l**********o
发帖数: 1573 | 1 http://www.forbes.com/fdc/welcome_mjx.shtml
Ackman’s Pershing Square hedge fund is the biggest shareholder. He
reportedly threatened the board, on which he himself sits, that he would
sell Pershing Square’s 18% stake in the company if it did not quickly
replace CEO Myron “Mike” Ullman. Ackman made his campaign against Ullman
public as a letter he sent to the board demanding that Ullman be replaced
soon found its way to CNBC. Ullman was brought back to J.C. Penney in the
spring to help deal with the problems that hit the retailer while it was
being run by Ron Johnson, a former Apple AAPL -1.42% executive who Ackman
brought to J.C. Penney as Ullman was being pushed aside.
阿克曼威胁董事会要卖JCP18%的股份！ | l**********o
发帖数: 1573 | 2 Ackman has taken on strong forces before and won, especially when he
profitably shorted MBIA. But Ackman is again putting his credibility on the
line. The stakes are big because his hedge fund charges rich fees, but is
only up 4% his year while the U.S. stock market is having a great year and
is up 20%. He is making serious accusations against the likes of Soros Fund
Management and Herbalife, in a constant state of war with Icahn, and now is
engaged in a nasty public battle with J.C. Penney’s board.
阿克曼把自己当吕布了
像周鸿祎一样同时和几个大佬一起开战 | l********i
发帖数: 2503 | | f****r
发帖数: 5118 | 4 这场更换ceo的闹剧一旦结束，股价会立刻恢复到 $17,再以后，就看earning了 | D*********t
发帖数: 5748 | 5 he did the same thing with RIG....
but, RIG beat him..
the
Fund
is
【在 l**********o 的大作中提到】
: Ackman has taken on strong forces before and won, especially when he
: profitably shorted MBIA. But Ackman is again putting his credibility on the
: line. The stakes are big because his hedge fund charges rich fees, but is
: only up 4% his year while the U.S. stock market is having a great year and
: is up 20%. He is making serious accusations against the likes of Soros Fund
: Management and Herbalife, in a constant state of war with Icahn, and now is
: engaged in a nasty public battle with J.C. Penney’s board.
: 阿克曼把自己当吕布了
: 像周鸿祎一样同时和几个大佬一起开战
| g*q
发帖数: 26623 | 6 卖了才好.卖得越狠,捞底的赚头越大,如果JCP还能活过来的话. | d**********r
发帖数: 24123 | 7 RIG 有 ichann 这个老家伙吧
【在 D*********t 的大作中提到】
: he did the same thing with RIG....
: but, RIG beat him..
:
: the
: Fund
: is
| g*q
发帖数: 26623 | 8 这篇文章把Ackman跟JCP的恩怨讲得比较清楚
http://www.thestreet.com/story/12005204/1/the-fall-and-fall-of-
Ackman 11年高价买入JCP 18%股份,当时JCP已经有点衰了(主要可能是因为下面有KSS,
上面有M,再加上网络),但是至少business as usual.
Ackman想发大的,想根本改变JCP的模式,于是钦点Ron Johnson做CEO,开始胡搞.结果把
JCP搞废了.JCP只好把被ackman搞掉的前CEO Ulman请回来.
同期Ackman在HLF做空亏大了.JCP这个亏空当然也不得了.所以Ackman急于翻本,对Ulman
这种"恢复JCP的business"的搞法很不满,于是要Ulman走人. |
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