Commentary

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

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

EPL: Enhancing Value for the Equity

GGP: A Case Study in Internet Activism

The ETF Market: Size, Growth, and Impact

Profiting Off the Herd Instinct

Employment vs Unemployment

Correlation Between Commodities and the S&P

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