Jeffrey Stacey: M&A Arbitrage Process And Returns
M&A Arbitrage Process And Returns – Jeffrey Stacey
M&A Arbitrage Process And Returns – Jeffrey Stacey
The following is a letter from Whitney Tilson to hedge fund investors, which ValueWalk received via email. Courtesy of Kase Capital Dear Partner, I hope you’ve had a wonderful holiday season and... Read More
Tweedy Browne Fund commentary for the fourth quarter ended December 31, 2015. The Tweedy Browne Funds produced modestly positive returns in the 4th quarter of 2015, capping off what was... Read More
Implied Distributions From GBPUSD Risk-Reversals And Implication For Brexit Scenarios Iain Clark Efficient Frontier Consulting Ltd Saeed Amen Thalesians Ltd June 13, 2016 Abstract: Much of the debate around a potential British exit... Read More
When an activist investor comes knocking on a corporate door, the well-informed CEO should listen early and often but the key to success could come before the activist even... Read More
This is part two of a three-part interview with Christopher Pavese, value investor and the Chief Investment Officer of Broyhill Asset Management. The interview is part of ValueWalk’s Value... Read More
Michael Mauboussin is considered an expert in the field of behavioral finance and has some famous books on the topic including, Think Twice: Harnessing the Power of Counterintuition and More More... Read More
Here’s a great excerpt from Michael Mauboussin’s book – Think Twice: Harnessing the Power of Counterintuition, in which Mauboussin is discussing what he calls the expert squeeze, and when... Read More
The Principal–Agent Problem in Finance via CFA Sunit N. Shah Strategist Pine River Capital Management The relationship between a principal and the agent who acts on the princi-pal’s behalf contains the potential for... Read More
In his book – The Little Book of Behavioral Investing, James Montier wrote a great passage on how investors can identify and protect themselves from becoming victims of Wall... Read More
Bill Nygren of Oakmark is out with his Q2 shareholder letter to investors. You can see the letter from Oakmark's David Herro here. Bill Nygren discusses the Fed and... Read More
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