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June 27, 2018

We continue our blog series: Market Musings, Volume 2, Edition 20, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Investors Who Forget History..."

In these somewhat frothy days (from a market valu...

June 23, 2018

We continue our blog series: Market Musings, Volume 2, Edition 19, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Start of Summer Activist Plays".

1. ICON Activist - recently we have witnessed som...

June 10, 2018

We continue our blog series: Market Musings, Volume 2, Edition 18, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Ackman's Back; Time to Back Ackman".

When celebrity hedge fund manager Bill Ackman...

June 6, 2018

We continue our blog series: Market Musings, Volume 2, Edition 17, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Value in Supervalu? Blackwells' SVU Activist Campaign".

A new activist has emerged...

June 4, 2018

We continue our blog series: Market Musings, Volume 2, Edition 16, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Shots Fired At David Einhorn".

Back on April 23, 2018, David Einhorn gave a presen...

June 2, 2018

We continue our blog series: Market Musings, Volume 2, Edition 15, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Market Musings of the Day for June 2nd".

Back after a bit of a hiatus, we resume o...

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