Friday, April 29, 2005 

 

The (Mis)Behavior of Markets (Synopsis I)

Beloit Mandelbrot explores volatility and the application of fractal geometry in modeling price fluctuations in our modern market.

 

The Mystery of Capital (Synopsis I)

 

Christie's Plays by the Book

The Official Rock Paper Scissors Strategy Guide

 

Christie's Scissors Cuts Sotheby's Paper

WSJ.com - How 'Rock, Paper, Scissors' Settled Auction House Feud

Thursday, April 28, 2005 

Junk Bond Market Stalls

Bloomberg.com: News & Commentary

 

Gunmaker settles suit with former Wichita family

Wichita Eagle | 04/28/2005 | Gunmaker settles suit with former Wichita family

Wednesday, April 27, 2005 

Fire At Will - could drive some SWB sales...

BreakingNews

 

Par for the Course?

WSJ.com - Exclusive Morefar Is Far More Mysterious Than Most Golf Links

 

Staffing up with Stafford

Company moving along it's plan. Another box to checkoff.

Press Releases: "a"

Tuesday, April 26, 2005 

HVB marks a lira-cal note

Could two more opposites attract?

TheDeal.com - HVB open to UniCredito merger

 

Logic is So Yesterday

Dan Pink's A Whole New Mind makes the interesting prediction that left brain stuff "logical, linear, computerlike capabilities of the Information Age" are going to be outsourced to places like India. The value-added proposition of the US will be right brain stuff -- "creators and empathizers, pattern recognizers and meaning makers" ushering in the "Conceptual Age." Thought-provoking read.

 

SKO buyers agree! ....in the middle market, the less you put in, the more you take out!

A good in-depth look at private equity deals in the mid market retail space.

Investment Dealers' Digest

 

DLM - Mars wins pet food decision

Mars wins pet food decision - PittsburghLIVE.com

Monday, April 25, 2005 

Lord Black looking for a 5th ...amendment that is.

Latest News and Financial Information | Reuters.com

 

Falling Starrs at AIG

The New York Times > Business > Report on Two Affiliates Cites Benefits for A.I.G. Executives

 

AIG Underwrites Book Value

WSJ.com - AIG Adjustment May Top $1.77 Billion Estimate

Friday, April 22, 2005 

SunGard's 1Q05 Earnings Release

Numbers look good, guidance of single digit revenue growth & Co. comments on merger timeline.

SunGard Announces First Quarter 2005 Results

 

Teton county community won deal?

SRA increases open space acreage in development plan.


http://www.jhnews.com/DailyStory.html

Thursday, April 21, 2005 

Floyd talks ...

Beverly Chief Says New Bids May Emerge

 

A run-down on the Hollinger run-around:

April 25, Canadian court to determine if Black, Boultbee, and Radler will be compelled to explain transactions to Price/Waterhouse.

Hollinger Inc. Status Update

 

Bear in a China Shop?

WSJ.com - As China Rises, Sinking Stocks Spark Middle-Class Protests

 

New Way to Cut Up the Pie

George Sugarman Foundation

Tuesday, April 19, 2005 

Barron's Online - Finding Small-Caps with Rich Dividends

Barron's Online - Finding Small-Caps with Rich Dividends

 

WSJ.com - US Airways Talks To America West About a Merger

WSJ.com - US Airways Talks To America West About a Merger

 

WSJ.com - Profile of Cardinal Ratzinger

WSJ.com - Profile of Cardinal Ratzinger

 

First Calgary falls further: Canadian E&P co. up for sale

The Globe and Mail: First Calgary falls further

Monday, April 18, 2005 

Overpaying for Pizza in Norway

The New York Times > Week in Review > Perspective: We're Rich, You're Not. End of Story.

 

Check Before You Ride

RideAccidents.com

 

Buffett Wannabes

Applying Buffett's Approach (washingtonpost.com)

 

Famous Last Words?: "Any talk about the housing market crashing is ludicrous,"

In Real Estate Fever, More Signs of Sickness (washingtonpost.com)

 

Third Avenue International

The New York Times > Business > Your Money > Investing: It's What He Doesn't Do That Seems to Pay Off

Friday, April 15, 2005 

CASH CRUNCH for Lord Black's Argus

Latest News and Financial Information | Reuters.com

 

Out of the Mouths of Brats

The New Yorker: The Talk of the Town

 

SAP consults Oracle

SAP CEO Would Consider an Oracle Merger

 

Academic Gibberish

CNN.com - MIT students�pull prank on conference - Apr 14, 2005

Write your own research paper.

Thursday, April 14, 2005 

Quantum 101

The New York Times > Opinion > Op-Ed Contributor: One Hundred Years of Uncertainty

Wednesday, April 13, 2005 

Livedoor and Fuji TV in talks for alliance

Potential Resolution to Hostile Situation in Japan....an intro to a convoluted scenario and a sign of more deals to come?


FT.com / Industries / Media & internet - Livedoor and Fuji TV in talks for alliance

Tuesday, April 12, 2005 

WSJ.com - Leveraged Buyouts Heap Risk On Investors Hungry for Yields

WSJ.com - Leveraged Buyouts Heap Risk On Investors Hungry for Yields

Saturday, April 09, 2005 

FT.com / Markets / Greek & Italian Banks mentioned, Italian Utility arb?

FT.com / Markets / European equities - Italian banks continue to draw interest

 

FT.com / Cablevision shuts down loss-making Voom

FT.com / Industries / Media & internet - Cablevision shuts down loss-making Voom

 

Verizon Paying $1.1B for Stake in MCI

Verizon Paying $1.1B for Stake in MCI

 

Barron's Online - John Malone, Best Buy Exec Are Buyers

DBLE & BLT both mentioned on buyers list

Barron's Online - John Malone, Best Buy Exec Are Buyers

 

Barron's Online - Expensive Junk

Barron's Online - Expensive Junk

Friday, April 08, 2005 

Quote from Exec's dog pen installer:

Asked if anything seemed odd about installing a fence paid for by Wal-Mart at a residence, he says: "There wasn't anything [that] seemed suspicious to us. We're kind of dumb country people down here. We take people for their word." He says Priefert never did get any Sam's Club business.

 

WSJ.com - ShopKo to Be Acquired By Private-Equity Firm

WSJ.com - ShopKo to Be Acquired By Private-Equity Firm

 

JANA Partners LLC Urges Transaction Systems Architects, Incorporated (Nasdaq: TSAI) to Engage in Meaningful Debate Regarding Strategic Direction

JANA Partners LLC Urges Transaction Systems Architects, Incorporated (Nasdaq: TSAI) to Engage in Meaningful Debate Regarding Strategic Direction

Thursday, April 07, 2005 

Barron's Online - Big Machines, Little Upside

Barron's Online - Big Machines, Little Upside

Wednesday, April 06, 2005 

Good description of Sungard situation ... Sounds positive for the deal's completion

A Mixed Bag for SunGard Investors

Tuesday, April 05, 2005 

TheDeal.com - Tips of the LBO iceberg...comments on global LBO momentum

TheDeal.com - Tips of the LBO iceberg

 

Deal diary...Face time for the people involved, but a good description of SDS process

TheDeal.com - Deal diary

Monday, April 04, 2005 

WSJ.com - Western States to Back Plan To Ease Power Crunch

WSJ.com - Western States to Back Plan To Ease Power Crunch

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