Jim Osman, the founder of The Edge, sees juicy opportunities arising from the coronavirus-induced market plunge. In an exclusive interview with Business Insider, Osman relayed three stock picks that have “at least 50% upside from where they are.” He says “any good investor won’t keep pushing the same old narrative.”
Hungry Activists Should Take A Bite Out Of The Cheesecake Factory
Mar 11, 2020
Forget the Corona-crash – any activist who devours a large portion of America’s adored dining colossus The Cheesecake Factory (NASDAQ: CAKE) is in for a sweet potential payday. The Cheesecake Factory was incorporated in 1992 and went public in September 1993, with a listing of $3. Now trading at $30 (even after the damage to the industry wrought by Covid-19), it’s not done too badly.
Jim Osman Gives His Views on Catalyst Investing to Business Insider
Jan 30, 2020
Jim Osman, the founder of The Edge Group, thinks about investing differently than most. He’s a pure-blooded contrarian.
Jim Osman’s Outlook on Special Situations Investing With ValueWalk
Jan 19, 2020
The Edge CEO Jim Osman was recently interviewed by ValueWalk’s Raul Panganiban on his outlook on Special Situations Investing. In addition to his views on the markets and how special situations are value creators, Jim also provides excerpts from his forthcoming book on investing in the space. Take a listen on the link below to hear how investors can benefit from looking for ideas in the space.
The Acquisition of WhiteSand Research LLC Offers Greater Intelligence to Edge Clients
Jan 16, 2020
Value investing is dead and The Edge Group is predicting the Catalyst Space as the new trend for 2020. The Edge Group LLC, the global leader in Catalyst, Special Situations and Spinoff research, has acquired substantially all of the assets of WhiteSand Research LLC, offering money managers even greater access to unique market intelligence in the niche Catalyst, Special Situations and Spinoff space.
Could Amazon Buy eBay in a 2020 Cash Deal?
Dec 31, 2019
Amazon is in a prime position to make a bid for eBay in 2020 (and can afford to do so in cash) after a decade which saw the departure of two CEO’s forced out by activist giants. According to analysis of potential synergies from The Edge, eBay has had more than its fair share of outsider intervention since it bought PayPal in August 2002 for $1.5 billion.
Could There Be A Retail Nightmare Before Christmas?
Dec 17, 2019
There’s a potential stock crisis brewing that could offer up a nightmare before Christmas, despite historic US spending records on Black Friday and Cyber Monday. That’s according to The Edge after their analysis of retail sales over Black Friday and Cyber Monday confirmed the polarization of high-end and low-end retailers. All eyes will be on the major retail stocks as investors tentatively creep toward Christmas Eve trading following last year’s crash.
Investors Lament Anti-Spinoff Sentiment Spurred by 2019’s Flops
Nov 22, 2019
The poor performance of recent spinoffs is creating an overly negative sentiment around any such deals, fund managers say.
Amid GE Pension Crisis, Welch & Immelt Should Pay Back Their $600 Million Golden Handshake
Nov 19, 2019
Both former CEO’s of General Electric Co. (NYSE: GE) should pay back their combined half-a-billion severance packages to restore their reputations. Jack Welsh was awarded $417 million dollars when he parachuted out of the company in 2001 and Jeff Immelt should do the same with the $211 million he took in 2017.
Furious John McAfee Slams Facebook’s Libra As An “Abomination”
Nov 5, 2019
Controversial fugitive John McAfee has launched an astonishing attack on Facebook’s planned cryptocurrency Libra by blasting it as an “abomination,” and he says it will give CEO Mark Zuckerberg never-before-seen domination over its users.