Guest Grey512 Posted August 12, 2015 Share Posted August 12, 2015 Are you Jeff Ubben?. Jeff posted exact same on twitter I admire Ackman greatly, but I am concerned with this latest move for Mondelez. My perception is that Irene Rosenfeld (MDLZ's CEO) is a (very) tough cookie and a skilled operator. I see limited MDLZ price upside and a limited actual opportunity for a corporate event. I am not Jeff Ubben, and I did not post that on Twitter, honestly (I don't even have Twitter). But I am a fan of Jeffrey Ubben / ValueAct! Either (i) this is a "1 in a bajillion" kind of coincidence that Jeffrey Ubben picked the exact same words, or (ii) Jeffrey Ubben is periodically on these boards, saw my message, liked how I worded it, and just copy pasted the first sentence into Twitter, or (iii) someone on COBF (not me!) runs a fake Jeff Ubben Twitter account and copy-pasted the first sentence of my post. Repeat - I did not post that on Twitter. Link to comment Share on other sites More sharing options...
merkhet Posted August 12, 2015 Share Posted August 12, 2015 Oops my mistake. That's super weird though, because he copied and pasted multiple of your posts onto twitter. (And the twitter profile of that guy specifically states that he is not Jeff Ubben from Value Act.) Including your recent sale of Fiat.... Link to comment Share on other sites More sharing options...
Guest Grey512 Posted August 12, 2015 Share Posted August 12, 2015 Oops my mistake. That's super weird though, because he copied and pasted multiple of your posts onto twitter. (And the twitter profile of that guy specifically states that he is not Jeff Ubben from Value Act.) Including your recent sale of Fiat.... That's just unreal... I don't know whether I should be flattered or creeped out. Link to comment Share on other sites More sharing options...
jay21 Posted August 12, 2015 Share Posted August 12, 2015 Oops my mistake. That's super weird though, because he copied and pasted multiple of your posts onto twitter. (And the twitter profile of that guy specifically states that he is not Jeff Ubben from Value Act.) Including your recent sale of Fiat.... That's just unreal... I don't know whether I should be flattered or creeped out. did the same thing with your FCAU cmts: https://twitter.com/jeffubben/status/631081293783171072 Link to comment Share on other sites More sharing options...
Guest Grey512 Posted August 12, 2015 Share Posted August 12, 2015 Oops my mistake. That's super weird though, because he copied and pasted multiple of your posts onto twitter. (And the twitter profile of that guy specifically states that he is not Jeff Ubben from Value Act.) Including your recent sale of Fiat.... That's just unreal... I don't know whether I should be flattered or creeped out. did the same thing with your FCAU cmts: https://twitter.com/jeffubben/status/631081293783171072 Oh I know. I've now gone through that Twitter feed's posts for the past few days. I posted both of those comments on two separate Investment Ideas threads. I think whoever runs that Twitter profile just browsed the Investment Ideas section liked those two posts and appropriated them for Twitter. I like to believe that this is a coincidence and that I am not special enough to be stalked! Link to comment Share on other sites More sharing options...
SI Posted September 1, 2015 Share Posted September 1, 2015 I run a separate account strategy and was wondering if any US investor went through with buying this directly in accounts that were not IRAs. If so, can you speak to the complexity of the process in client accounts if you get the confidential information PSH offered in April? Can I provide information to US custodians or does it have to go out to every CPA of every end client? Thanks. Link to comment Share on other sites More sharing options...
Wilson-TPC Posted September 2, 2015 Share Posted September 2, 2015 That's not the REAL Jeff Ubben fyi. Link to comment Share on other sites More sharing options...
johnny Posted September 2, 2015 Share Posted September 2, 2015 I do not fully understand implications of holding PSH in non-IRA accounts. I went over the tax part of the prospectus a while ago, but clearly something went over my head because it didn't trigger any concerns... Is there a page that goes over what one should be concerned about here? Sorry for the noobish question. Link to comment Share on other sites More sharing options...
Jurgis Posted September 2, 2015 Share Posted September 2, 2015 PSH is pretty certainly a PFIC https://en.wikipedia.org/wiki/Passive_foreign_investment_company Have fun dealing with PFIC requirements. Link to comment Share on other sites More sharing options...
johnny Posted September 5, 2015 Share Posted September 5, 2015 Feel real dumb for missing that; thanks! Link to comment Share on other sites More sharing options...
giofranchi Posted September 9, 2015 Author Share Posted September 9, 2015 http://www.valuewalk.com/2015/09/bill-ackman-china/99999/ Gio Link to comment Share on other sites More sharing options...
giofranchi Posted September 9, 2015 Author Share Posted September 9, 2015 Herbalife Launches Second Attack on Bill Ackman http://www.foxbusiness.com/markets/2015/09/09/herbalife-launches-second-attack-on-bill-ackman/?intcmp=perspectives-horizontal Gio Link to comment Share on other sites More sharing options...
giofranchi Posted September 9, 2015 Author Share Posted September 9, 2015 Herbalife activist investor Bill Ackman's unprecedented catalytic crusade http://fortune.com/2015/09/09/herbalife-bill-ackman/ Gio Link to comment Share on other sites More sharing options...
ccplz Posted September 9, 2015 Share Posted September 9, 2015 Is it necessary to post just one link every time? Link to comment Share on other sites More sharing options...
dcollon Posted September 9, 2015 Share Posted September 9, 2015 Thanks for posting the article Gio. Link to comment Share on other sites More sharing options...
Mephistopheles Posted September 9, 2015 Share Posted September 9, 2015 Thanks Gio! Link to comment Share on other sites More sharing options...
giofranchi Posted September 10, 2015 Author Share Posted September 10, 2015 Thanks Gio! Thanks for posting the article Gio. My pleasure! :) Cheers, Gio Link to comment Share on other sites More sharing options...
giofranchi Posted September 11, 2015 Author Share Posted September 11, 2015 Bill Ackman: Stocks are pretty cheap; Disagree With Tepper http://www.valuewalk.com/2015/09/bill-ackman-stocks-are-pretty-cheap-disagree-with-tepper/ Cheers, Gio Link to comment Share on other sites More sharing options...
phil_Buffett Posted September 11, 2015 Share Posted September 11, 2015 thanks gio for all the links :) Link to comment Share on other sites More sharing options...
giofranchi Posted September 11, 2015 Author Share Posted September 11, 2015 thanks gio for all the links :) You are welcome! ;) Cheers, Gio Link to comment Share on other sites More sharing options...
Phaceliacapital Posted September 11, 2015 Share Posted September 11, 2015 A lot of recent clips, summary: - HLF still a fraud and still convinced - Wants to sell MDLZ to KHC in 12 to 18 months - Shortselling has benefits (lumber liquidators, enron, .. exemples) - CSX leadership problems (interesting opportunity for CP) Edit: with links http://www.cnbc.com/2015/09/11/bill-ackman-im-more-bullish-on-the-markets-than-david-tepper.html Link to comment Share on other sites More sharing options...
giofranchi Posted September 15, 2015 Author Share Posted September 15, 2015 Ackman's side-by-side comparison of Vemma and Herbalife Cheers, GioVemma-Comparison-v11.pdf Link to comment Share on other sites More sharing options...
Jurgis Posted September 16, 2015 Share Posted September 16, 2015 Hedgie family offices: http://www.bloomberg.com/news/articles/2015-09-16/inside-these-hedge-funds-quiet-family-affairs-for-the-boss Link to comment Share on other sites More sharing options...
kirkomi Posted September 17, 2015 Share Posted September 17, 2015 How much of the NL:PSH does Bill Ackman personally hold ? I did not find the relevant figure on any of the documents I read. Link to comment Share on other sites More sharing options...
giofranchi Posted September 18, 2015 Author Share Posted September 18, 2015 Ackman Target Air Products & Chemicals Inc. Announces Spin-Off Of Materials Technologies Business http://www.valuewalk.com/2015/09/ackman-target-air-products-chemicals-inc-announces-spin-off-of-materials-technologies-business/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link Cheers, Gio Link to comment Share on other sites More sharing options...
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