Showing posts with label Activist. Show all posts
Showing posts with label Activist. Show all posts
Wednesday, January 27, 2016
Bill Ackman's Quarterly Pershing Square Update Contains a Glaring Error - Kid Dynamite's World
I missed this. Great callout.
Bill Ackman's Quarterly Pershing Square Update Contains a Glaring Error - Kid Dynamite's World
Bill Ackman's Quarterly Pershing Square Update Contains a Glaring Error - Kid Dynamite's World
Friday, January 22, 2016
Monday, November 09, 2015
Monday, September 14, 2015
Monday, August 10, 2015
Thursday, July 30, 2015
Facebook Earnings and Swap Hedges - Bloomberg View
Facebook Earnings and Swap Hedges - Bloomberg View:
Wall Street "short-termism" is just about who should get to make decisions with capital. If you are bad at investing�capital, investors will keep you on a short leash, and ask for their capital back if you have any to spare so they can put it to better uses. If you are great�at investing�capital, sure, buy a virtual-reality headset company, build driverless cars, shoot rockets to Mars, whatever, go nuts. Long-term corporate investment and deep basic research is possible, but you have to earn it.
Wall Street "short-termism" is just about who should get to make decisions with capital. If you are bad at investing�capital, investors will keep you on a short leash, and ask for their capital back if you have any to spare so they can put it to better uses. If you are great�at investing�capital, sure, buy a virtual-reality headset company, build driverless cars, shoot rockets to Mars, whatever, go nuts. Long-term corporate investment and deep basic research is possible, but you have to earn it.
Monday, July 20, 2015
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