NYU Stern eValuation Newsletter: Spring 2017

The spring 2017 edition of NYU Stern's Investment Management and Research Society's latest newsletter eValuation has been released.  This issue focuses on investing in a changing world.

It features interviews with J. Daniel Plants of Voce Capital, Blu Putnam of CME Group, Roderick Wong of RTW Investments, Professor Paul Wachtel of NYU Stern, and Professor Vasant Dhar of NYU Stern.

The issue also includes investment pitches from students, including: long American Railcar (ARII) and long Lending Club (LC).

Embedded below is the latest issue of NYU Stern's eValuation newsletter:



For other MBA student investment newsletters, we've also posted up the recent newsletter from Columbia Business School as well.

Carl Icahn Files Amended 13D on Greenbrier: American Railcar Makes Bid

Carl Icahn just filed an amended 13D with the SEC on Greenbrier Companies (GBX).  Per the filing, another company Icahn is involved with, American Railcar (ARII), made a $20 per share in cash offer for Greenbrier (GBX). 

Icahn just recently established his new position in Greenbrier.  The Q3 issue of our Hedge Fund Wisdom newsletter drew attention to this last month and postulated that he had plans for the two companies (as both are involved in railroad freight car equipment). 

And now we see that ARII (with Icahn as its top investor) has made a bid for GBX.  Shares of GBX are now trading at a slight premium to this offer.