So Barron’s did a mea culpa of sorts this week in finally admitting the Rohm & Haas deal was a good idea. But, in my humble opinion, they missed the most exciting part of the story.
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Subs: New Buy $$
This one is a little complex and priced for extinction. When extinction does not come, I think we see dramatic upside.
Hard to keep up with the news on this it is coming so fast…
Some eye opening remarks
Some eye opening remarks
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Ackman's Q3 Letter and General Growth $$
Not much else to say.
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Ackman’s Q3 Letter and General Growth $$
Not much else to say.
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Subs: Recent Videos
Some housekeeping from the last month..
Ironic given the topic of Tuesday’s show..
This is classic Jackson, the AutoNation (AN) CEO…
This is classic Jackson, the AutoNation (AN) CEO…
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Dow and DuPont in Ag Partnership
Dow Ag seems to be at the center of the Ag world now with partnerships with both Monsanto (MON) and now DuPont (DD).
Davidson submits:
Davidson submits:
From the news today…