Posts tagged ‘DAN LOEB’

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Is Activism Good or Bad?

It all depends on your investment time horizon . . .

Statistically, hedge fund activism was off the charts in 2013.  It was the top-performing hedge fund strategy by far and its practitioners won more proxy contests, attracted more capital and targeted bigger fish than ever before.

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Short-Swing Profiteers

Billionaire hedge funders play poker over an activist target

At an investor conference last December, hedge fund activist Bill Ackman spent 3½ hours explaining why Herbalife, the 33-year-old direct marketer of nutritional supplements, was nothing more than a Ponzi scheme whose stock was worthless.

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The First Ten Days of an Activist Campaign

Should the current reporting window for 5% equity stakes be closed?

Whenever a hedge fund activist like Bill Ackman, David Einhorn or Dan Loeb picks a company to attack, he quietly amasses 5% of the target’s stock and isn’t required to notify management or the marketplace of his substantial stake or mutinous intentions for 10 days.