Value Investing Doordash and Pizza Arbitrage |
- Doordash and Pizza Arbitrage
- Will there be CEOs and CFOs willing to get fired over keeping cash on hand after COVID?
- Blue Apron Continues to Deliver Stale Performance
- Full Transcript: Fed Chair Jerome Powell's 60 Minutes interview on economic recovery from the coronavirus pandemic
- Investing In Chapter 11 Stocks
- SoftBank’s End of Year Presentation
- ICANN rejects .org domain sale to private equity firm Ethos Capital
| Posted: 17 May 2020 10:59 PM PDT |
| Will there be CEOs and CFOs willing to get fired over keeping cash on hand after COVID? Posted: 17 May 2020 05:16 PM PDT There have been lots of stories like this. Twitter's Dorsey had to concede and give money back via buybacks after Elliot stormed in threatening to remove him. Now not every company is Twitter and not every CEO/CFO seat is worth fighting for. There could be a huge reputational gain for the CEO/CFO quitting and then a recession hit and they can pull the minutes from the board meeting to show the world that they predicted it They might get a new shiny CEO job at one of the fallen angels once the bailouts are done with....or even run for office based on a program to balance the budget. [link] [comments]  |
| Blue Apron Continues to Deliver Stale Performance Posted: 18 May 2020 05:23 AM PDT |
| Posted: 17 May 2020 10:04 PM PDT |
| Investing In Chapter 11 Stocks Posted: 17 May 2020 08:43 AM PDT |
| SoftBank’s End of Year Presentation Posted: 18 May 2020 05:50 AM PDT |
| ICANN rejects .org domain sale to private equity firm Ethos Capital Posted: 17 May 2020 02:01 PM PDT The private equity firm Ethos Capital originally proposed an acquisition of the .org web domain for $1.135 billion in November of 2019. The proposal has since been taken down, but you can still view an archived version here. This would have been a first of its kind transaction in what was to be the sale of a purportedly publicly owned domain to a private enterprise. I can't say exactly what Ethos Capital would have done with the domain once acquired, but I can imagine quite a number ways that they could have monetized things, none of which that would have likely been healthy or pleasant for the greater internet ecosystem unfortunately. Ethos Capital failed in taking over the .org domain after receiving major public backlash, but now that the idea has been let out, I wouldn't be surprised if we continue to see other activist / PE firms re-attempt similar acquisitions going into the future. [link] [comments]  |
| You are subscribed to email updates from Value Investing. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment