It’s been about a week since Pershing Square’s 13D filing that indicated a nearly 10% stake in Chipotle Mexican Grill, the struggling fast casual dining chain, and analysts have had time to dive in more fully. Deutsche Bank analysts said […]
Boaz Weinstein, Tony Ressler, Jason Mudrick at Delivering Alpha conference 2016 – VERY ROUGH NOTES BELOW Yield panel Mudrick – 1.3B aum Tony Ressler – Ares 100 b AUM, credit real estate PE Boaz Weinstein, 1.7B AUM […]
Did Public Schools Really Improve American Literacy? Most Americans were illiterate before the creation of our public education system in the 1830s. That seems to be a popular assumption, but is it true? If you’re looking for statistics, they’re notoriously […]
Marc Lasry and Bary Sternlicht at Delivering Alpha Conference – some VERY ROUGH notes followed by an excerpt from the unofficial softa officall transcript Lasry said he making investors give capital for longer period, not useful to have them follow […]
The Wells Fargo Scandal: Is The Profit Model To Blame? Wharton’s Peter Conti-Brown and Michigan State’s Lisa Cook discuss the Wells Fargo scandal. San Francisco-based Wells Fargo Company (NYSE:WFC), one of the largest providers of financial services in the U.S., […]
Mark Carhart – Rough notes from the 2016 Delivering Alpha Conference VERY VERY ROUGH NOTES Mark Carhart, Stuart Fiertz and Ashbel Williams on Global Opportunities Ashbel Williams – Florida SBA The world at least short term has changed and return […]
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