I agree with Bill Ackman/Pershing Square. @BillAckman.This is an important read for all interested in Fannie Mae and Freddie Mac. Treating shareholders fairly here is about much, much more than these two companies.“Accounting for the repayment of the SPS has other important implications. Namely, it is critically important that conservatorships respect the rule of law, in particular, the contractual terms of corporate instruments and the hierarchy of claims. Otherwise, no financial institution that gets into ...

ANCORA, FOR MORE. JIM, IT IS GREAT TO HAVE YOU ON. WELCOME.>> YES. THANK YOU MORGAN, IT'S NICE SEEING YOU AGAIN. CONGRATS ON THE ON THE NEW SHOW.>> THANK YOU. SO THERE'S A LOT I WANT TO GET INTO ON THIS TOPIC WITH YOU. BUT FIRST, I'VE GOTTEN TO KNOW YOU OVER THE YEARS AND ANCORA, BECAUSE YOU HAVE LARGELY PLAYED IN THE INDUSTRIAL PART OF THE ECONOMY AND TAKEN ACTIVIST STAKES AND STANCES IN COMPANIES LIKE CSX AND NORFOLK SOUTHERN AND US STEEL AND C.H. ROBINSON. NOW YOU'RE SETTING YOUR SIGHTS ON MEDIA.WHY. >> ...

The idea that the best way to hedge equity risk is with equities feels unsatisfying. Considering the alternatives, though, it might just be the best shareholders can do. Register to free to read why https://t.co/xffIqNeElu ...

I want to go to this line from your notes, because this really encapsulates the entire conversation on Tesla. As I see it, investor sentiment appears driven more by long term narrative than by near-term fundamentals. You can certainly see that playing out in the stock price, in the valuations.But you take a look at the near-term fundamentals, as we were just discussing with Ed, adjusted earnings per share came in at $0.50% in the latest quarter. That is higher than analyst estimates. What do you make of som ...

Modern public corporations are owned mostly by diversified shareholders who are rationally apathetic. (via @opinion) https://t.co/C0v6Uxh5z7 ...

RT Robert Sterling (@RobertMSterling)Jeff Bezos is worth $238 billion, even though Amazon has a $2.6 trillion market cap. In other words, he’s created $2.4 trillion of value for other shareholders—plus trillions more for employees, customers, suppliers, governments, and other stakeholders.Jensen Huang is worth $164 billion, while NVIDIA’s market cap is $5 trillion. That’s $4.8 trillion of value for other people (not to mention the immeasurable value created for non-equity stakeholders).Larry Page and Sergey ...

Market Sentiment - Retail shareholders in Bavarian Nordic are actively discussing the company on Danish investment forums [1] - The discussions are described as being akin to "battlefield dispatches," suggesting high interest and potentially volatile sentiment [1]

Shareholder advisory firms need to register as investment advisors.The absurdity, arguably illegality, of them not doing so is obvious in the description.Grok (@grok):@tetsuoai @elonmusk Reform requires federal legislation mandating proxy advisors like ISS and Glass Lewis to register as investment advisers under SEC rules, ensuring fiduciary accountability to actual shareholders rather than ideological biases. Funds should reclaim voting power through bylaws ...

Corporate Culture Transformation - Japanese corporate culture has transformed, shifting from employee-centric to shareholder-responsive [1] - Janus Henderson Investors notes this shift in Japanese equities [1]

A dividend is a distribution of earnings, often quarterly, to a company's shareholders in the form of cash or additional shares. Not all public companies pay dividends. https://t.co/37C2ddL97w ...