Recent Posts
I think despite Credit Acceptance Corp’s incredible stock performance, it still looks interesting. Credit Acceptance Corp (“CACC”) is “non-bank lender”, essentially meaning they make loans to borrowers who are deemed …
With a sagging stock price and disappointing underlying performance, I wanted to share my thoughts with B&G foods management (particularly CEO Ken Romanzi) on how to create the most shareholder …
I’ve been studying Bill Ackman’s portfolio and strong performance so far in 2019 and it seems the hedge fund manager is getting back to his roots. Gone are the shorts …
Announced on July 9th, Blackstone will be selling up to 17.7MM shares of CorePoint. That represents ~30% of the outstanding shares of CPLG. Should investors be concerned or even follow …
To say Bayer’s acquisition of Monsanto has not gone smoothly would be a significant understatement. Since Bayer closed the deal, lawsuits regard Monsanto’s “Roundup” have started to gain traction which …