Category Archive

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

During his recent presentation at Faena Forum, Nelson Peltz discussed the first thing you do as an activist investor. Here’s an excerpt from the presentation: Peltz: Our formula at Trian, and the formula that we invest is something I learned from my father who sold produce, and it’s on every … Read More

In his recent interview with David Ruubenstein, Nelson Peltz discussed the biggest mistake that investors make. Here’s an excerpt from the interview: “I think they lose sight of their own common sense, their own judgment, and start to get swept up in a tide of euphoria. I think that’s what … Read More