News & Press
Jim Osman, the founder of The Edge Group, thinks about investing differently than most. He’s a pure-blooded contrarian.
“If people are all going right down the line, I might hang a left,” he said in an exclusive interview with Business Insider. “I just don’t go with the crowd on stuff. More often, I’ve found that pays off.”
Osman, who is set to publish a book detailing his strategy this spring, made a name for himself sniffing out opportunities that have mostly gone overlooked. He’s what you would call a “special-situations” investor. Circumstances like corporate restructurings, insider buying, recapitalization, managerial incentives, and spin-offs top his list of attractive opportunities.
The Edge CEO Jim Osman was recently interviewed by ValueWalk’s Raul Panganiban on his outlook on Special Situations Investing. In addition to his views on the markets and how special situations are value creators, Jim also provides excerpts from his forthcoming book on investing in the space. Take a listen on the link below to hear how investors can benefit from looking for ideas in the space.
Value investing is dead and The Edge Group is predicting the Catalyst Space as the new trend for 2020. The Edge Group LLC, the global leader in Catalyst, Special Situations and Spinoff research, has acquired substantially all of the assets of WhiteSand Research LLC, offering money managers even greater access to unique market intelligence in the niche Catalyst, Special Situations and Spinoff space.
Amazon is in a prime position to make a bid for eBay in 2020 (and can afford to do so in cash) after a decade which saw the departure of two CEO’s forced out by activist giants. According to analysis of potential synergies from The Edge, eBay has had more than its fair share of outsider intervention since it bought PayPal in August 2002 for $1.5 billion.
This may be the best opportunity Amazon has to takeover its longstanding online competitor.
There’s a potential stock crisis brewing that could offer up a nightmare before Christmas, despite historic US spending records on Black Friday and Cyber Monday. That’s according to The Edge after their analysis of retail sales over Black Friday and Cyber Monday confirmed the polarization of high-end and low-end retailers. All eyes will be on the major retail stocks as investors tentatively creep toward Christmas Eve trading following last year’s crash.
The poor performance of recent spinoffs is creating an overly negative sentiment around any such deals, fund managers say.
Spinoffs have missed out on the broader market rally during the second half of 2019. But The Edge Consulting Group, a research firm that specializes in spinoffs, said there are still opportunities to go long. On Thursday, investors were pitched situations ranging from U.S. retail to European media stocks at an event hosted by the research firm as a benefit for The Alzheimer’s Association.
Both former CEO’s of General Electric Co. (NYSE: GE) should pay back their combined half-a-billion severance packages to restore their reputations. Jack Welsh was awarded $417 million dollars when he parachuted out of the company in 2001 and Jeff Immelt should do the same with the $211 million he took in 2017.
So says The Edge, stating that the 130-year-old GE is as close to collapse as ever thanks to the legacy of systemic weakness left by 83-year-old Welch and his 63-year-old successor Immelt.
Controversial fugitive John McAfee has launched an astonishing attack on Facebook’s planned cryptocurrency Libra by blasting it as an “abomination,” and he says it will give CEO Mark Zuckerberg never-before-seen domination over its users.
McAfee, 74, who claims he’s on the run from the CIA, spoke exclusively to The Edge from his undisclosed hiding spot about his beta McAfeeDEX decentralized exchange. He insisted he is capable of thwarting authorities’ attempts to find him using a makeshift Faraday Cage made up of things like tinfoil to block electromagnetic fields, and he said digital currencies will replace traditional currencies in a decade.
Bed Bath & Beyond Investors Set For Infinity As Activist Says Market Undervalues Company By Billions
The Beverly Hills-based activist who is spearheading the turnaround of Bed Bath & Beyond, Inc. (NASDAQ: BBBY) says investors can expect new highs as his plan to reinvigorate the struggling retailer gathers pace.
Christopher S. Kiper, 48, co-founder and managing director of seven year-old Legion Partners who previously worked for the Disney family’s Shamrock Capital Advisors, is convinced the true value of the stock has yet to bear fruit.
With its 75th birthday right around the corner in January, Mattel, Inc. (NASDAQ: MAT) faces one of the biggest crises of its life in a perfect storm that could spell game-over if a recession bites. The company, which unleashed the iconic Barbie brand to the world 60 years ago, is struggling with its $3 billion debt and is facing a probe as to whether it violated federal securities laws.
It has lost two-thirds of its value over the past three years and has a mountain of trouble as it tries to turn itself around with rapidly declining sales, operating losses, high-profile executive departures, and losing $531 million on sales of $4.5 billion last year. If hedge funds, who are by far the biggest investors, pull out amid the propagation of recession fears, MAT’s stock could go to zero, says The Edge (who source underperforming companies for activist involvement, Special Situations and Spinoffs).