Blogs about IRR - Stockpickr! Your Source for Stock Ideas

Blogs about IRR

Blogs	Description	Date Updated
Notes From The Fifth Annual Value Investing Congress Day 1	David Nierenberg, Founder, D3 Family FundsD3 War Stories: Practical Lessons About Building and Protecting Shareholder Value by Improving Corporate GovernanceDavid Nierenberg, who has appeared at several other VIC’s including Pasadena this past May, led off the first day of the Congress. Nierenberg’s typically invest in busted microcap growth companies. His average holding period is 7 years, and there is 5 year lockup for investors. The focus of this presentation was the importance of co...	October 21, 2009
Re-designing the Wall Street Trader Compensation Model	The recent flap over Phibro's Andrew Hall and his $100 million+ compensation package makes for good headlines, but fails to get at the essence of the real problem: the manner in which Wall Street trader compensation is calculated and disbursed. But even more importantly, the talk of nullifying or modifying his contract simply because neither Citigroup nor the US Government like it brings with it dark and threatening implications. If contracts entered into legally and without prejudice are all of...	July 26, 2009
Re-designing the Wall Street Trader Compensation Model	The recent flap over Phibro's Andrew Hall and his $100 million+ compensation package makes for good headlines, but fails to get at the essence of the real problem: the manner in which Wall Street trader compensation is calculated and disbursed. But even more importantly, the talk of nullifying or modifying his contract simply because neither Citigroup nor the US Government like it brings with it dark and threatening implications. If contracts entered into legally and without prejudice are a...	July 26, 2009
On a Crash Course With the Rule of Law	As noted in my post on the invariable failure of the Treasury's PPIP initiative, it is impossible to coax liquidity from the sidelines if asset owners are unwilling to trade at a price approximating market value. In this case, banks perceive themselves to own a valuation call option, one where they hope time will boost asset values such that underwater (at least on a mark-to-market basis) securities have time to recover. While this is a negative approach supported by weak and ineffectual ac...	May 03, 2009
On a Crash Course With the Rule of Law	As noted in my post on the invariable failure of the Treasury's PPIP initiative, it is impossible to coax liquidity from the sidelines if asset owners are unwilling to trade at a price approximating market value. In this case, banks perceive themselves to own a valuation call option, one where they hope time will boost asset values such that underwater (at least on a mark-to-market basis) securities have time to recover. While this is a negative approach supported by weak and ineffectual account...	May 03, 2009
Special Situations Real Money Portfolio January 2009 Update	The Special Situations Real Money Portfolio kicked off 2009 with a slow start. The ending balance on January 30, 2009 was $17,085.50. This is down 7.93% from where it was at the end of December. You would think that I would be concerned with that poor performance, but I am not. I have several great special situations that are still working themselves out. In fact, just yesterday Meadow Valley Corp. (MVCO) announced the completion of its going private transaction. Shares of MVCO jumped 74.73% aft...	February 03, 2009
Obama pick follow-up: StemCell bouncing higher	Filed under: Major movement, Good news, Obama Picks, StemCells Inc. (STEM), Best Stocks for 2009During the past few months my colleagues and I have been pondering what, if any, stocks might do well during an Obama administration. I posted Obama Pick: StemCells Inc. about 10 weeks ago, and so far the stock is up today (with almost everything else down) StemCell (NASDAQ: STEM) and continues to look promising.The closing price of this small cap stock on the day of the report was $1.58. It is a vola...	January 23, 2009
Apollo Management: Weak results and ... weak IPO?	Filed under: Earnings reports, Private equity, Initial public offeringsGSTrue, which is operated by Goldman Sachs (NYSE: GS), is a new-fangled marketplace to trade privately-held interests. One of its high-profile listings is Apollo Management LP., a top-tier private equity firm. Unfortunately, the shares have lost more than 40% over the past year. Of course, this has been the treatment for many other private equity players because of the severe credit crunch. According to the latest quarterly...	August 15, 2008
Mean Street: KKR’s Henry Kravis Visits the Business Shrink	Life’s transitions often call for a little time on the psychiatrists couch. KKRs recent announcement that it would seek a back door listing on the New York Stock Exchange marks a big change for Henry Kravis and KKR. It’s drawn the inevitable comparison with the Blackstone Group. Kravis vs. Schwarzman. The going public battle of the private equity kings. But thats not whats actually going on. KKRs move seems more like an identity crisis. Faced with the decline of its core ...	August 01, 2008
Company Uncovered: Commtouch (Nasdaq: CTCH)	An interview with Commtouch (CTCH) was featured as part of our new subscription newsletter, Israel Opportunity Investor. You can find out more about the company and the opportunities we cover at www.israelnewsletter.com **************************************** Can you tell us a bit about Commtouch (CTCH)? Gideon Mantel, CEO: Your timing is fantastic, by the way. Small-cap Israeli stocks have been hammered over the past 9 months. With the shekel appreciation, funds in the states lost money jus...	July 21, 2008