Search Results

  • Featured linkedin headquarters mountain view d3a77dde40

    Should You Be in LinkedIn?

    Published: May 02, 2016

    Today LinkedIn announced a merger deal with Microsoft in which the professional network will be acquired for $196/share cash. The transaction is expected to close at the end of this year. SumZero did a quick follow up with Selective Wealth Management PM Chris Devlin who originally pitched LNKD on...

    Read More »

  • Featured facebook keynote

    Update on $4 Facebook Short Thesis

    Published: September 06, 2012

    Facebook shares sank after BMO Capital analyst Daniel Salmon wrote that many advertisers appear to be reducing the amount of money they're spending on the website. Two out of every three advertisers contacted by Salmon divulged information that was negative for the stock, the analyst wrote.

    Read More »

  • Featured facebook keynote

    Update on $4 Facebook Short Thesis

    Published: September 06, 2012

    Facebook shares sank after BMO Capital analyst Daniel Salmon wrote that many advertisers appear to be reducing the amount of money they're spending on the website. Two out of every three advertisers contacted by Salmon divulged information that was negative for the stock, the analyst wrote.

    Read More »

  • Featured 800px yahoo 701 first avenue

    Yahoo! Is on Track to Reach $38 (Or More)

    Published: August 22, 2012

    Since Third Point first disclosed its position in September 2011, three key overhangs in Yahoo! stock– lack of strategic direction, dysfunctional Board of Directors and unsubstantiated Alibaba valuation – have been addressed, two of which were the direct result of Third Point’s involvement (the s...

    Read More »

  • Logo whitebg 400

    Exclusive with Fund Manager Chris Karlin (Aquitania Capital)

    Published: June 07, 2012

    <em>Chris Karlin</em>: The most compelling opportunities right now in my opinion are in Japan and Korea. I am finding plenty of companies in those markets with solid balance sheets, a track record of profitability and high free cash flow yields that are priced well below liquidation value. While ...

    Read More »

  • Logo whitebg 400

    Exclusive with Fund Manager Chris Karlin (Aquitania Capital)

    Published: June 07, 2012

    <em>Chris Karlin</em>: The most compelling opportunities right now in my opinion are in Japan and Korea. I am finding plenty of companies in those markets with solid balance sheets, a track record of profitability and high free cash flow yields that are priced well below liquidation value. While ...

    Read More »