Category Archives: Uncategorized

Dick’s Sporting Goods May Be A Private Equity Target

There has been some commentary that Dick’s Sporting Goods may be a good candidate for PE firms and is contemplating an LBO. According to the article, at a premium, Dick’s could be valued at just under $8 billion. Looking at … Continue reading

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

Wall Street Journal: Activist Funds Gearing Up For A Big 2015

Activist investors to continue providing employment support to analysts. WSJ reports that activist investors have raised billions of dollars for campaigns that may take shape in 2015.  For those of us who review companies and deals for investors, we say … Continue reading

Posted in Activist Investor, Elliott Associates, M&A, Uncategorized, William Ackman | Tagged , , , | Leave a comment

Our Prediction for 2015

Most predictions for 2015 will be wrong, subject only to statistical chances for accidentally being correct.

Posted in Uncategorized | Tagged | Leave a comment

Shake Shack Files for IPO

Serving up burgers, fries, ice cream and Enlightened Hospitality. Shake Shack files for IPO. Shake Shack is not just the latest casual dining company filing to go public, it is a modern day “roadside” burger stand. It was founded by … Continue reading

Posted in By the Numbers, IPO, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

Facebook Mobile Ad Network Ready For Launch?

The Facebook mobile ad network is reportedly ready for announcement at the end of the month. Facebook reportedly to announce Facebook Mobile Ad Network this month. We have made the case over and over again about how Facebook in particular, … Continue reading

Posted in Business Strategy, Facebook, Uncategorized | Tagged , , , , , , , , , , | Leave a comment

HubSpot Files IPO Docs, Reportedly

HubSpot files IPO documents on a confidential basis and has chosen bankers, according to news reports. HubSpot, which offers an “inbound marketing software platform that helps companies attract visitors, convert leads, and close customers,” reportedly filed confidential IPO documents with … Continue reading

Posted in Business Strategy, IPO, M&A, Public Offering, Uncategorized | Tagged , , , , , , , , , , , , , , | Leave a comment

Gold v. Bitcoin? “Gold,” Says Hedge Fund Manager

Gold, not Bitcoin, is the real currency alternative, says Paul Singer. Underdisclosed.com favorite Paul Singer, of Elliott Associates fame, is not quite as taken with the current flavor-of-the-month in alternative currencies according to WSJ and CNBC reports. Singer reportedly wrote … Continue reading

Posted in Bitcoin, Business Strategy, Economics, Elliott Associates, Hedge Funds, Uncategorized | Tagged , , , , , | Leave a comment

Wal-Mart and Costco: The Latest Idiotic Argument About Employee Wages

Wal-Mart and Costco employee pay saga drones on following State of the Union address.     After the hair dryer-like drone of last night’s state of the union address featuring the prez praising Costco, a Facebook friend reposted one of … Continue reading

Posted in Business Strategy, By the Numbers, Uncategorized | Tagged , , , , , , , | 2 Comments

SunGard to Spinoff “Availability Services” Business – Disruption From The Cloud

SunGard announced plans to spinoff its Availability Services division, much like the missing “u” in its name, as the Cloud disrupts its business. SunGard to Spinoff Availability Services Business   SunGard Data Systems Inc. is of the world’s leading software … Continue reading

Posted in Business Strategy, By the Numbers, Spinoff, Uncategorized | Tagged , , , , , | Leave a comment

Its Been Busy Since Thanksgiving . . .

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

Posted in Uncategorized | Leave a comment