Global Return Asset Management commentary for the month ended August 31, 2018; discussing Yahoo’s business model. Dear Friends, For the month of August, we generated a net return of 2.09%.1 We ended the month with 18% of assets in cash […]
Business
A Greek court extended an injunction to protect short seller target Folli Follie’s assets from creditors
What the activism world is talking about Mario Cibelli’s Marathon Partners Equity Management sent a letter to the board of cosmetics company e.l.f. Beauty last week, urging the firm to refocus on core operations or sell the company. In the […]
The Heatwave And The Storm: Managing Investor Sentiment In The Changing PE Market
The heatwave that has gripped much of the Northern hemisphere over the summer months provides a neat metaphor for the current state of the global real estate and PE market. Just as Europe and North America have sweltered under record […]
Whitney Tilson Goes There Again, Predicts Bitcoin To Fall To $4k
Excerpted from Whitney Tilson’s latest email to colleagues entitled “Videos & slides from seminars; upcoming webinar; make a name for yourself; crypto; Griffin” Also see Whitney Tilson’s prior bitcoin predictions 1) We’ve posted both our slides and videos from our […]
The Pricing War Among Asset Managers Heads To Zero
The U.S. financial market has undergone a gradual change over time as the financial markets have seen a higher influx of e-brokers. These e-brokers have several advantages over traditional brokers. However, they also face a few challenges, which means they […]
KHC: Kraft And Heinz Merger Fails On Most Basic Metric
Summary: KHC failed to deliver against the most important financial objectives outlined at the merger: Free Cash Flow. The outlook for future performance is bleak: among the large cap global food companies, KHC has the worst performance, the weakest balance […]
These 10 REITs Gained Over 10% In 2018
Realty Trusts (or REIT’s) continue to remain popular among investors. Over 90% of REIT’s have higher dividend yields compared to the average S&P 500 company. Realty Trusts to follow in 2018 Similar to stocks, REIT’s need to be held over […]
Asia is the next market where a big increase in activism is being predicted
Here’s what people were saying at Skytop Strategies’ global activism summit in Toronto on Thursday. As the conference was under Chatham House Rules, the sources of these comments are not identified. Rising levels of activism are partially secular, but being […]
7 Ways Satellites Are Impacting Investments
“Ipsa scientia potestas est” said one great thinker, which translated, meant in knowledge itself is power. In today’s global quest for power, everyone is looking into the sky for the answer. And no, it’s not blue sky thinking, but satellites. […]
Private Equity Funds To Watch In 2019
In this month’s Private Equity & Venture Capital Spotlight, we look at investor’s plans for the private equity asset class in the year ahead, including the regions and strategies presenting the best opportunities and more. Private Equity Investor Update Using […]
