“For a brave private equity firm there’s an opportunity.” – Colin Sebastian.
“The Internet is the most efficient distribution network ever devised.” – Jim Chanos.
ESG and sustainability remain hot topics in the world of investing, and activists are taking up positions in behemoths like Exxon Mobil. Engine No. 1, a sustainability-focused fund, ran a successful proxy campaign against the oil giant and won three board seats. At MarketWatch's Best New Ideas Money Festival last week, Jennifer Grancio of Engine Read More
“And as the cost of transmitting and storing a bit approaches zero, anybody that’s in the business of selling you a physical product that is digitized has seen their margins just completely collapse over time.” – Jim Chanos.
“Everybody is looking for the next easy short.” – Stephen F. Roseman.
“GameStop is gradually getting into the digital space and becoming more relevant that way.” – Arvind Bhatia.
Link to full piece: http://www.businessweek.com/news/2011-12-06/gamestop-future-seen-in-private-equity-as-shorts-climb-real-m-a.html