While I am nowhere in the same league as the geniuses at ValueAct Capital Management, I must admit that I did spend the majority of last Friday smiling upon reading the news that a fund associated with ValueAct Capital Management Continue reading
Could this be the start of consolidation in the mining equipment industry? Continue reading
I’m glad to be back after a six month hiatus. Look out for more analysis and stock picks. In the meantime, I have updated the “My Scorecard” page to track how my picks have been doing.