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 (NYSE: NKE). The fund decided not…
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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…
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….
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,…
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…
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…
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…
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…
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…
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…
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 10% in 2017, while Nvidia…
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. But as the saying goes,…
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 Apron (APRN) – the deeply…
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. He spoke at this year’s…
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 fund. Ubben has been out…
