Today's investors are bombarded with a never ending stream of news and information on equity markets. But what if nearly all information was somehow cut off, and you had only one predictive indicator for deciding which stocks to buy or sell? What would you choose? Which of the following [...]
“It feels kind of icky and un-American, betting against a company.” --Tom Farley, NYSE Group President, June 2017. In the early 17th century, Amsterdam became the world’s first stock exchange, though only one company was traded -- the Dutch East India Company -- a shipping giant that monopolized the trading [...]
There is a rush of hedge funds entering the Cryptocurrency space. According to the New York Times, more than 100 cryptocurrency hedge funds are now in existence, with most created within the last several months. And no doubt more are on the way. Get The Timeless Reading eBook in PDF Get [...]
This article on Dan David is part of our activist shortselling study - stay tuned for more Dan David is an activist short seller and hedge fund manager who operates from the small town of Skippack, PA. That’s a world away from Hollywood, not to mention China. Get Our Activist Investing [...]
This interview with Marc Cohodes is part of our series on activist short-selling - stay tuned for more Marc Cohodes believes there is something wrong with him. “I have a genetic defect in my head. I see things that I think others don’t see,” he says. Get The Timeless Reading eBook [...]
Betting against rising stocks can be a tough way to make a living. But as we saw in part 1 of our series on activist short sellers, professional short sellers who expose fraud and other schemes at public companies very often get it right. And sometimes they get it [...]
Warren Buffett is the preeminent conservative value investor. He’s certainly not known as for his shortselling. But at Berkshire Hathaway’s 2001 shareholder meeting, he said something surprising: "You'll see way more stocks that are dramatically overvalued than dramatically undervalued. It's common for promoters to cause a stock to become valued [...]
Today’s Top Performing Activist Managers Share Traits With Benjamin Graham, the First Activist Investor Benjamin Graham is often thought of as a studious, professorial fellow who spent his days poring over documents and analyzing public companies in search of bargains. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]
Universal Display Corp (NASDAQ: OLED) shares have surged over 118% year-to-date in 2017, fueled by widespread reports that Apple’s iPhone 8 will offer a new cutting edge display based on organic light emitting diode (OLED) technology licensed and supplied by Universal Display. Television personality Jim Cramer’s vocal support has been [...]
Why would anyone want to be profiled among activist short-sellers? “You have no friends; you have no natural helpers; everyone is rooting against you; the market’s upward bias is against you; management hates you; you get sued; you get death threats and you’re happy when everyone’s sad.” This is how Marc [...]
The 13D filing marks the beginning of the activist campaign, when an activist manager goes public with plans to enrich shareholders by closing the gap between an underperforming stock and the intrinsic value of the target company. As we discussed in the previous chapter, when an individual or fund [...]
Use 13D to understand how activists operate - a look at Elliott Management and Cabelas It was just after 6:30 am on November 22, 2015 and Paul Singer, President of Elliott Management, had just lost $5 million in a matter of seconds. Nonetheless Singer was smiling. Which might be surprising given [...]
As I recounted in Part 1 of the 10 part series on equity activists, in 1926 Benjamin Graham accumulated about $130,000 worth of Northern Pipeline’s undervalued stock (about $1.7 million in today’s dollars), and set out to convince management to “do the right and obvious thing” and pay out [...]
Activist Investing: Prying Shareholders Gold From The Hands Of Management; Profiting From Activist Investors And Their Campaigns - A 10 Part Series - Part I is entitled about Benjamin Graham and Northern Pipeline. Stay tuned for part II! The year was 1926, and 32-year-old Benjamin Graham was sitting in the [...]
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