Arthur Millbank

Spent years analysing buyouts and turnarounds in private equity. Writes about how deals are valued and where they go wrong.

Articles by Arthur Millbank

Latest Posts

Markets

Stock Market Recap: Dec 15-19 Highlights

MarketBeat Week in Review: December 15-19 Markets showed upward momentum at the week's close, potentially paving the way for a

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Business

SSR Mining Q4 2025 Earnings Transcript Highlights

Key Financial and Operational Highlights We concluded the year 2025 on an exceptionally positive trajectory, achieving full-year production levels that

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Investing

Nomura Emerging Markets Fund Delivers Strong Q2 2026 Results

Performance OverviewThe Nomura Emerging Markets Fund Institutional Class shares delivered better results than its benchmark, the MSCI Emerging Markets Index net, throughout the second quarter of 2026. This outperformance came despite a challenging market environment where various sectors showed mixe

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Investing

Should You Buy Amazon Stock After 13% YTD Decline?

Accelerating Growth in Amazon’s High-Margin Cloud Division Fails to Lift Shares in 2026 Despite notable advancements in its high-margin cloud

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Business

Quantoz Joins Visa to Launch Stablecoin Debit Cards in Europe

Quantoz Secures Visa Principal Membership for Stablecoin Debit Cards The Dutch payments firm Quantoz Payments has achieved principal membership status

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Analysis

McKinsey Analysis: 61 Top Growth Firms Beat Crises with Shared Traits

Were you aware that Walmart’s advertising operations contributed approximately 30% to the company’s operating profit in the previous year? Many

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Business

Smith & Nephew Q2 2026 Earnings Insights and Strategic Outlook

Overview of Second Quarter PerformanceSmith and Nephew delivered underlying revenue expansion of 1.6 percent during the second quarter, a figure that fell short of earlier projections primarily because of subdued activity within United States orthopaedics alongside challenges in advanced wound bioac

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Analysis

Amcor Dividend Appeal Insufficient Against Flat FCF and Margin Pressure

Amcor plc receives a sell rating because of ongoing stagnation in free cash flow, ongoing declines in operating margins, and substantially higher debt levels following the completion of the Berry acquisition. Although the transaction increased the company's overall scale and boosted top-line revenue

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Investing

Active vs Passive Funds: Is Active Management Still Relevant?

The Ongoing Active Versus Passive Investment DebateThe discussion surrounding active versus passive investment strategies has continued intensely for more than twenty years, with each approach taking turns in demonstrating superiority over the other depending on market conditions and economic cycles

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