Marketfolly recently posted a talk with The Baupost Group’s Seth Klarman from 2009, which some may remember as quite an interesting time in the markets. Mr. Klarman is considered one of the ‘great’ value investors and his words and writings are devoured by both aspiring and professional investors alike. The talk hits on a number of interesting areas (and… Read More »
Alliance Techsystems (ATK) is set to complete its merger with Orbital Sciences (ORB) today and just prior to the combination, the company will spinoff its outdoor sports segment, Vista Outdoors, in a tax free transaction. The new company will trade on the NYSE under the ticker ‘VSTO’ and ATK shareholders will receive 2 share of VSTO for every… Read More »
NovaGold(NG) has a great story. It owns a 50% interest in the Donlin Gold project in Alaska, which a recent feasibility study projects can average 1.5 million ounces of production at $409/oz for the first 5 years, as well as two other major prospects. It has a market cap of over $2 billion. It counts George Soros, John… Read More »