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Archive for April, 2009

Catalyst Investment Research on Consolidated-Tomoka Land Co (AMEX:CTO)

Posted in Activist Investors, Consolidated-Tomoka Land Co (AMEX:CTO), tagged , on April 9, 2009 | Leave a Comment »

Hedge Fund Solutions, which produces The Official Activist Investing Blog, recently announced the launch of a new investment research product, Catalyst Investment Research, which is “dedicated to uncovering undervalued publicly traded companies that could have the potential to generate outsized returns due to an activist investor’s involvement.” Catalyst Investment Research is a collaboration between Damien [...]

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Tang Capital Partners files proxy statement for VNDA

Posted in Activist Investors, Net Cash Stocks, Stocks, Tang Capital Partners, Vanda Pharmaceuticals Inc (NASDAQ:VNDA), tagged , , , , on April 8, 2009 | Leave a Comment »

Tang Capital Partners has filed a preliminary proxy statement for the Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) 2009 Annual Meeting of Stockholders urging stockholders to support Tang Capital Partners’ slate of two director nominees, Kevin C. Tang and Andrew D. Levin, M.D., Ph.D. We’ve been following VNDA (see our post archive here) because it’s trading below its [...]

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5 tips for the next generation of activist investors

Posted in About, Activist Investors, Eric Jackson, Ironfire Capital, Yahoo! (NASDAQ:YHOO), tagged , on April 7, 2009 | Leave a Comment »

In an article on his Breakout Performance blog, Activist Investors Sidelined by Brutal Market, Dr. Eric Jackson gives some advice to the next generation of activist investors. Jackson is the founder of Ironfire Capital, an activist fund manager that uses “Internet-based social networking tools to gather information and amplify the impact of current focus campaigns,” [...]

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Previous buyback completion rates matter

Posted in About, Catalysts, Share buy-backs, Stocks, tagged , , on April 6, 2009 | Leave a Comment »

Empirical Finance Research Blog has a review of a new paper, Repurchases, Reputation, and Returns, which finds that long-run stock returns are higher for companies announcing buybacks that had substantially completed a previous buyback. In other words, companies with a track record for following through on announced buybacks enjoy higher returns following a subsequent buyback [...]

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Tweedy Browne updates What Has Worked In Investing

Posted in About, Greenbackd, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Stocks, tagged , , on April 3, 2009 | 34 Comments »

Tweedy Browne, the deep value investment firm established in 1920, has updated its booklet, What Has Worked In Investing (.pdf). First published in 1992 and now updated for 2009, the booklet discusses over fifty academic studies of investment criteria that have produced high rates of investment return. Our interest in the booklet stems from its [...]

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ARC Wireless Solutions (NASDAQ:ARCW) 10K update; Greenbackd exits

Posted in Activist Investors, ARC Wireless Solutions (NASDAQ:ARCW), Net Cash Stocks, Stocks, tagged , , , on April 3, 2009 | Leave a Comment »

ARC Wireless Solutions (NASDAQ:ARCW) has filed its 10K for the year ended December 31, 2008. In a disappointing development, ARCW has entered into a “financial advisory engagement” with a Brean Murray Carret and Mr. Hassan Nemazee for “financial advisory and business consulting services, including restructuring services,” pursuant to which ARCW pays fees for services. Over [...]

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RACK suspends buyback and enters agreement to acquire Silicon Graphics; Greenbackd exits position

Posted in Rackable Systems Inc (NASDAQ:RACK), Stocks, tagged , , on April 2, 2009 | 3 Comments »

Rackable Systems Inc (NASDAQ:RACK) has announced that it is suspending its buyback and acquiring substantially all the assets of Silicon Graphics Inc (NASDAQ:SGIC) for “approximately $25 million in cash, subject to adjustment in certain circumstances, plus the assumption of certain liabilities associated with the acquired assets.” Without the buyback, our investment thesis is gone, so [...]

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The Deal Professor looks at the Pershing Square vs Target proxy fight

Posted in About, Activist Investors, Pershing Square Capital Management, Stocks, tagged , , on April 2, 2009 | 2 Comments »

Steven M. Davidoff, The Deal Professor, has an analysis of the proxy fight between William. A. Ackman’s Pershing Square Capital and Target Corporation (NYSE:TGT) in his NYTimes.com DealBook column, Target’s Challenge.  Pershing Square has fund dedicated to its investment in TGT, which Davidoff says controls 7.9% of the company through stock and call options. TGT [...]

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MathStar Inc (OTC:MATH) 10K update

Posted in Activist Investors, MathStar Inc (OTC:MATH), S. Muoio & Co, Salvatore Muoio, Stocks, Zachary McAdoo, tagged , , on April 1, 2009 | 4 Comments »

MathStar Inc (OTC:MATH) has filed its 10K for the year ended December 31, 2008. We’ve been following MATH since December last year (see our post archive here) when it was trading at $0.68. We initiated the position because MATH is a net cash stock with two substantial stockholders lobbying management to liquidate. The stock is [...]

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