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.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More
Jeffrey Ubben video is embedded below.