Bill Ackman Gets Smart
Bill Ackman’s Pershing Square is wisening up. The hedge fund manager has taken his win and gotten out of Nike … Read more
Activist Stocks
Icahn Swoops In At Newell, Cuts Starboard Value Out
Carl Icahn, who bought 7% of the company last week, was given four seats on the Newell Brands board. This … Read more
David Einhorn: Down But Not Out
David Einhorn’s Greenlight Capital is down again. But is he out? Greenlight was down 6.2% in February. The fund is … Read more
Bill Ackman: Just Do It
Bill Ackman has made his latest bet – picking Nike as the savior for the Pershing Square hedge fund. Pershing … Read more
Carl Icahn: Doing The Hard Work
Carl Icahn, largest Xerox (NYSE: XRX) shareholder, has now teamed up with the third largest shareholder Darwin Deason to get … Read more
General Electric: The Right Move?
General Electric (GE) has done it, it has cut its dividend. Finally. Now the conversation can move to something more … Read more
Kroger Co (KR): Activists Need Not Apply
A few months ago we highlighted the steep selloff in Kroger’s (KR) stock price after Amazon (AMZN) bought up Whole … Read more
Why All The Financial Bets At Berkshire?
When Warren Buffet makes major changes to the Berkshire (BRK.A) portfolio, the market keenly takes note. The rationale behind Berkshire’s … Read more
Bankers Can Hate All They Want On Bitcoin, But
In a recent report, analysts at Bank Of America summarized their views on Bitcoin and cryptos as follows: Bitcoin (currently … Read more
Bitcoin PE Ratio
Valuing bitcoin has been pretty well impossible. For stocks, the go-to valuation metric is the price-to-earnings ratio. Well, we might, … Read more
Activist Investors Need Not Apply
AMD’s (AMD) lack of innovations in the past 3 months is impacting its stock. So far, AMD’s stock is up … Read more
The Bitcoin Investment Trust (GBTC) Is A Joke, Right?
For investors looking to get exposure to Bitcoin, the idea is that the only way is the Bitcoin Investment Trust. … Read more
JANA Activist At Blue Apron
JANA Partners, the activist investor that pushed Amazon (AMZN) to buy Whole Foods (WFM), now has a stake in Blue … Read more
Bill Ackman On The Industry, Valeant And Retail
Bill Ackman, the founder of the well-known Pershing Square Capital hedge fund, is making a comeback, or so he hopes. … Read more
Jeff Ubben Steps Aside: Time To Short All ValueAct Holdings
Jeff Ubben, the renowned gentleman activist investor, is stepping away from the day-to-day activities at his ValueAct Capital activist hedge … Read more
