3G Capital is on the hunt for its next acquisition target.
Like a patient tennis player who is most frustrating to play, they stand at the baseline waiting for an opponent to make a mistake, and only at the moment of weakness do they pounce, unleashing aggressive cost cutting tactics to deliver investor value.
Jorge Paulo Lemann, a former professional tennis player and founder of private equity firm 3G Capital, is one such tennis player.
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.
Rhizome Partners, the value partnership that targets small and micro-cap companies, produced a return of 2.8% net for investors during the second quarter of 2017 following a gain of... Read More
In a presentation tomorrow (follow our coverage tomorrow), hedge fund activist Bill Ackman says he will reveal why Herbalife Ltd. (NYSE:HLF), a stock he has shorted, will collapse. The... Read More
The bond market is in a bubble, equities have become a derivative of bonds, and the market’s recent gains are built on very shaky foundations, that’s according to Astellon... Read More
OfficeMax Inc (NYSE:OMX) released its earnings numbers for the third quarter of 2013 this afternoon after the bell rang on Wall Street. The company showed earnings per share of... Read More
Société Générale publishes a monthly update on the performance of several value orientated fundamental trading strategies across both developed and emerging markets. For deep value investors, one of the... Read More
There’s a difference between allowed to retire and being fired ‘with cause’ – a $21.5 million difference in the case of JPMorgan’s Chase & Co. (NYSE:JPM) former Chief Investment Officer, Ina... Read More
Wall Street: Sunday’s OPEC Meeting Will Disappoint Oil traders and investors around the world will be watching headlines from Doha, Qatar this weekend as OPEC meets to discuss a potential... Read More
There’s been some buzz recently around Societe Generale SA (ADR) (OTCMKTS:SCGLY) (EPA:GLE)’s WISE model (Winning Investment Strategies in Equities), and looking at the model’s historical results shows why. Although... Read More
Three Lessons from the First Non-Performing Loan Securitisations in China The following is a guest post from Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital Pty Ltd. Value Interview: Narrow Road... Read More
Swiss banks paid nearly $1 billion in negative interest rate fees in 2017, a recent Reuters report notes, pointing to wealthy bank clients largely storing their cash on the... Read More
