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
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Lee Ainslie's Maverick Capital had a difficult third quarter, although many hedge funds did. The quarter ended with the S&P 500's worst month since the beginning of the COVID pandemic. Q3 2021 hedge fund letters, conferences and more Maverick fund returns Maverick USA was down 11.6% for the third quarter, bringing its year-to-date return to Read More
Jeffrey Ubben video is embedded below.