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bazooooka

bazooooka
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  • Can Greenlight Get Its Groove Back? [View article]
    Indeed; if one believes that Greenlight is a superior asset allocator than nav/book (and premium) will grow. I'd love to get it at discount as I was able to with Ackman. However doubtful this one ever trades at .8-9x.
    Feb 19, 2015. 07:50 PM | 1 Like Like |Link to Comment
  • Bettin' On Putin's Russia [View article]
    One of the better write-ups about the current state of Russian economic activity. In the long run we may look back fondly on some of these asset prices.

    http://bit.ly/1zrsSjT
    Feb 19, 2015. 07:47 PM | Likes Like |Link to Comment
  • Don't Discount Bill Ackman [View article]
    It was nice when it was near $24. Even Ackman said it was an unusual situation last month.

    http://on.wsj.com/1vLz9W3
    Feb 19, 2015. 05:20 PM | Likes Like |Link to Comment
  • Hedge Fund Strategies In Your Sleep [View article]
    IBLN seems like a decent way to get exposure to some of the best asset minds as well.
    Feb 19, 2015. 09:01 AM | Likes Like |Link to Comment
  • Attractive Returns: Northwest To Merge With LNB Bancorp [View article]
    Maude,

    Would you recommend buying LNBB in the low 17s; isn't it a near certainty to get the $18.70 pps (and 5-7% return) even if it takes till year end or so to complete?
    Feb 19, 2015. 04:46 AM | Likes Like |Link to Comment
  • How To Make 2.7 Times The Market During 13F Season [View article]
    You might be able to do about 15% a year if you can imitate their style in a timely way. However, its hard to do as those who are just now realizing with CNOB and CHEV.

    http://bit.ly/17h1D41
    Feb 19, 2015. 03:25 AM | Likes Like |Link to Comment
  • Bank Of America: Buy The Dip, It Will Not Last [View article]
    I think warrants might be the play but there is value here.
    Feb 19, 2015. 03:08 AM | 3 Likes Like |Link to Comment
  • Insider Buying And A 3 Percent Yield Are Good Reasons To Pick Up This $9 Stock [View article]
    Nice call. Would you ring the register here?
    Feb 19, 2015. 01:30 AM | 1 Like Like |Link to Comment
  • GSV Capital Remains Undervalued With Shares At 50% Of NAV And Upcoming Catalysts [View article]
    Management fees cause the pps drag but they may have a pps and nav increase in 2015 (if Palantir and Dropbox IPO soon). Also TWTR seems to be leveling.
    Feb 19, 2015. 12:28 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    It seems there is more than 200 MS centers. But how many are up and running right now? 2000+ patients seems like a small number if you assume every center has at least 10+ candidates.

    Right now I think only a handful of centers are treating patients; I'd expect the treatment landscape to be much different come Summer.

    http://bit.ly/1E72rWc
    Feb 18, 2015. 04:54 PM | Likes Like |Link to Comment
  • CVRs - The Good, The Bad And The Ugly [View article]
    Here is a nice primer on CVRs.

    http://bit.ly/19GJ3Mg
    Feb 18, 2015. 04:35 PM | Likes Like |Link to Comment
  • Tracking David Einhorn's Portfolio - Q4 2014 Update [View article]
    The value of Einhorn is more likely to be seen in sideways markets. A real pro can produce returns against the tide and often limit large drawdowns. Another 30-50% drawdown in the SnP would wipe out most of the bulls gains thus a steady 10-20% often wins the race.
    Feb 18, 2015. 04:24 PM | Likes Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Hmm; 13D is even better. I'll bet along with Chris (and team) anyday.
    Feb 18, 2015. 05:44 AM | Likes Like |Link to Comment
  • Hidden Annualized 66% Return: Uroplasty Inc. And Vision-Sciences To Merge [View article]
    Maude,

    What's your current take now that the market caps are similar. Would you expect the deal to be altered or called off?
    Feb 18, 2015. 03:10 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    si9, Great points; the enrolled patients (if disclosed) will indeed be more important than just the Q1 infused numbers. Sounds like you work in the field. Please keep us abreast of any insights you have about the ramp up.
    Feb 13, 2015. 06:46 AM | Likes Like |Link to Comment
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