Tuesday review - part 2

I should have mentioned this piece from the Financial Times - http://www.ft.com/cms/s/0/3a26241c-81b0-11e5-8095-ed1a37d1e096.html#axzz3qQcDFYoP - in my earlier post.

It's bit of "old" news (the fact that Pfizer approached GlaxoSmithKline before Allergan) that hadn't made into the public domain. But as it has been shown here on little old Betaville, "old" news can often become "new" news, so in the right circumstances is definitely worth reporting. Hat tip, then, to the raft of FT hacks who discovered the "old" news.

Woodford said to be increasing his stake in Allied Minds - part 3

I see uber fund manager Neil Woodford, of Woodford Investment Management, has increased his stake in FTSE 250-listed Allied Minds to 28.03pc - as predicted/suggested by little old Betaville a few weeks ago.

Here is a link to this morning's RNS statement -

Woodford said to be increasing his stake in Allied Minds; squeaky bum time for short sellers?

Here is an interesting tale about Allied Minds, a UK-listed business that recently came under attack from short sellers Kerrisdale Capital, a New York-based hedge fund.

In case you don't remember the back story, have a look at this FT Alphaville article: