We sent this via email to subscribers of our free Underrated Small-Cap Stocks newsletter last week. Want it in your inbox and timely — sign up here. As we ramp up production of our 2nd edition of Underrated Small-Cap Stocks, here’s a quick look at what the under-the-radar hedge fund from our first edition has…
Dead Companies Walking: How A Hedge Fund Manager Finds Opportunity in Unexpected Places [link] The time that Tony Fadell sold me a container of hummus [link] It’s Time for Investors to Re-Learn the Lost Art of Reading [link] If Someone Tries to Sell You, Don’t Buy It [link] The inside story of how Amazon created…
You’re Drunk Mike, Go Home. The love affair between Valeant’s Mike Pearson and Bill Ackman has gone from 60 to 0 in no time. If the CEO of a company help contribute to a multi-billion dollar paper loss for your fund, I’m sure you wouldn’t want to be friends anymore either. In any case, the…
Risk Factors For Activist Investors by The Activist Investor. Our business could be negatively affected as a result of actions of activist stockholders, and such activism could impact the trading value of our securities. Risk Factor from 2015 Form 10-K for Lululemon Athletica, inc. The company adds: Responding to actions by activist stockholders can be…
The Innovator’s Dilemma: The Revolutionary Book That Will Change the Way You Do Business Building Highways Through Cities Was a Huge Mistake-But We Can Fix It McDonald’s Beware? Chipotle Has Filed To Trademark ‘Better Burger’ Blitzscaling ‘Fintech’ Start-Up Boom Said to Threaten Bank Jobs Microsoft pushes ahead with its risky dream of conversational AI bots…
Jeff, back at it again I see. Jeff Smith and his activist hedge fund Starboard Value is back at it again. This has been the busiest of the activist hedge funds over the last year. Their newest fight is with Depomed (NASDAQ: DEPO). Starboard also recently started a battle with Marvel Tech (NASDAQ: MRVL), where…
Focused on energy industry stocks, the Dallas Texas based Brenham Capital continues to kill it. The fund was up 23% last year and was up 3.4% in the first quarter, outperforming both its major benchmarks — the S&P 500 Energy Index and the Russell 2000 Energy Index. Since inception in January 2012, the fund has…
We sent this email to free newsletter subscribers of Underrated Small-Caps last week. To get insights like this in your inbox and timely sign up here. Voss Capital, the Texas-based hedge fund that focuses on catalysts, has detailed three buyout targets in the small-cap space — all of which have been activist targets at one…
We sent this out to the free underrated small-caps newsletter subscribers last week. Want to get this on time right in your inbox — sign up here for free. Before tackling some of the new small-cap ideas, we thought we’d let you know that the premium side of Underrated Small-Caps is now a lot better….
We sent this out to the free underrated small-caps newsletter subscribers last week. Want to get this on time right in your inbox — sign up here for free. For those out there looking for Warren Buffett stocks, if you’re blindly following the “large moat, cheap valuation” mentality, you’re doing it wrong. But don’t feel…