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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
  • Vivendi Working With Two Banks On Activision Stake-WSJ 0 comments
    Jul 17, 2012 5:44 PM | about stocks: VIVHY, ATVI

    Vivendi (OTCPK:VIVHY) seems to be getting much more aggressive in their quest to dispose of their 61% stake in Activision (NASDAQ:ATVI). While I think this is an excellent move that the company should look at, I think the company is making a mistake by being so public about it as it could potentially hinder pricing for Activision. Vivendi suffers from a severe conglomerate discount so anything that the company could do to clean up its corporate structure would be beneficial. If the company can't get a good price they should just look at spinning off the stake.


    Disclosure: I am long OTCPK:VIVHY.

    Stocks: VIVHY, ATVI
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