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Investing

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Thursday, June 09, 2011. ISOFT Using John Paulson’s Merger Arbitrage Checklist. I read John Paulson’s The Risk in Risk Arbitrage posted on gurufocus.com. I filled it away and had the opportunity to use it recently in a merger arbitrage / risk arbitrage on iSOFT ( ISF.AX. AEPAX) which changed their name to Oceanic Capital Partners ( OCP.AX. The Acquirer is the party purchasing the ta...

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Reflections on Value Investing. The market can remain irrational longer than you can remain solvent - John Maynard Keynes. Thursday, June 09, 2011. ISOFT Using John Paulson’s Merger Arbitrage Checklist. I read John Paulson’s The Risk in Risk Arbitrage posted on gurufocus.com. I filled it away and had the opportunity to use it recently in a merger arbitrage / risk arbitrage on iSOFT ( ISF.AX. AEPAX) which changed their name to Oceanic Capital Partners ( OCP.AX. The Acquirer is the party purchasing the ta...
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Investing | longterm.blogspot.com Reviews

https://longterm.blogspot.com

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Thursday, June 09, 2011. ISOFT Using John Paulson’s Merger Arbitrage Checklist. I read John Paulson’s The Risk in Risk Arbitrage posted on gurufocus.com. I filled it away and had the opportunity to use it recently in a merger arbitrage / risk arbitrage on iSOFT ( ISF.AX. AEPAX) which changed their name to Oceanic Capital Partners ( OCP.AX. The Acquirer is the party purchasing the ta...

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1

Investing: April 2003

http://longterm.blogspot.com/2003_04_01_archive.html

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Sunday, April 27, 2003. Well, I'm pretty much done with my analysis of Orthodontic Centers or America (OCA). They provide business services to orthodontists and pediatric dentists. They provide the capital to start the business and all of the business services in exchange for fees and profit sharing. They amusingly have 38% of float short (13 days to cover! The road to 6. This would...

2

Investing

http://longterm.blogspot.com/2011/01/im-going-to-be-in-las-vegas-from-3rd.html

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Sunday, January 30, 2011. I'm going to be in Las Vegas from 3rd Feb to the 10th and then in LA on the 11th (Friday) and 12th (Saturday) of February. If any US readers would like to catch up to have a chat about value investing or specific ideas then please send me an email. Or leave a comment. Posted by Neil # 1:35 AM. Comments: Post a Comment.

3

Investing: Purchasing Power Parity Valuation for the Australian Dollar 2011

http://longterm.blogspot.com/2011/01/purchasing-power-parity-valuation-for.html

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Saturday, January 08, 2011. Purchasing Power Parity Valuation for the Australian Dollar 2011. I first wrote about the Australian Dollar PPP in October 2008. Where are we now. A blog I strongly recommend, has noted And early is wrong. At least if you are an Australian and you took your cash offshore at 80c or less to the USD. Now It’s somewhat larger! Valued compared to the 40% under.

4

Investing: Seahawk (HAWK) Strategic Alternatives

http://longterm.blogspot.com/2010/11/seahawk-hawk-strategic-alternatives.html

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Wednesday, November 10, 2010. Seahawk (HAWK) Strategic Alternatives. No Participation and no sale of rights. Participation and exercise of options (not sale). 54M would provide about 7 quarters of liquidity at $7M burn per quarter or 5 quarters as $10m. It is quite unlikely that the Q3 experience is going to continue for the next 5 quarters. Though it’s not very important now, the c...

5

Investing: Eagle Rock (EROC), Kerrisdale and Investment Timelines

http://longterm.blogspot.com/2011/01/eagle-rock-eroc-kerrisdale-and.html

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Saturday, January 15, 2011. Eagle Rock (EROC), Kerrisdale and Investment Timelines. I sold out the last of my EROC position in the last few days. I first wrote about EROC in mid July 2009 - Eagle Rock Energy Partners (EROC). Launched a site fair-eroc.com. In our view, NGP is essentially canceling (sic) its subordinated units in exchange for $29mm (plus associated rights/warrants if ...

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my Value Idea: Merger Arbitrage : TRBN/ EBS

http://myvalueidea.blogspot.com/2010/09/merger-arbitrage-trbn-ebs.html

September 11, 2010. Merger Arbitrage : TRBN/ EBS. I usually do not get interested in risk arbitrage situation unless there is the potential to earn out-sized absolute return. Most risk arbitrage offer around 15-20% annualized returns, and actually less on large deals. However this one offers great odds for the price of participation. The idea is not mine it was emailed to me from a reader so hat tip to G&B. Is acquiring Trubion Pharmaceuticals (. Will the merger close:. Financing issues: cash considerati...

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Golden Rules: HAWK: Strategic Alternatives Update

http://goldenrulevalue.blogspot.com/2010/11/hawk-strategic-alternatives-update.html

1 Never lose money 2. Never forget rule #1. Friday, November 5, 2010. HAWK: Strategic Alternatives Update. This past Tuesday (11/2) after market hours, Seahawk Drilling announced "[it[ has initiated a process to explore and consider possible strategic alternatives for enhancing shareholder value. These alternatives could include, but are not limited to, transactions involving a sale of assets, a recapitalization, or a sale or merger of Seahawk" ( Full release here. 2 Early Lifting of Deepwater Moratorium...

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Golden Rules: November 2010

http://goldenrulevalue.blogspot.com/2010_11_01_archive.html

1 Never lose money 2. Never forget rule #1. Friday, November 5, 2010. HAWK: Strategic Alternatives Update. This past Tuesday (11/2) after market hours, Seahawk Drilling announced "[it[ has initiated a process to explore and consider possible strategic alternatives for enhancing shareholder value. These alternatives could include, but are not limited to, transactions involving a sale of assets, a recapitalization, or a sale or merger of Seahawk" ( Full release here. 2 Early Lifting of Deepwater Moratorium...

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44 analizy polskich spółek. Oddane głosy: 5 / 11. Ukazują się analizy polskich spółek po wynikach za II kw. bieżącego roku. Do tej pory autor przedstawił następujące spółki: Ekoexport, Relpol, KGHM, Aplisens, Monnari, LPP, Żywiec i Wawel. Co pewien czas ukazuje się kolejna a przed nami jeszcze kolejne 36 spółek! Oddane głosy: 0 / 7. Zapraszam do zapoznania się z analizą video rynku akcji, w której omawiam następujące pytania zadane przez forumowiczów serwisu www.longterm.pl:. Oddane głosy: 2 / 2. Profesj...

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Investing

Reflections on Value Investing. The market can remain irrational longer than you can remain solvent" - John Maynard Keynes. Thursday, June 09, 2011. ISOFT Using John Paulson’s Merger Arbitrage Checklist. I read John Paulson’s The Risk in Risk Arbitrage posted on gurufocus.com. I filled it away and had the opportunity to use it recently in a merger arbitrage / risk arbitrage on iSOFT ( ISF.AX. AEPAX) which changed their name to Oceanic Capital Partners ( OCP.AX. The Acquirer is the party purchasing the ta...

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