Activist Investor
Activist Investor Articles
This week we highlighted some of the big whale watching portfolio changes. Yep, the stock holdings from the likes of Warren Buffett at Berkshire Hathaway Inc. (NYSE: BRK-A), and other great...
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When you hear about shares of Facebook, Twitter, Groupon, LinkedIn, Zynga, Pandora, Yelp, and others selling on so-called “private company markets,” the frenzy of getting to invest into...
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We have already seen (some) of the position changes of Warren Buffett, but the old guy wouldn’t share many ‘confidential positions’ so we are whale watching in other ponds. We wanted to take...
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Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) is out with its new portfolio holdings as of March 31, 2011. These have been broken down into two separate groups of ‘A to L’ and ‘M to Z’ so it...
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Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of March 31, 2011 for the Q2-2011 holdings. These public stock...
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Inflation hurts most investors and it really hurts most on fixed budgets. It can absolutely annihilate retirees and those who are just about to retire. Another consideration is that as investors...
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Iron Mountain Incorporated (NYSE: IRM) is further capitulating to Elliott Management in an activist move. Its CEO left under pressure last week and the restructuring addresses what Elliott had...
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If you are like the rest of who are upset about some ‘minor market issues’ like Bernie Madoff, Raj, Octopussy, and the dozens of other extreme violations of securities laws, then you are probably...
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It is April Fools’ Day but we are not going to propagate any hoaxes. What we do want to revisit is some of the great frauds which have originated outside of public companies and managed to harm...
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It was rather surprising when we saw that Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A, BRK-B) had suddenly sold all of the Iron Mountain Inc. (NYSE: IRM) holdings back in mid-November. ...
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When Dynegy Inc. (NYSE: DYN) reported earnings, or rather, losses, yesterday, the company also included the dreaded “going concern” statement telling investors that unless the company could...
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Everyone loves to see Warren Buffett’s portfolio changes, but in some cases it is more important what other gurus are doing with their assets under management. George Soros and John Paulson are...
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Bulls don’t really like it when Everyone is bullish. It all boils down to the herd mentality and looking for key contrarian indicators. If this holds true, then the bulls better be worried...
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Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) is out with the new portfolio holdings as of December 31, 2010, so these are his new 2011 investments. There were many changes in the prior groups due...
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Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on December 31, 2010 and the changes were extreme due to a unit portfolio manager...
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