Tag Archives for " Maurice Levy "

WPP – position closed with a +19% relative gain (>+330% annualised ;-)

Add a bit of mean reversion to GrowthRatings, with a healthy pinch of recency bias and you can have a wild ride in these menopausal markets. For example, three weeks ago on this blog I highlighted the unloved Agency sector and in particular WPP.  Those listening to what some key marketeers were saying about their […]

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Publicis – a growing credibility issue as another client defects

“Omnicom demonstrated superior and proven performance in the area of data analytics, planning and buying, innovation, talent and financial value”  – P&G global brand officer Marc Pritchard on last week’s announcement that it will be replacing Publicis Groupe’s Starcom Mediavest with Omnicom’s OMG for its North American media-buying, worth around $2.66bn pa.   While the […]

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