Monthly Archives: December 2013

Crocs Trade Crocked – A Week Late, Several Dollars Short

Crocs announces Blackstone deal and CROX rallies about a week after our options expire, and we take it personally. It has been a while since I’ve given an update on the Underdisclosed.com Fund, the little fund that could. Since inception in February, … Continue reading

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Volcker Rule’s Victims – Zions To Reclassify, Divest CDO Portfolio

Volcker Rule, an ill-advised part of ill-advised “comprehensive reform” statute, is wielded like a blunt instrument. Dodd and Frank continue reign of terror after leaving Congress. Zions Bancorporation announced that it believes that almost all of its CDO portfolio will be … Continue reading

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Emulex Workforce Reduction to Ax 10% In Restructuring Plan

There’s a lot of end-of-year activity at Emulex as it announces plans to ax 10% of its employees in a workforce reduction and tries to find its way back to financial and shareholder relations health. Earlier this week, Emulex announced … Continue reading

Posted in Activist Investor, Business Strategy, Earnings Release, Elliott Associates, Executive Changes, Hedge Funds, Private Placement, Shareholder Rights, Starboard Value | Tagged , , , , , , , , , , , , , , , | Leave a comment

Big IPO News As We Head Into 2014

Strong IPO activity as we head out of 2013 (it works both ways). In the last two days, there have been three big IPO happenings.  Let’s take a brief look: Hilton Worldwide The most high profile of the recent IPOs … Continue reading

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Its Been Busy Since Thanksgiving . . .

hence, the shortage of posts lately.  We will be picking it up today (we hope!).

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