ValueAct’s Actions at the Dawn of Disney Deal

ValueAct’s Actions at the Dawn of Disney Deal

If you happened to be watching CNBC’s exclusive interview with Jeffrey Ubben the other day, you’d think there’s nothing special going on at the moment. Ubben is calmly discussing his decision to leave the board of 21st Century Fox directors just as Disney is preparing to seal the deal. These are exciting times we are living in. After all, this is going to be one gigantic merger if it happens, because […]

Read More ˃
Is Your Next Broker a Machine?

Is Your Next Broker a Machine?

With all the latest advances in technology and artificial intelligence, Euclidean has bravely decided to tackle the question that has been on our minds for quite some time now: are machines going to become smarter than humans when it comes to the market evaluations? We don’t necessarily have to expect the Judgment Day scenario of the Hollywood action classic, but it is certainly one step further in AI development. After all, […]

Read More ˃
Netflix: Has the Time Come to Open Our Wallets?

Netflix: Has the Time Come to Open Our Wallets?

In the series of posts covering FANG stocks, Aswath Damodaran, a Professor of Finance at the Stern School of Business at NYU, shared his musings on Netflix on his blog, discussing whether it is a future of entertainment or house of cards. He starts with an elaboration of Netflix’ history, its success story, the challenges it faced since its beginnings and its current position on the market thus setting a […]

Read More ˃
Greenhill & Co.: a Radical Restructuring

Greenhill & Co.: a Radical Restructuring

Laughing Water Capital, a long-biased investment partnership, presented Greenhill & Co. Inc. (GHL) at the recent MOI Global Best Ideas conference and demonstrated why they think this company could more than double in the years to come. Recently, we came across this presentation, so let’s see why boutique investment bank such as GHL appeared on LWC’s radar. Since they are dealing with businesses that are struggling with operational, structural and/or […]

Read More ˃
Whitman’s Last Walk Down the Avenue

Whitman’s Last Walk Down the Avenue

“April is the cruelest month”, said one of the greatest poets, and it’s also the month in which we saw Martin J. Whitman, a veteran value investor, go into history at the age of 93. Martin Whitman was an exceptional man for several reasons. As Barron’s informs us, he was mainly known as the founder of Third Avenue Management. Whitman set up the company with a very intriguing approach to the […]

Read More ˃