Investment idea generation.


Our thoughts.

Hedge Fund Linkfest: Hard Out Here

  • 100 Baggers: Stocks That Return 100-to-1 and How To Find Them [link]

  • A Closer Look at Live Nation’s Acquisition Strategy [link]

  • Activist funds can be 'conduits' for positive change: Trian CIO [link]

  • Morgan Stanley Chases Millionaires With a Free Platinum AmEx [link]

  • No Respite for Yahoo, Battling on 2 Fronts [link]

  • Ackman Said to Address Valeant Workers Side-by-Side With Pearson [link]

  • DaVita HealthCare Partners ("DVA") [3/18/2016] - Slide Deck [link]

  • Deep thoughts on Visa and Mastercard [link]

  • Excellent timeline of the Allergan/Valeant takeover battle h/t @pmarca [link]

  • ValueAct’s Not-So-Invisible Role in Valeant’s Business and Pay Model [link]

  • Today, Wed. only, get our quarterly activist newsletter for 70% off at $49 a quarter [link]

ThoughtsBWIBill Ackman