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.
MSG’s History of Value-Creating Splits Bodes Well
Madison Square Garden Co.’s combined financials are likely to take a near-term hit due to the ban on large public gatherings and the suspension of the NBA season, but its history of value-creating splits bodes well for the coming spin off of its entertainment business from its sports team franchise over the longer-term, analysts said. The split — its fourth in a decade — will create Madison Square Garden Entertainment Corp., retaining the Garden as well as the Las Vegas Sphere. The leftover.
Keep Your Cool And Think Like Warren Buffett In The Covid-19 Crisis
The coronavirus pandemic is already being predicted to be responsible for 20 million US job losses and, with trillions wiped off global stocks resulting in more than 35 percent market declines, it is getting hard to stay positive. But remember: everything comes in cycles, and when things get tough and the beacons of hope seem few and far between, there are always a few great leaders out there we can trust, and they don’t get much better than Warren Buffett.
Donation Wave Transforms UK Food Delivery Business
Mar 30, 2020
The coronavirus outbreak has sadly led to the closure of many companies across the nation, leaving lots of small business owners fearing for their livelihood. This was the case for 40-year-old Neil Bharadwa, owner of the Cambridge Fruit Company.