Activist investing has been one of the pillars of the six year bull market. And no target has been too big. Apple felt the pressure from Carl Icahn and returned more cash, Nelson Peltz pressured …
Continue readingBID
The first rule for investing during our five year long economic recovery from the financial crisis has been “Don’t Fight the Fed”. As crisis policy turned into monetary policy, there has been much debate about the effectiveness …
Continue readingMorningWord 11/11/13: While I have no experience as an Activist investor, I suspect that its is very much an art rather than a science. Some of the most successful activists are nothing short of very …
Continue reading