Ertan Enginalev

@labboudles Mix of everything: Debt stories at private holding level, retail outlet business vs corona impact, not insignificant shareholder support for Amber proposed board members, low probability of Bolloré just a passive value investor.

@ErtanEnginalev @FinancialTimes headwinds for the biz or with the new shareholders, Vivendi etc?

Lagardère fends off Amber Capital’s bid to replace board ft.com/content/fdc398… via @financialtimes

Had a great chat with Ronald Orol on @TheDealNewsroom’s Activist Investing Today podcast. Have a listen.

Kicking off the #CorpGov Conference, first panel will discuss how American activists operate differently from EU insurgents @rorol @wsdcapital @MandGCareers @KekstCNC @Georgeson_US

All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident.

Value of perspective vs information. In today's big data world, information alone is no longer the currency it once was. In fact, the right perspective is more valuable than the right information because without the right perspective, you will not arrive at the right conclusion.

@KatiaPorzo No was in Europe which in scheme of things is probably a bigger negative. Perhaps there are many more that got hit hard.

That Uber driver sounds familiar. twitter.com/ErtanEnginalev… twitter.com/KatiaPorzo/sta…

@SRuhle @SimoneFoxman As to "Mom & pop don’t short vol".. Met an Uber driver once who did. He said something like "its as easy as printing money." We needed regulation back in 2007. Probably will still be waiting in 2027.

Aunt Mary has assets valued at $370,000 and no debt. If she were to invest her entire net worth in Bitcoin today (excl. her monthly income), what's the expected value of her investment in five years? #AuntMarysRiskyPortfolioStrategy

In a bidding war, the real winner is rarely the winning bidder.

Prediction for 2026: - Microsoft will still be #3 - Amazon will have moved up - Apple will no longer be part of top five twitter.com/darcyday/statu…

"We must take sides. Neutrality helps the oppressor, never the victim. Silence encourages the tormentor, never the tormented." - Elie Wiesel

@sarahfrier Snapchat will feel squeeze but seems quite a number of Instagram Stories are still re-posts from Snapchat vs native Instagram.

My advice, start keeping a journal. #ButWaitItGetsWorse 2/2

Three years from now, many people will find themselves living in a world they no longer recognize & wonder how did we get here so fast. 1/2

Been asked to comment on Akfen and role in buyout. Prefer to let the results tell the story wsd.li/activism

The Brokaw Act And Why Congress Targets Activist Investors - @ErtanEnginalev buff.ly/22Lc1MB #hedgefunds

@wsjemre Indeed but mainly driven by flight to safety rather than yield. Long term foreign capital ready to invest pending election outcome.