Commentary

Company updates, market commentary, case studies and other topics we consider worth discussing

Kerrisdale Capital Management Announces Intention to Nominate a Separate Slate of Directors for Morgans Hotel Group in 2014

Kerrisdale Capital Management Issues Letter to Morgans Hotel Group, Urges Board to Sell Company

UHAL Looks Promising Heading into Earnings

ServiceNow – May 2 Update

EZchip – March 24 Update

Mellanox: January 24 Update

MLNX Update: Earnings Reflect Cyclicality of Business

MIM: The Menace of the Super-Voting Shareholder

Abercrombie’s Stealthy Reincorporation to Ohio

St Joe’s: Another Public Activist Debate

Dynegy: The Dangers of Weak Indentures

EROC: Organizing a Fragmented Shareholder Base