Topic Archives: Jeff Ubben

I spent the day on Tuesday at the Delivering Alpha conference, which is hosted by CNBC and Institutional Investor — it’s not the kind of confab that includes “secret” or special ideas that you can’t hear about elsewhere (it’s hosted by CNBC, after all, and they broadcast from the conference all day), but it’s an […]

Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage and he keeps his own money in the fund, so he is very, very careful. And he defines value, which most people […]

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    Anyone know of any data center REITs that have an exposure to Myanmar? (http://www.datacenterdynamics.com/content-trac...

  • arch1

    Myanmar? Thailand? I would guess Siam....

  • Travis Johnson, Stock Gumshoe

    I'd quibble and say I haven't "promoted" TTF, which is a closed-end Thai fund, but I have mentioned it as a play on all ...

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    Nice to hear from Myanmar. I just rece'd notice from the Treasury Department that as of July 11th, the sanctions have b...

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