Category Archives: Uncategorized

Electronic Arts Online and Mobile Strategies Show How They Both Destabilize And Provide Opportunities For Game Makers

Latest SEC filing shows growth in some areas and an impact on income.   Electronic Arts’ online and mobile sectors are proving challenging to integrate into a physical game world, with impacts on business strategy and financial planning. For regular readers, … Continue reading

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Intrawest Resorts, the Fortress Investment-Owned Ski Resort Company, Files For IPO

Intrawest Resorts Holdings, Inc. files for IPO without listing any underwriters.  Intrawest Resorts Holdings, Inc., filed for a $100 million IPO.  Intrawest is a newly formed vehicle into which Fortress Investment Group will dump its ski resort assets in order … Continue reading

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Twitter Sued Ahead of IPO For By Firms Claiming They Were Hired to Fraudulently Pump Up Its Valuation

Part I: Some of the reported facts on Twitter pre-IPO lawsuit. There have been several reports that Twitter was sued for $124 million today.  Two financial firms claim that Twitter began a process to sell some shares privately to enhance … Continue reading

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Apple Offshore Cash Horde And U.S. Taxes

Apple’s Offshore Cash targeted by recent SEC comments, showing a renewed focus by U.S. government to target offshore tax shelter strategies. Apple CEO Tim Cook testified before the Senate regarding tax avoidance strategies.  In particular, Apple uses Irish subsidiaries to … Continue reading

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Facebook’s Mobile Push With Acquisition of Onavo

As we have stated many times, the future is mobile. Facebook is showing its commitment to shoring up what had been a huge weakness.     On their blog, Onavo announced that Facebook has agreed to acquire it. Onavo “helps … Continue reading

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Welcome Back To Me

Sorry about the prolonged absence.  We’ve had several front burner projects over the last few weeks in addition to the lil’ fund that could.  We hope to get back to regular blogging this week.

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CommonWealth REIT: Marcato Joins Fight With Corvex and Related Fund Over Consent Solicitation At CommonWealth.

Getting the band back together. Last we saw Marcato Capital Management, they had teamed up with Corvex Management to reign down some REIT reorg on Corrections Corporation of America (CXW). Last we saw Corvex Management, they had teamed up with … Continue reading

Posted in Activist Investor, Corvex Management, Hedge Funds, Lawsuit, M&A, Marcato Capital Management, Shareholder Meeting, Shareholder Rights, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Emulex Corporation and Elliott Associates Enter Into Agreement For Standstill, Board Seats

Hedge Fund gets closer to the driver’s seat with Emulex. We’ve been following the Emulex/Elliott saga for a while now and watched as one of our favorite hedge funds was working from the outside to create some value at Emulex, … Continue reading

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Great Moments in Misfiled Documents, Telanetix Edition

Looking for the goods in the typical Friday afternoon filing dump, I was intrigued by a filing of a Form S-B, a registration statement for securities of Foreign Governments and Subdivisions.  What was so curious?  It was filed by Telanetix, … Continue reading

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Put Your Seats and Tray Tables in the Locked and Upright Position. No, the Other Locked and Upright Position. And Please, No Snakes on a Plane.

Baltia Air Lines revised Form 10-Q because it accidentally made some formatting errors. Oh, yeah. It also got some numbers wrong too. Baltia is “America’s newest airline.”  It claims that in 2012,  it “will inaugurate non-stop service between New York’s … Continue reading

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