Dan Loeb’s Mickey Mouse Activism At Disney
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb’s Mickey Mouse Activism Disney. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Dan Loeb’s Mickey Mouse Activism Disney Tobias: All right, let’s talk a little bit about Disney. Dan Loeb, fearsome activist, […]
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Choice Equities Fund 3Q20 Commentary
Choice Equities Fund commentary for the third quarter ended September 2020, highlighting multiple multi-baggers from each of their themes of Digital Advertising Beneficiaries and Small Cap Value Stocks. Q3 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report a second consecutive quarter of […]
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Starboard Value Increases Its Stake In ACI Worldwide
Starboard Value has increased its stake in software company ACI Worldwide above the 13D reporting threshold for the first time, making it potentially the third company the activist has targeted this month, after CEO Jeff Smith took on Corteva and ON Semiconductor at a recent conference. Starboard had previously disclosed a 1.8% stake as part […]
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Biden / Trump Prediction: Polls Tighten Donald Headed To Stunning Victory?
The election is only a week away, and Joe Biden / Donald Trump predictions are changing almost daily. For weeks, it looked like Biden would take the presidency away from Trump, but things are starting to change now as more and more polls show Trump with a slim lead over Biden. Q3 2020 hedge fund […]
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Did Snap replace Facebook as the highest paying company?
Did Snap replace Facebook as the highest paying company now? 56% of tech professionals think so. Q3 2020 hedge fund letters, conferences and more Last week, Snap’s strong third-quarter earnings sent its stock price up as much as 37%, lifting its market capitalization as high as $57 billion. Has Snap Replaced Facebook As The Highest […]
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Gold Is Likely To Win This Election
Trump and Biden debated for the second and last time in this campaign. So, who will win this election, and why gold is likely to be the biggest winner of them all? Q3 2020 hedge fund letters, conferences and more President Donald Trump and Democratic challenger Joe Biden met for the second and the last […]
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Divergent Impacts of the Proposed 13F Rule Change: Who Ultimately Wins?
The hedge fund industry, not exactly known for its transparency, appears as though it may soon become a bit more tight-lipped. On July 10, 2020, the SEC proposed raising the minimum filing requirement of Form 13F for the first time in 40 years from $100 million to $3.5 billion. Though the dollar increase appears significant, […]
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Tesla’s Full Self-Driving Beta Test: Is A Scary Experiment No Other Drivers Have Consented To
The public is taking unreasonable risks with Tesla’s full self-driving beta test. And these risks could potentially be deadly. For those who don’t know, the full self-driving beta test is a rollout of software which allows select users the use of autopilot on non-highway streets. Q3 2020 hedge fund letters, conferences and more FSD beta […]
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Which E-Commerce Stock Will Grow The Most By 2025
Every week, Benzinga conducts a sentiment survey to find out what traders are most excited about, interested in or thinking about as they manage and build their personal portfolios via stocks, options and forex trading. This week we posed the following question to over 500 investors and traders: Over the next five years, which e-commerce […]
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