Posts by: Steve Birenberg
As 2006 draws to a close and a new year begins, I thought it would be appropriate to provide a brief update on the positions held in almost all Northlake-managed…
In hindsight, it appears that some of December's weakenss in Apple shares (down about 10% prior to today's open) was due to speculation about developments in the options back dating…
McClatchy (MNI) announced it was selling the Minneapolis Star Tribune to a private equity outfit for $530 million. MNI will also receive a $160 million tax benefit on the sale.…
The point of my post about the Forrester report on Apple's iTunes sales was not really to discuss AAPL. Instead, I was trying to point out how the type of…
Leaving aside the debate concerning why Apple Computer (AAPL) shares have been acting so poorly and whether it is deserved, I think it is fair to say that the Forrester…
There is no doubt that flood of money into private equity funds and the subsequent investment of these funds in buyouts of public corporations has contributed greatly to the 2006…
I don’t want to pick a fight with Jim Cramer and Doug Kass, my fellow contributors at theStreet.com's family of websites, but they are exaggerating the issues in DVD sales.…
Endeavor Acquisition Corporation (EDA) submitted an SEC filing yesterday with lots of details about its acquisition of American Apparel. Most importantly, the company provided historical and projected revenue and EBITDA…
Following the news that American Apparel is being purchased by Endeavor Acquisition Corp. (EDA), I decided to take a small position in EDA for client accounts. EDA is a blank-check…
Bernstein Research was out yesterday with a really interesting piece of research noting the dichotomy between the poor ratings performance of the major broadcast television networks this season and the…
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