My first show. I thought I did well-ish.
13D
The Case of the Mysterious Wendy's Bond Issuance
Barron’s devoted quite a bit of space to an update on the combined Wendy’s/ Arby’s merger that Nelson Peltz and his Trian investment vehicle put together last year. They didn’t manage to explain the mysterious bond offering from Wendy’s (WEN) but I will attempt to add some dimension to that story here. The big question…
Behold the Power of the 13D
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. –)* (Name of Issuer) …………………………………………………………………………………………………. (Title of Class of Securities) …………………………………………………………………………………………………. (CUSIP Number) …………………………………………………………………………………………………. (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) …………………………………………………………………………………………………. I plan to do a lot of posts…
Missing the Point on Peltz's Sale of Heinz Shares
In Barron’s writer Avi Salzman‘s recent Inside Scoop piece “Peltz Cuts Back on Ketchup Giant” there is a major missed opportunity to put the story into a broader context that is way more interesting than the article’s original premise. Writing about some recent sales of Heinz (HNZ) stock by Nelson Peltz of the Trian Companies,…
Barron's Buzz: December 28th, 2008
Quick thoughts on this week’s Barron’s… Cover story on Mark Hurd and the profitability of Hewlett Packard…Yawn. As they say on the Dealbreaker message boards, “too printery, didn’t read”. House of Cards story about credit card companies and their exposure to…to…zzzzzzz, oops, fell asleep again! Not much new in Sandra Ward’s article, but worth a…
