Relative Value: SELL/SHORT NOVARTIS (possible long hedge with Glaxo) 7Aug14 Download RV_Novartis_140806_docx.pdf
"Love can sometimes be magic. But magic can sometimes... just be an illusion" 7Aug14 Download Makor_Morning_7Aug14.pdf
NQ Mobile RARe: Bison makes a $9.80 proposal for NQ 6Aug14 Download NQ_RARe_5_Aug_2014.pdf Download Generic_infofile.pdf
Top Trading Ideas: CLOSE THE SOFTBANK SHORT HEDGE VS. YAHOO 6Aug14 Download TopTradingIdeas_66_yhoo9984close_140805_docx.pdf
Special situations: cheap voting rights - set-up CMCSA/K; DISCA/K; LMCA/K 6Aug14 Download spesit_AvsK_140805.pdf
Special Situations: Vivendi - SELL - small discount/better opportunities elsewhere 5Aug14 Download Spesits_VIV_140805_docx.pdf
Special Situations/RARe: Sky Deutschland and opportunities in the Euro cable sector 5Aug14 Download Spesits_bsydeurocable_140805_docx.pdf
Top Trading Ideas - Back to Euro luxury pairs: Short Kering / long the rest 5Aug14 Download TopTradingIdeas74_luxury_140804_docx.pdf