Thursday Links
Trade Ideas
- "The case for Vodafone has been valid for a long time but what has changed is that there now is a catalyst for the shares to go higher. Vodadfone announced the details of their greater than $6 billion share repurchase plan. They have structured it similarly to an accelerated repurchase plan in that they cannot back out, and will complete the plan by the end of the year."
- ZH: China Hard Landing Bets Rise As It Now Costs More To Bet On Renminbi Strength Than Weakness
- An examination of the “Profit and Value” strategy
- Excellent new blog about cleantech VC, this post about the history of semiconductor fabrication.
- Price Trends in Storage vs Bandwidth
- It Is Never, Ever Boring for ATP Oil and Gas Shareholders
- Danish firm plans to implement "vehicle to grid" for electric vehicles.
- Via Falky, the NYTimes puts "property rights" in sarcastic quotes. What jerks.
- Stumbling, Bumbling, Wee Benny Bernanke Transcript
- Businessweek: "Myspace's fate may not be an anomaly. It turns out that fast-moving technology, fickle user behavior, and swirling public perception are an extremely volatile mix. Add in the sense of arrogance that comes when hundreds of millions of people around the world are living on your platform, and social networks appear to be a very peculiar business—one in which companies might serially rise, fall, and disappear."
- Iceland is once again selling debt at a 5% yield. This is why troubled sovereigns should just jam their creditors and default.
- Icahn: "Many U.S. companies are very poorly run and non-competitive because corporate governance in the United States is, to a large extent, dysfunctional."
- Study: "We find that prices of stocks with high hedge fund ownership exhibit abnormal positive returns in the last minutes of trading on the last day of the quarter and that they rebound the following morning. [...] Further, these patterns are strongest when hedge fund owners have incentives to manipulate: less diversified funds (for which manipulating is less costly), funds experiencing a poor month in terms of absolute returns..."
- The Creative Advantage: relationships between creativity and psychopathologies.
Posts
No comments:
Post a Comment