Activist investing swains, good stories today, see the news and stocks below for April 17 below. Tips solicited via the Twitter @activiststocks, sign up for the free daily activist email, and ICYMI the latest newsletter is here.
News:
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When speaking at a TED Conference, a senior Google executive muses that he doesn't want his child to take drivers education Read More
Carl Icahn giving marching orders to the most successful firm in the world, Apple Inc. (NASDAQ:AAPL), comes across as a “little hubristic,” Barry Ritholtz noted on Bloomberg TV yesterday. Icahn questions Apple's... Read More
In the first quarter 2014 edition of Prime Brokerage Perspectives, J.P. Morgan identifies a growing trend among institutional investors and fund managers: the co-investment. Rather than investing in a hedge... Read More
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his Nuvera Telecom stock idea, high valuation with real value vs flashes... Read More
Roubaix Fund Composite commentary for the month ended July 31, 2021. Q2 2021 hedge fund letters, conferences and more Roubaix Fund Composite Performance Update The Roubaix Fund Composite is a fundamental long/short... Read More
While Hugh Hendry and Jim Chanos are firm on their stance against China and continue to hold short positions in the country, Paul Conway, an ex-Oppenheimer & Co. banker,... Read More
William R Katz, Neil Stratton and Steven J Fullerton of Citigroup Inc. (NYSE:C) continue to see further evidence that Alternatives are diversifying their businesses, deploying dry powder despite upward moves in rates &... Read More
Are markets in a “calm before the storm?” Is there a price yet to be paid for quantitative easing? Such are the questions that Nomura Chief Economist Richard Koo tackles... Read More
The hedge fund manager Li Lu is considered to be one of the best value investors alive today. The Chinese-born American investor founded his firm, Himalaya Capital Management in 1997... Read More
A UBS report on investing in Spanish government debt, issued September 25, may need to revise its thesis. After under-performing the market due to political concerns, the report said... Read More
