Amit Chokshi of Kinnaras Capital, an independent registered investment advisor focused on deep-value, small capitalization and micro capitalization equity investing, has contributed a guest post on Imation Corp (NYSE:IMN). About Kinnaras: Kinnaras aims to deliver above average long-term results through application of a deep value investment strategy. As a result, the Firm focuses on the “throwaways” of the equity market, or [...]
Archive for November, 2011
Guest post: Imation Corp (NYSE:IMN) Worth More Sold Than Alone
Posted in Activist Investors, Net Net Stocks, Value Investment, tagged Activist investment, Amit Chokshi, Imation Corp (NYSE:IMN), Kinnaras Capital on November 30, 2011 | 4 Comments »
Icahn bids for Commercial Metals Company (NYSE:CMC)
Posted in Stocks on November 28, 2011 | 2 Comments »
Carl Icahn submitted a bid today for Commercial Metals Company (NYSE:CMC), a manufacturer and recycler of steel and metal products in the United States and internationally. Icahn submitted the bid by letter (set out below), which prompted an odd response from CMC management (also set out below). Icahn’s final response (set out last) to CMC’s press release is vintage [...]
Research In Motion Limited (USA) (NASDAQ:RIMM) activist campaign
Posted in Activist Investors, Stocks, tagged Jaguar Financial Corporation, Research In Motion Limited (USA) (NASDAQ:RIMM) on November 14, 2011 | Leave a Comment »
A small Canadian activist fund is leading a group of disgruntled shareholders in a campaign to break-up Research In Motion Limited (USA) (NASDAQ:RIMM). The activist, Jaguar Financial Corporation, says the group want a sale of the company as a whole or in parts, and the replacement of co-CEOs Mike Lazaridis and Jim Balsillie, RIMM’s two largest shareholders. They [...]
Jackson on How a “Cash-Rich Split” Could Take Yahoo! to $41/Share
Posted in Stocks, tagged Dr. Eric Jackson, Ironfire Capital, Yahoo! Inc. (NASDAQ: YHOO) on November 10, 2011 | Leave a Comment »
Eric Jackson of Ironfire Capital has a superb article at Forbes (How a “Cash-Rich Split” Could Take Yahoo! to $41/Share) setting out his “cash-rich split” analysis of Yahoo! Inc. (NASDAQ:YHOO). Here’s Jackson’s analysis: A “cash-rich split” is the ideal way that Yahoo! should deal with its Asian assets. Furthermore, Yahoo!’s advisers – Goldman Sachs (GS) — [...]
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