We’re back from the Hedge Fund Activism and Shareholder Value Summit with some great new ideas. We still think it’s hard to find value in this market, but we’re revved up about a handful of positions. We’ll be rolling them out this week, so stay tuned. It’s amazing what some fresh perspectives can do. We’ll also be updating our open positions: VXGN in particular has seen some action over the last week, and is up substantially on big volume.
Back from the Hedge Fund Activism and Shareholder Value Summit
September 28, 2009 by Tobias Carlisle
Look for the amount of institutional ownership. http://econometrician.wordpress.com/2010/01/23/there-are-too-few-greedy-fat-cats-among-corporate-shareholders/
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