182 documents showing 181–182
Date
Fund
Target
Thesis
Scores
Jun 17, 2002
Greenlight Capital
Allied Capital
ALD
Greenlight argues Allied Capital overstates NAV by mismarking illiquid BDC loans and funds its dividend with non-cash PIK income and fees from Enron-Raptor-style controlled subsidiaries.
N5
V1
—
Oasis Management
Kao Corporation
4452.JP
Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.
N5
V4