Talking to Jeff Macke about why takeover targets $VLO, $COH, and $CF are cheap on an acquirer’s multiple basis:
Yahoo! Finance Angling for Takeover Targets
Click here to watch Yahoo! Finance’s Jeff Macke and I discuss Angling for Takeover Targets
“Here’s your book for the fall if you’re on global Wall Street,” says Bloomberg’s Tom Keene, “It’s an incredibly smart, dense, 213 pages. It’s your Autumn smart read.”
Buy Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) from Wiley Finance, Amazon, or Barnes and Noble.
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[I, and accounts I manage, own CF and VLO.]
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