Pershing Square’s Bill Ackman speaks with CNBC’s Scott Wapner about whether shopping malls will still exist in the next few years and his outlook on the retail sector.
MSD Capital now holds a total of 5,192,232 shares in Blueknight Energy Partners (BKEP). MSD Capital L P is based out of New York. Their last reported 13F filing included $255,282,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Another fact noteworthy MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell and his family. Looks like Mr.Dell is betting on the oil price recovery too.
According to Goldman Sachs these are the tech companies most likely to get acquired within the next twelve months.
The ratio is Soybeans over Corn. Whenever the ratio is over 3, farmers get 3 times more money for every Soybean bushel than Corn. Sometimes the ratio goes crazy due to weather risk and supply imbalances, but in normal conditions it shouldn’t be over 3.
Marc Cohodes wants to make money with another short thesis, Badger Daylighting is his latest pick. The news that he was short Badger Daylighting sent the company down around 25% in last Friday’s trading session. He believes the stock is overvalued at four times annual sales, far more than one of its key competitors.
Tesla, Inc. is an over-hyped, lousy company, from a financial perspective, that is destined to go bankrupt. There, I said it. Bring on the critics. Contrary to the likely barbs and pitchforks we will receive, I do wish that global warming was not occurring and that the polar bears and penguins could live undisturbed in their former environments.
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