Activist Investor

Activist Investor Articles

Jon OggEarnings season is almost upon us for the first quarter of 2012.  There is some growing caution over company expectations on the heels of a massive rally where the DJIA rose 8.1% and the...
T. Boone Pickens is no stranger when it comes to high oil price predictions.  He used to say “$80 before I am 80” and that turned out to be correct and then some as the oil and energy bubble...
Premier Exhibitions, Inc. (NASDAQ: PRXI) is far from a typical public company and it has been featured by us as one of America’s most unusual public companies before.  The company is a presenter...
The Securities and Exchange Commission is highlighting something which may be a concern for the popular mutual fund themes called Target Date Retirement Funds.  For the billions and billions of...
There is a good reality check today for anyone considering whether or not they should be committing capital to invest in Diamond Foods, Inc. (NASDAQ: DMND).  The nuts and snacks company is...
Sirius XMSIRIUS XM Radio Inc. (NASDAQ: SIRI) shares have been creeping higher in the last couple of days on hope that Liberty Media Corporation (NASDAQ: LMCA) will take the satellite radio giant...
The activist investor attack against Yahoo! Inc. (NASDAQ: YHOO) to better unlock its value is heating up.   Dan Loeb, Harry Wilson, Michael Wolf, and Jeff Zucker have launched the website...
Jon OggMarc Faber, who is the publisher of the Gloom, Boom and Doom Report, gave an interview on Bloomberg Television this Monday showing some real caution that is mixed with some optimism.  Faber...
It is far from a secret that Research-in-Motion Ltd. (NASDAQ: RIMM) is in trouble.  It is a classic value trap rather than a value stock.  I recently  had an interesting conversation with a trader...
By now, most investors know that the large hedge funds are run by billionaires rather than millionaires. What many investors might not know is that some hedge funds are reaching the size of large...
Berkshire Hathaway Inc. (NYSE: BRK.B) (NYSE: BRK.B) is very widely followed due to the great performance through time and due to the following of the great Warren Buffett.  It has been an amazing...
Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK.A) have invested in banks on and off, and the public filings show that Berkshire is a larger and larger stake holder in Wells Fargo & Co....
The annual letter for Berkshire Hathaway Inc. (NYSE: BRK-A) is out and the discussion immediately jumps in about who will succeed Warren Buffett, book value, buybacks, and the portfolio.  Berkshire...
Caesars Entertainment Corporation (NASDAQ: CZR) is beyond weird when it comes to initial public offerings.  This was one of our TOP 17 IPOS TO WATCH IN 2012.  We also make no secret of the belief...
Private equity firms are bad and evil because they fire workers to juice profits for billionaires who get to pay low tax rates!  Is that the right logic?  What if you found out that private equity...