Category Archives: Trading Idea

Trading Idea: Shorting Private Equity IPOs

There has been a trend recently that when private equity firms take one of their portfolio companies public, they pay themselves a huge dividend before the IPO. Burger King is one example: a $367 million dividend was paid out to … Continue reading

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Trading Idea: Japan Turnaround

Executive Summary As of late 2006, it looks like Japan has finally put together a sustained recovery. It should benefit from economic reform and continued growth in Asia. 2006 was a sub-par year for Japanese equities, but by year-end they … Continue reading

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