I haven't written in a while because I have been working on an analysis of spin-off opportunities per a previous post. I have decided to delve a bit deeper into CDK Global (CDK), in which there has been a lot of activist interest lately. The CDK Global piece should come out in a couple weeks. In the meantime, some reading piquing my interest this long weekend.
- As craft beer continues to grow, Budweiser rejiggers marketing strategy - WSJ
- The wonderful little business that is Henry Schein, Inc. - Fortune
- Falling Crop prices leading to decline in Deere sales - WSJ
- Scuttlebutt deep dive on what is going on with oil:
- OPEC holds production unchanged - NYTimes
- Great chart - Members of OPEC and their oil output (scroll to bottom) - Daily Mail
- US hasn't produced this much oil since 1986 (the US Shale oil boom) - Vox
- Predictions of $60/barrel oil by OPEC's next meeting - Bloomberg
- Oil Price War and the geo-political implications - Vox
- Activist investors get more active and CEOs have to deal - WSJ
- Can McDonald's get its Mojo back? - Fortune
Also, a great reading list for Investors:
- Best Books for Investors from Jason Zweig - WSJ
- While you're at it, don't forget to check out the Scuttlebutt reading list