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Saturday, July 19, 2014

Nelson Peltz at Delivering Alpha

Nelson Peltz gave a talk at CNBC's delivering alpha conference. At the conference he shared his thoughts on his current activist campaign at Pepsi. Enjoy:

Carl Icahn at Delivering Alpha

Carl Icahn was a keynote at the CNBC delivering Alpha conference this week. Below is an excerpt of his talk:

Stanley Druckenmiller at CNBC's Delivering Alpha

CNBC hosted their delivering alpha conference this week and at the conference Stanley Druckenmiller gave a talk on his thoughts on the economy and IBM:

Third Point Q2 2014 Letter

Dan Loeb is out with his Q2 2014 Letter to investors. In the letter he reveals that Third Point is up 6.0% YTD vs. 7.1% for the S&P 500. He also discusses positions in Kroton Educacional SA, Fibra Uno, Argentina, and Royal DSM NV. Enjoy:

Third Point Q2 2014

Tuesday, June 17, 2014

Prescient Point Short Thesis on CBI

Prescient Point was out today with their short thesis on CBI. Quite the detailed analysis filled with salacious accusations. Enjoy:

Prescient Point - CBI - 2014.06.17

Bill Ackman on Valeant Part 3

Bill Ackman was on CNBC talking about Valeant. This is the third part of the video. In this part they discuss whether or not Pershing's move into Allergan is fair. Bill makes the analogy that the activist investor brings things to the company that allow them to benefit - his example is that they would not have bought Canadian Pacific if they had not known they were going to make Hunter Harrison the CEO. So looks like activists play by special rules.

Bill Ackman on Valeant - Video 2

Bill Ackman was on CNBC recently sharing his opinions on Valeant. In this video he continues to make the case of why Jim Chanos is wrong on his Valeant short. The interesting tidbit is apparently Jim Chanos has never been a fan of serial acquirers and was even short Danaher at one point.