01
Aug
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30
May
Hertz: Turning To Alternative Finance Amid Bid To Remain Afloat
For Hertz shareholders, it has been tough to keep the faith over the past year. As the floundering car rental company has struggled to show any sign of a... read more
01
Jul
Jefferies: Don't Panic, Markets Are Handling Events Quite Well
Sean Darby, Jefferies chief global equity strategist, and Kenneth Chan, the firm’s quantitative strategist, want to have an honest conversation about Brexit. The world did not end after the... read more
28
Oct
A Misconception About Activism
A Misconception About Activism - Florian Schuhbauer of Active Ownership Fund read more
15
Apr
David Einhorn Talks ZIRP, AerCap, John Bush, And More At Grant’s Conference
When speaking at the recent Grant’s Spring Conference at the Plaza in New York, David Einhorn, president of Greenlight Capital presented two ideas -- one long and one short. He... read more
20
Apr
Waiting For The Right Pitch – BOK Financial – Diamond Hill
April 2015 “After following and admiring BOK Financial Corp. for nearly five years, we finally got the ‘right pitch’ in late 2014.” Patience is a virtue, both in life and in... read more
17
Oct
IRS Battles Bill Ackman In Court Over Accounting Practices
Howard Hughes Corp (NYSE:HHC), a land developer, is challenging the U.S Internal Revenue Service over a $144.1 billion tax bill that is tied to the company’s Summerlin land sales.... read more
22
Oct
Nike Ceo: Bullish On Apple Relationship; NFL Moving In Right Direction
In an interview with Bloomberg's Stephanie Ruhle, Nike Inc (NYSE:NKE) CEO Mark Parker said: I'm 'quite bullish on our relationship with Apple Inc. (NASDAQ:AAPL).' Nike plans to work with Apple to... read more
30
May
Equity investors are reassessing the fundamentals outlook and other important charts
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium term views... read more
13
Feb
Time Warner Cable-Comcast Deal: Sorrell Weighs In
Sir Martin Sorrell, CEO at WPP, joined Bloomberg Television's Bloomberg Surveillance today to discuss the industry impact of the Comcast Corporation (NASDAQ:CMCSA)-Time Warner Cable Inc (NYSE:TWC) deal, which was... read more
26
Oct
Samantha Greenberg Robin Hood Conference Top Pick
Samantha Greenberg, an alumna of Goldman Sachs Group, Paulson & Co., and one of the few prominent female hedge fund managers founded her hedge fund, Margate Capital Management last... read more
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