Bill Ackman’s Pershing Square is wisening up. The hedge fund manager has taken his win and gotten out of Nike (NYSE: NKE). The fund decided not to risk overstaying its welcome in Nike, as it’s done in some other names, such […]
Author: 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 comes as fellow activist investor Starboard Value was looking to overthrow the entire board. Now Starboard is on the outside […]
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 now down 12.3% for 2018. The S&P 500 is up 1.8% this year. Check out our H2 hedge fund letters […]
Bill Ackman: Just Do It
Bill Ackman has made his latest bet – picking Nike as the savior for the Pershing Square hedge fund. Pershing was down 4% in 2017, after falling 20% in 2015 and 13% in 2016. Nike has boosted the fund up […]
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 Xerox sold. The two own over 15% of the company. They’ll also remove the Xerox CEO Jeff Jacobson. Recall that […]
![By General Electric Company (w:File:General_Electric_logo.svg) [Public domain], via Wikimedia Commons](https://www.valuewalk.com/wp-content/uploads/2017/04/General-Electric-270x200.png)
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 constructive, such as how does GE get its business actually growing? GE decided to cut its dividend by 50%. This […]
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 Foods (WFM). There was a lot of selling overreaction in the grocery space. Kroger shares are still down nearly 40% […]
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 maneuvers in airlines and financial services is of particular interest, especially as profits in Berkshire’s own insurance business continues to […]
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 valued at $80bn) is the original and largest coin, however in our view, it is struggling to fulfil its objective […]
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, finally, have a multiple to use when figuring out whether bitcoin is over- or under-valued. Financial Information Publishers To Be […]
