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Posted

Not to throw in another useless thread into the sea of COBF topics but I cant help but notice that Elliot's activisms have worked out incredibly well. I mean for one, $CRM has performed absolutely well since the whole basic cost cutting thesis and PINS hasnt done too bad since Elliot refreshed the board. Ofc, there are factors at work here and CRM is defo part of the tech rally. But it's not only confined to tech. Look at NRG energy - been on an absolute tear since the Elliot letter in June - and CCI has rocketed off the bottom (this is still fresh). PSX is also now embroiled with Elliot. 

 

Was thinking maybe we should have a discussion on Elliot's activist stonks - because this sure as hell seems like a profitable pond to fish in of late.

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  • 4 weeks later...
Posted
1 hour ago, valueventures said:

 

Elliott is a very smart operator, but simply chasing what he has already bought seems like a risky venture since the stock has already moved.  Etsy looks overvalued to me, but of course pops on the announcement.  He may be selling into this for all we know.   Follow his holdings and paper trade it, or use real money, and see how it works.

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  • 4 months later...
Posted
3 minutes ago, n.r98 said:

There goes starbucks shooting. When Elliot takes a posn, take notice!

From the SBUX board member's interview this morning on CNBC, it looks like the CEO change was in the works months before Elliot took a position and they are not aware of it. Regardless I sold all of my SBUX today.

Posted

Has anyone really made good money on activist funds lately? Elliott? I know I made some dollars from Sardar back in the day.. But, are there any great activist funds that you can track? Elliot is big, but he shakes the tree here and there... but, sometimes, he whimpers away.

Posted
6 hours ago, schin said:

Has anyone really made good money on activist funds lately? Elliott? I know I made some dollars from Sardar back in the day.. But, are there any great activist funds that you can track? Elliot is big, but he shakes the tree here and there... but, sometimes, he whimpers away.

 

I have made some...betting against MW this year/recently:)

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