Latest Insights on ALB
An Update on Third Point Reinsurance December 6, 2017 Pivotal Point Trader Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]
Stock Buybacks Destroy Corporations October 9, 2017 Stocks Government isn’t the only thing that can destroy value. Private enterprise can do that perfectly well too.
Hate Speech: A Fundamental American Right September 27, 2017 Government & Politics The chief user of free speech (albeit in constant Twitter chatter) is a far greater threat to free speech than anything happening on college campuses.
Stealing From Taxpayers Won’t Help Harvey Victims August 31, 2017 U.S. Economy While the flooding in Texas deserves our attention, there is a dangerous analogous threat: the perfect storm brewing within the U.S. financial system.
Netflix Tops 100 Million Subscribers … But Can Its Spending Spree Continue? July 19, 2017 Investment Opportunities Netflix is on pace to spend about $13 billion over the next three years. That’s more than the annual gross domestic product of some countries.





