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Strategies & Market Trends : Value Investing
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To: richardred who wrote (60970)7/3/2018 5:57:20 PM
From: Spekulatius  Read Replies (1) of 78465
 
Re Campbell - I am not sure there is much value to unlock and I sure hope that BRK isn’t buying this slowly sinking ship. Loeb is also playing the activist with Nestle, but his stake is tiny - $3B is only a bit more than 1%. His moves as of late leave me a bit baffled (Nestle, UTX, HON. CPB). the former three are fairly well managed companies, the latter in my opinion is actually overvalued.

In the meantime, his own reinsurance company looks like it needs a healthy dose of activism, it’s been flat since 2013:
finance.yahoo.com
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