When an activist investor comes knocking on a corporate door, the well-informed CEO should listen early and often but the key to success could come before the activist even invests, says a new report from the business consulting firm Bain & Company. For investors, the report outlines a model for evaluating an activist that could provide insight into the potential to enhance shareholder value.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
On September 19, we gave a lecture to the Stern Investment Management & Research Club at NYU. Below is the video in 5 parts including a question and answer... Read More
Gregory Wasson, the CEO at Walgreen Company (NYSE:WAG), is a happy man today. The market is bubbling with fresh news of Walgreen’s new 45% stake at Alliance boots. The deal... Read More
The aftermath of the Allergan divestiture and acquisition event is currently being digested by Wall Street, because the repercussions are likely to be larger than just the single day news. The... Read More
Gabelli's stocks to watch: Kinnevik & Natural Fuel Gas Mario Gabelli, Gamco Investors chairman & CEO, shares his thoughts on how to play the social media, e-commerce, and natural gas... Read More
The economic expansion from 2009-2018 hasn’t been helping most millennials because the biggest benefits have been gained by those who own assets like stocks. Without asset price improvements, this... Read More
The Corporation in Society Bill George Harvard Business School Advanced Corporate Law Policy Harvard Law School Bill George: The Corporation in Society Fundamental Questions: As a corporate board member, to whom are you responsible? Is the corporation... Read More
Sources are reporting that BNP Paribas SA (EPA:BNP) (OTCMKTS:BNPQY) and U.S. prosecutors have reached a broad level agreement whereby the French bank would pay $8 billion to $9 billion... Read More
Large banks, including JPMorgan, Wells Fargo, Citigroup, and Bank of America, have reported first quarter results, and earnings and loan growth continues to be strong. However, share prices have... Read More
Private equity firm, The Carlyle Group LP (NASDAQ:CG), has reported a loss of $57 million on its second quarter earnings. The firm pointed at declined growth in its core... Read More
So this inflation issue looks like it’s not going away anytime soon, especially for the Philippines and India more so when valuations are 1 standard deviation above mean. Crude... Read More
