07-23-2015, 11:51 AM
'AD123' pid='60939' datel Wrote:
'Palm' pid='60917' datel Wrote:Well there's some more really great news
Say what you want about the man but he is an outstanding investor...
Ok he's not the super long term fundamental investor like a Capital or Wellington, but the guy is revered by hedge funds for his outstanding investment management record. This will get the attention of alot of people in the hedge fund world. BTW, he is not an activist type, but rather a opportunist and knows downside (stressed seller) and upside (recertification) when he sees it.
I'm ok with this - the question is whether his actions attract other more activist HFs. A little activism might not hurt and get mgmt to think like shareholders...