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Denali Investors Updated Presentation: The Malone Complex

Denali Investors Updated Presentation: The Malone Complex

Denali Investors updated presentation on the John Malone (Liberty) entities Also see Denali Investors: Special Situations – John Malone Case Study and  How John Malone Creates Value Through Joint Ventures, with Kevin Byun of Denali Investors and The John Malone Complex – A Study in […]

Herding behavior: Why, so what and what if?

Herding behavior: Why, so what and what if?

A news story from the Wall Street Journal on hedge funds and their herding behavior provides a good starting point for this discussion. In summary, the article notes the following: (1) Hedge funds seem to buy and sell the same stocks, […]

Nomura NGA Doesn't Buy Excuses; Trend Is Covenant's Friend

Nomura NGA Doesn't Buy Excuses; Trend Is Covenant's Friend

The Nomura NGA Capital Fund doesn’t want to hear about excuses for October’s volatile market moves, while Covenant Capital Management thought the volatility suited it just fine. Nomura NGA: Bond markets displaying a bullish tone Saying it is “inappropriate” to […]

Jana Partners Boosts Hertz Position, Holds 8.3% Stake

Jana Partners Boosts Hertz Position, Holds 8.3% Stake

Jana Partners, the activist hedge fund headed by Barry Rosenstein increased its stake in Hertz Global Holdings, Inc. (NYSE:HTZ) to 8.3% based on its regulatory filing with the Securities and Exchange (SEC). Details of the investment Based on the filing, Jana […]

Credit Spreads, ABI and Housing Market [CHARTS]

Credit Spreads, ABI and Housing Market [CHARTS]

Credit Spreads, ABI and Housing Market by Todd Sullivan, ValuePlays “Davidson” submits: There is myth in political thought and Central Banker thinking that lower mtg rates will be inflationary. This is not in fact true. It should be clear that lower […]

Hiring Good Managers Is Hard? Ha! Try Keeping Them

Hiring Good Managers Is Hard? Ha! Try Keeping Them

Hiring Good Managers Is Hard? Ha! Try Keeping Them by Research Affliates Our society has become fast-paced, data-hungry, and health-conscious. With advancing sensors and wireless technology, an array of wristband products and phone apps can now track our every movement, […]