News & Views
The Numbers Don’t Lie: Interpreting the Brookfield Business Partner’s (NYSE: BBU) Offer for Teekay Offshore (NYSE:TOO)
JDP presents a conservative valuation of Teekay Offshore that demonstrates at least $4 per unit in value or 280% higher than BBU’s bid for the balance of the company it does not own. View PDF →
JDP gathers the support of several dozen Teekay Offshore stakeholders in a letter to the Special Committee to reject the Brookfield Business Partner's (NYSE: BBU) unacceptable offer of $1.05 per unit to acquire the remaining ~23% of Teekay Offshore that it does not...
Partners Fund | Harvard Club of New York City Update to our January 2018 presentation on Teekay Offshore. Updates include our views on GAAP cash flow vs. EBITDA, perspective on TOO's business model as a lease-finance company, and Brookfield's longer term path to...
Sitestar Corporation Announces the Appointment of Jeremy Deal as a Director.
Best Ideas 2018, MOI Global
Jeremy Deal and Seth Lowry selected for a live presentation on the merger of Teekay Offshore and Brookfield Business Partners
CFA Society, Zurich and Geneva
Stop trying to trade the market: How do professional investors identify the next decade’s Survivors and Thrivers without swinging for the fences?
John Mihaljevic interviews Jeremy Deal about JDP’s research around the inherent risk of underperformance in companies where paying a dividend is the primary priority. Serving the “Dividend Masters” greatly increases the odds of underperforming over time.
Jeremy Deal and Seth Lowry talk with students at London Business School.
Jeremy Deal and Seth Lowry contribute a chapter in the book: How to Profit from Special Situations in the Stock Market by Maurece Schiller, a reprint of the original 1959 classic, updated by Tom Jacobs and re-released in December 2017.
Jeremy Deal interviews Jess Ravich about the unique private equity-like structure and culture of his ALJ Regional Holdings (NASDAQ:ALJJ).
Presentation on the data center REIT CyrusOne (NASDAQ:CONE). Jeremy Deal discusses how undervalued CONE is today and why the company’s transition is misunderstood.
Jeremy Deal comments on Warren Buffett’s 50th annual letter to Berkshire Hathaway shareholders.
Jeremy Deal speaks on distressed investing. Take a deeper look.