Stuff I’m Reading this Morning… The SEC hedge fund probe is going deeper. (DealBook) Classic Crudele: What Bernanke should answer for in his hearing today. (NYP) I’m making this one the post of the day: Carl Icahn talks activist investing with Robert Shiller‘s financial markets class at Yale. (Greenbackd) Get yourself up to speed and…
Activist Investing
Hot Links: Charlie, AOL, J Crew, MLB, Schumer & Biden
Hot Links for Weekend Reading Let’s start off with The Daily Beast’s Charlie Gasparino‘s take on the BofA/ Ken Lewis/ John Thain showdown. Thain went off on his former boss but Charlie stayed neutral: “Watching these guys go at it is kind of like watching old World War II footage of battles between Germans and…
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…
Golden Age for Activist Investors? 'Bout Time!
“A lot of people die fighting tyranny. The least I can do is vote against it.” – Activist Carl Icahn, Texaco Annual Shareholder Meeting 1998 Could 2009 be a Golden Age for Activist Investors? Ken Squire wrote a pretty convincing case in Barron’s this week and I can only say that it’s about time. His…
