Lauren Taylor Wolfe of Impactive Capital, an impact-oriented activist investing firm, presented her thesis for HD Supply at the Invest for Kids conference late last week. Wolfe is one of the very few women who work in activist investing. Q3 2020 hedge fund letters, conferences and more Focus on quality HD Supply is one of Impactive’s biggest positions. The fund added to it in March and April and now owns a little over 1 million shares. Wolfe also sits on the company’s board of directors. Wolfe said one of the key criteria for her fund is quality. Impactive Capital looks...
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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.
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* US: Dow: 13008.50 (-0.23%), S&P 500: 1369.58 (0.04%), NASDAQ: 2957.76... Read More
A recent report from Credit Suisse Asia looks at valuations specifically PB and PE Ratio Emerging Markets based on both current and five year averages. Unfortunately the report does... Read More
The non-partisan Congressional Budget Office (CBO) warned Wednesday, that unless bickering politicians get their act together, nearly $500 billion in spending cuts and tax hikes would kick in from... Read More
Investing, when it looks the easiest, is at its hardest. When just about everyone heavily invested is doing well, it is hard for others to resist jumping in. But... Read More
In his subtle yet detached method of making sense of the world, Michael Lewis has often eschewed the idea that his financially-focused books can make a positive difference in... Read More
US IPO activities during the first quarter were quite dismal and while activity did pick up during the second quarter, overall IPO activity is down during the first half... Read More
Aemetis: Solvency Concerns And An Upcoming Equity Offering by Richard Pearson, Seeking Alpha
New campaign announcement:
Company: Aemetis, Inc.
Short-seller: Richard Pearson
Announcement date: 08-11-2014
Summary: On 8-11-2014, Richard Pearson said Aemetis was deeply... Read More
I always thought it was interesting how knowledgeable Senator Corker sounded about shorting stock in his CNBC interview weeks ago when he told U.S. investors to “short Fannie Mae”.
On... Read More
Wells Fargo & Co (NYSE:WFC) has reported fourth quarter earnings slighter higher than expectations, with EPS hitting $1.00 for the quarter, above the consensus $0.98 EPS, and an increase both... Read More
SAC Capital Advisors may consider reducing staff, closing offices and downsizing trading operations, as outside investors pull the bulk of their money amid an ongoing insider trading probe.
Svea Herbst-Bayliss... Read More
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