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We’re spending part of the next two days at the (warning: mute your computers before clicking) Value Investing Congress at the Marriott Marquis in Times Square listening to a bunch of mostly value-oriented managers talk about the secrets to their success. Among those slated to speak today are David Einhorn, Joel Greenblatt and Julian Robertson. [...]
Keeping up with what’s going on with Midas (MDS) these past few days in terms of SEC filings takes something of a scorecard. Last week, the company announced that its’ annual report — due last Thursday — would be late. And then a British investor who owns just over 8% of Midas stock filed this [...]
Earlier this week, Barrington Capital and Newcastle Partners sent this letter to Dillard’s (DDS) asking to inspect the company’s records and books, including board minutes, corporate jet records and records related to transactions with various members of the Dillard family. The letter was virtually identical to this one sent back in March. While the story [...]
Shortly before CVS Caremark (CVS) announced that it was buying Longs Drugs (LDG) for $2.9 billion on Tuesday, I spotted this story, which had Credit Suisse analyst Edward Kelly downgrading the stock because it was overvalued, in part due to merger speculation. According to the Associated Press, Kelly wrote in the research note that the [...]
So Carl Icahn just spoke at the World Business Forum and the insta-review, judging by the chatter in the ladies’ room, was that it was interesting, but contained “no content”. Still, these women said they’d be happy to have Icahn at their dinner party. Then again, this doesn’t seem like the type of crowd that [...]
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