Apr. 29 – Speaking at the Milken Institute Global Conference, hedge fund manager Jeffrey Ubben of ValueAct says Microsoft could see a lot of upside and thinks its enterprise software holds the key. Ubben also says a Valeant-Allergan tie-up is a perfect match.

Make sure to check out Jeff Ubben, Cliff Robbins, Barry Rosenstein On The Search for Alpha

NOTE: Some of these guys are speaking at the Ira Sohn Conference (maybe) sign up for our free newsletter to ensure you do not miss our coverage next week.

Jeffrey Ubben video is embedded below.

Jeffrey Ubben

Jeffrey Ubben

 

Jeffrey Ubben