of about 4%, indicating a focus on generating consistent returns for its members [1]
Ubisoft: Tencent Sale Resolves Pesky Covenant Issue