Jeff Ubben At Chicago CFA Society – Bearish Like Druckenmiller; Likes Netflix; Defends Valeant

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ValueAct Jeff Ubeen

Jeff Ubben spoke today At Chicago CFA Society –  Below are very brief notes from Evan McDaniel of Hedge Accordingly who attended the event for ValueWalk – also stay tuned we are getting his presentation slides. Finally, check out our scoop on ValueAct and AXP As American Express Disappoints, Tensions Among …  Valeant Pharmaceuticals Intl Inc (VRX) & Jebb Ubben ValueAct Capital Hit By Valeant, Rolls-Royce, Has Jeff Ubben – CFA “shape the future of investing” He now feels like a bearish Druckenmiller following the expansion of leverage and cheap rates… shareholder activism came into power in the mid 90’s…

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