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 Strategies & Market Trends | Mr. Pink's Picks: selected event-driven value investments


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To: Cautious_Optimist who wrote (18613)9/1/2010 3:12:56 PM
From: Dale Baker
1 Recommendation   of 18906
 
not wild wild west lazzez faire where externalized costs are paid by ratepayers/taxpayers and resulting unmerited supranormal profits are consumed by inside stakeholders.....

The last two times the big financials were deregulated (S&L's in the 80's and repealing Glass-Steagall in the 2000's) the result was gross bubbles that cost everyone huge amounts of money to fix.

Pursuing profits at the expense of everyone else in the country is not a viable economic policy. IOW, CDO-squareds that obscure and falsify risk levels so that bankers can make huge profits are a really dumb idea.

That's already proven by recent events.

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To: Cautious_Optimist who wrote (18613)9/1/2010 8:43:23 PM
From: Mad2
   of 18906
 
I think Loeb is timely and insightful in his thinking. I'm from Illinois and last evening I heard our senior Senator Durban lashing out at for profit educational institutions. An example he cited was a woman who got some degree in law enforcement from Westwood College, incurred $87,000 in debit only to find out afterwords that the degree wouldn't help her get a job in law enforcement (I guess I'm supposed to think Westwood stole 87,000 from this unsupecting woman...and Durban is going to prevent that from happening.......Hmmmmm who spends 87 grand without understanding what they are getting......how is govt going to prevent people from doing stupid things?)
There were a number of other points made during this segment, however it was clear Durban is taking a page from Huey Long's populist approach to business vs. the "little guy".
My view is when politician's sense discontent on the part of the electorate they will create an enemy because it creates the alluson that they (the politician) is needed and doing something of value.
I think this is Loeb's point about "unpredictable govt regulation"........think in terms of a wounded or cornered animal. mad2

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From: Travis_Bickle9/22/2010 2:51:53 PM
   of 18906
 
Wall Street 2 character inspired by a certain "Dan Loeb"

thedailybeast.com 

Anybody ever heard of the guy?

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To: Travis_Bickle who wrote (18616)11/7/2010 1:41:29 PM
From: Mad2
   of 18906
 
Very smart dude!

Below is from Market Folly's October 11th hedge fund update.....only guys coming close are gold and commodity focused (Paulson at 22% YTD and Fink at 25% YTD)

mad2


Dan Loeb's Third Point: Their offshore fund was up 3.9% in September and is now up 19.1% for thus far in 2010. Their Partners fund is up 22.2%, their Ultra fund is up 19.9%, and their Qualified fund is up 18.1%. Loeb recently disclosed new positions in gold bullion and Potash (POT).
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Overall, long/short funds were up around 5.4% for September and up 5.3% year-to-date. Merger arbitrage funds in general were up 1.96% last month and now 7.64% for the year. Lastly, event-driven hedge funds are up 8.89% for 2010 after a positive 4.65% in September. Interestingly enough, global macro funds have lagged other strategies, up 0.45% last month and only up 2.26% year-to-date.

Read more: marketfolly.com 


marketfolly.com 
marketfolly.com 

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From: bull_dozer12/22/2010 7:45:27 PM
1 Recommendation   of 18906
 
The Sexiest Hedge Fund Managers Alive

businessinsider.com 

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From: Kevin Podsiadlik4/26/2011 10:43:12 AM
   of 18906
 
Oh Lord He is... having some buyer's remorse:

"I am sure, if we are really nice and stay quiet, everything will be alright and the president will become more centrist and that all his tough talk is just words," Mr. Loeb wrote in an email about four months ago expressing frustration with the president's posture toward Wall Street. "I mean, he really loves us and when he beats us, he doesn't mean it."

online.wsj.com 

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From: Cautious_Optimist7/21/2011 9:39:12 PM
   of 18906
 
Oh The Humanity! Mr. Pink goes to Washington

motherjones.com 

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From: bull_dozer9/8/2011 3:13:34 PM
   of 18906
 
Dan Loeb Discloses 5.1% Stake In Yahoo, Sends Letter To BOD Demanding Complete Company Overhaul

The Yahoo drama just got more exciting with the inclusion of Mr. Pink, who just announced he owns 5.1% of YHOO shares, and has submitted a letter in which Third Point "details our principled demands for sweeping changes in both the Board of Directors (the “Board”) and Company leadership, and outlines the hidden value of Yahoo, which has been severely damaged – but not irreparably – by poor management and governance." Read on to see what has the famous activist pissed this time around. Oh, and Dan, good luck saving this sinking titanic: your buddy David Einhorn got out just in time... Or did you just end up buying your friend's shares?

zerohedge.com 

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To: bull_dozer who wrote (18621)9/8/2011 4:29:23 PM
From: Cautious_Optimist
   of 18906
 
Yahoo! should rule its universe.

Something went wrong. Very wrong. The wolves came along and ate the dogs that had whooped the cats and ate the salmon..

The highway is littered with dog carcasses, but Yahoo! somehow, remains very much in the long race, and they can make up ground...

The web universe is always evolving and the next wave is around-the-corner. Mr._Pink is buying low.

Yahoo! would still be a logical aquisition for certain relatively high barriers-to-entry synergies needed by others to fend off or beat Google.

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To: Mr. Pink who wrote (18397)9/9/2011 6:22:48 PM
From: 2MAR$
   of 18906
 
How goes it DL ? You must have made a fortune thru out all this, and living well .

Who was buying it in May/June ignoring the data & bad news as the market kited up .

Tepper has nothing on you man , wonder what plays other there are in the emerging markets ?
seekingalpha.com 

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