The original iconic film Wall Street (1987). It was made right in the middle of a booming economy, low interest rates, big money deals and the coined phrase “Greed is Good.” Gekko went on to make the point that greed “captures the essence of the evolutionary spirit. Greed, in all of its forms; greed for life, for money, for love, knowledge has marked the upward surge of mankind.” He then compared the United States to a “malfunctioning corporation” that greed could still save. Woah! I’m not sure.
News & Press
ESS: Apple, Inc. & The Walt Disney Company
Aug 10, 2017
(NYSE: AAPL) ($835bn) & (NYSE: DIS) ($157bn) An AAPL Takeover of DIS – Possibility or Just Speculation? / The Tech Giant Requires a New Source of Revenue Growth / The House of Mouse Needs to Strengthen Its Distribution Channels / “Content Assets” the New Mantra in the Media/Tech/Telecom Space / The Edge Examines What a Combination Gains for AAPL and DIS
Why You Should Be Looking at Privatizations and Demutualizations
Jul 28, 2017
I’m English and grew up in the 1970s and ‘80s in London. It wasn’t a particularly fruitful time for anyone, including me, our family and the general economy. Unions had control of the workforce, and throughout the ‘70s the unions were in a battle with the Government. A new leader was brought in. She was anti-union and her focus was on giving the power back to the people. Her name was Margaret Thatcher. Whether you loved her or hated her, she changed Britain in so many ways.
Dumb Beta – Real Returns?
Jul 14, 2017
The polarization and distinction between Passive and Active management seems to be narrowing. The Active guys realize that they must look at some sort of tech, and the Passive guys realize that life is more than just numbers. Smart Beta is that halfway house, but isn’t that a hybrid sort of value investing? Smart Beta funds have recorded huge growth and are on course to hit $1tn in assets by the end of 2017.
Who is the Greatest Investor?
Jun 30, 2017
Really, I’ve lost count of the number of people I’ve spoken to throughout the years that don’t know who the man on the right is. Do you? Frank Sinatra? Burt Lancaster? Bernie Ecclestone, maybe? None of them, I’m afraid. Ok, here is another try. Have you ever heard of companies such as Expedia (EXPE), Lending Tree (TREE), Lionsgate (LGF) or QVC (QVCA), the home shopping network? Good! Well, the man on the right has interests in all of them. His name is John C. Malone (76) and one of the few.
Post-Bankruptcy Investment Analysis
Jun 30, 2017
At The Edge, we provide unmatched post-bankruptcy investment analysis solutions to a wide range of investors with different risk profiles. We understand that corporate bankruptcy proceedings can be complex, and that’s why we are here to convert all the information you require into easy-to-digest versions.
Activist Ideas
Jun 30, 2017
At The Edge, we are an independent research provider of Activist Ideas situations. We focus on both U.S. and non-U.S. investment opportunities pertaining to Activist Ideas investing over multiple market cycles. If you are looking for a team of reputable credit analysts that can perform bottom-up fundamental credit analysis, you are in the right place.
Merger
Jun 30, 2017
If a company you have invested in is not performing well, a merger can be good news. A merger may provide a nice way out for an investor who is strapped with an under-performing stock. What’s more, having knowledge about lesser-known benefits to shareholders can allow you to make sound investing decisions with regard to mergers. At The Edge, our industry-leading investment research capabilities can provide this information.
Insider Purchases / Buying
Jun 30, 2017
At The Edge, we provide comprehensive research and analytics for insider purchases / buying. If you are looking to get timely and insightful market intelligence that can be applied on insider buying, you are in the right place.
DiActivist Ideas
Jun 30, 2017
The Edge is an investment research company that provides stellar research and consulting solutions in the areas of diActivist Ideas and more. As a boutique research group, we also offer unbiased, comprehensive, and high quality research to help you shape and sharpen your investment processes. If you are looking to get the latest insights pertaining to diActivist Ideas investments, we can help!