Billionaire's Portfolio

6/10/14 Yesterday, Idenix Pharmaceuticals (IDIX) was acquired by Merck for a 229% premium. That’s one of the biggest one day…

5/6/14 We were featured in Barron's over the weekend! Excerpts below, with a link to the piece. "The trick is…

4/28/2014 Carl Icahn, the world's greatest investor, is on pace to become the world's richest man. And he has had…

4/13/14 Our free research note: Five Activist-Owned Stocks Analysts Think Will Triple.

4/13/14 Our recent note to subscribers on both third party studies and our proprietary study on activists: What's In Store…

3/31/2014 In an article this morning, Bloomberg reiterated what we have been telling people since 2002: Piggy-backing the picks of…

3/27/2014 The Power of Activism I want to show you what the performance has been on an equal-weighted basket of…

3/26/2014 Right now McDonalds (MCD) is extremely undervalued compared to its peer Burger King (BKW). Here are the statistics: McDonalds:…

3/25/2015 I am not a journalist. I have over 15 years of experience in the hedge fund industry working for…

3/25/2014 My favorite strategy I used when trading for a hedge fund was using call options to replace buying a…