Covid-19 has spelled doom for countless companies, but some industries have already risen from the ashes and are ready to rocket in the post-pandemic world – and e-sports seem to be playing the victor.
As Video Dating Soars, Diller’s Match Spinoff Can Make Investors A Killing
They may be separating, but Match Group is not divorcing from genius value creator Barry Diller’s IAC, because this “conscious uncoupling” will allow both companies to live happily ever after — just as the rise of video dating takes the world by storm. Covid-19 has sparked a new trend for those looking for love.
Three Ways To Detect Underperforming CEOs Who Can Spoil Your Portfolio
President Truman had a desk sign that read “The Buck Stops Here” and when he left office 67 years ago, he told his successor Eisenhower, “The President has to decide. He can’t pass the buck to anybody.”
BMW Should Spin Off Rolls-Royce To Take On Tesla
Jun 5, 2020
BMW’s CEO Oliver Zipse should be very afraid when Tesla’s Gigafactory Berlin-Brandenburg opens in July 2021.
Who Is The King Of The Activists?
Value creation is hard to come by, especially during ‘The Great Pause of 2020’ thanks to Covid-19. But what if your average investor knew how to tap into the brains of the most prolific and successful financial geniuses alive today?
Madison Square Garden Spun Off Its Sport And Entertainment Businesses; Here’s Why Both Stocks Are Undervalued, Investors Say
Featured on Forbes – Article by Sergei Klebnikov: “With Madison Square Garden successfully completing the separation of its sports and entertainment businesses last month, the spinoff created two separate stocks that are both currently undervalued, according to market experts.
Sachem Named ‘King of the Activists’ in New Study on Performance
Apr 29, 2020
When Sachem Head Capital Management enters a new position, the stock normally doubles in two years. That was the largest return among 10 major activist investors, The Edge Consulting Group, a special situations research firm, told clients this week.
Trump’s 5G China Security Deadline Will Force Nokia M&A
Apr 24, 2020
US President Donald Trump’s fury with China’s 5G security trickery will be laid bare in September after a deadline contained in the Secure 5G and Beyond Act of 2020 expires. By September 20, a big reveal of US security threats and vulnerabilities will be exposed as China continues to dominate the global 5G landscape.
MSG Entertainment Trading at ‘Huge’ Discount, The Edge Says
Apr 21, 2020
Investors should buy shares of the newly spun-off Madison Square Garden Entertainment, which is currently trading at “a huge 60% discount to its net asset-based valuation,” according to The Edge Consulting Group.
Gilead’s Coronavirus Wonder-Drug Remdesivir Is Masking A Board Contagion
Apr 17, 2020
When Gilead Sciences, Inc.’s CEO Daniel O’Day pushed the button on his March 28 open letter stating the firm’s new wonder-drug (the antiviral Remdesivir) could work against COVID-19, he had every hope the company’s share price would soar – and he was right. The fact that Gilead donated around 140,000 treatment courses to expedite its possible emergence into America’s emergency response offered a much needed boost, and the company is now going full-steam ahead with the experimental drug’s.