Activist Investor

Activist Investor Articles

American Capital, Ltd. (NASDAQ: ACAS) had a big trading day, despite the news being perhaps a bit muted due to Friday’s SEC fraud charges filed against Goldman Sachs Group Inc. (NYSE: GS).  We...
We aren’t going to bother telling you the news on Goldman Sachs being charged by the SEC with fraud over mortgage products.  The notion that hedge fund Paulson & Co. is being implicated and...
Denny’s Corp. (NASDAQ: DENN) is under fire from an activist investor group.  A filing with the SEC this morning from a group of shareholders including Oak Street, Lyrical, DASH Acquisitions,...
Everyone likes to see the Warren Buffett stock holdings, particularly when there are changes.  He has a different timeframe than most investors for Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A)...
This weekend’s roster of the Unusual Suspects has far fewer earnings previews due to the notion that earnings season is over and we are already getting ready for another earnings season.  But...
This week is a jam-packed list full of the Unusual Suspects.  We have many earnings reports, enough that we had to screen out some, and we have many issues to watch for news, charts, and coming...
Warren Buffett’s new annual letter to shareholders is out.  This is a far different read than a year ago.  Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) said its annual shareholder value rose by...
Nortel Networks Corp. (NRTLQ) is just about wound down in its bankruptcy.  The company’s operations have effectively all been sold off, at extreme discounts.  In this bankruptcy there is one last...
We already gave a full run-down position by position in the Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) holdings as of December 31, 2009.  What is interesting is that this round of 13F holdings had...
This is the list of Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) public equity holdings as of December 31, 2009…. so these are his positions going into 2010.  We have broken these into 3 groups...
Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has just filed its year-end holdings for 2009, so these are Warren Buffett’s most recent holdings going into 2010.  We have already...
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its holdings as of the close of business for December 31, 2009, so that being said these are Warren Buffett’s most recent holdings going into...
A war is beginning to take place over Barnes & Noble, Inc. (NYSE: BKS).  Ron Burkle, a well-known activist investor who heads various activist investor funds under the name Yucaipa, is trying to...
When was the last time that Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) was one  of the more unusual volume movers?  It is today, and you’d have to ask yourself when the last time a split...
It seems that every investor cares about initial public offerings.  And everyone still seems to care about what T. Boone Pickens thinks about the price of oil and what his views are on fixing the US...