Tyson Foods Inc. – A perfect case of winner’s curse

Last week, Tyson Foods Inc. (TSN) won an auction to acquire Hillshire Brands Co. (HSH), the biggest maker of hotdogs and breakfast sausages. Hillshire, the longtime maker of Jimmy Dean sausages and Ball Park hot dogs, got caught up into a bidding war between two of the country’s biggest meat producers – Tyson Foods Inc. […]

Lewis and the Flash Boys

Prior to reading the book, allow me to present a simple counter-argument to the premise of Flash Boys.[1] I will do so in the manner of the ancient Greeks, who sought to prove axioms using principled methods of proof, rather than obtaining empirical evidence, thus freeing them from the need to actually do work. All […]

Corporate Upgraders: A Boon to Shareholder Democracy..???

  Source: http://www.shareholderssquaretable.com/ “I am not a destroyer of companies. I am a liberator of them! The point is, ladies and gentleman, that greed, for lack of a better word, is good. Greed is right, greed works. Greed clarifies, cuts through, and captures the essence of the evolutionary spirit. Greed, in all of its forms; […]

Bombardier Recreational Products (BRP)

Bombardier Recreational Products (BRP)              Overview Bombardier Recreational Products (BRP) is a developer, manufacturer and marketer of powersport vehicles based out of Valcourt, Quebec and was spun off from Bombardier in 2003. BRP was privately owned until May 2013 when it went public and sells primarily to North American and […]

Disruptive Innovation and upcoming themes

I have no doubt that you have read several macro and micro economic forecasts for 2014 over the past several weeks. The usual actors – the United States, the BRIC nations and spy phone free download software \ mobile phone spy app free \ essay writer \ phone spy \ android cell phone spy & […]

Human Misjudgments, Biases, and Emotions in an Investment world

  As Benjamin Graham once quoted – “While enthusiasm may be necessary for great accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.” Time and again we have seen in history of stock markets that irrational exuberance has caused disasters. Be it during the internet bubble of 2001 or economic Pearl Harbor of […]