Some links
Why Paul Singer (Elliott) always wins
Very funny: How to become the #1 restaurant in London on Tripadvisor
Spotify AB seems to go for a direct listing on the stock exchange without an IPO
Momentum investing was king in 2017
Deep thoughts on auctions and Tripadvisor from Greenwood Investors
Ben From Wertart likes Pershing Square Holdings
Market Folly has a good collection of Sohn London pitch notes
Do you have any clue what Singer intends to do with Uniper?
I don’t see how he would make money there…
Great selection. Everybody interested in investigative analysis should also take a look at that Steinhoff piece.
Click to access steinhoff-article-viceroy2.pdf
thanks, Steinhoff is really interesting. It was my top short candidate for German stocks but unfortunately I didn’t do it…..