A FREE CALL OPTION ON GOODYEAR´S NEW GAME CHANGING PRODUCT

Summary Goodyear might be an attractive short-term and long-term opportunity. In 1H15 Goodyear plans industrialisation of its new AMT technology. A success could mean a material upside for Goodyear. Downside is limited as market assigns zero value to the project. On 7/30 Goodyear reported its results. The market over-reacted to weak revenue guidance and gaveContinue reading “A FREE CALL OPTION ON GOODYEAR´S NEW GAME CHANGING PRODUCT”

PAUL SINGER text book activism

Paul Singer gained fame by pushing Argentina into a default. His activist transactions are worth looking at too. His Romanian venture is a text book case of activist investing that generates return for all shareholders. Elliot Associates is the largest investor in a Romanian USD 4.4 bln. energy fund Fondul Proprietatea. The fund was createdContinue reading “PAUL SINGER text book activism”