Buffett's New Occidental Purchases Set Up Icahn Fight
In this week's Bloomberg Intelligence Radio podcast, analyst Sarah Jane Mahmud explains the continued tumult in investment research that MiFID rules are causing. Chris Perrella reviews his against-consensus call that lithium prices may see a bottom later this year. Matt Palazola says Warren Buffett's Berkshire Hathaway may be setting up a proxy fight with Carl Icahn over Occidental Petroleum. Anand Srinivasan gives his state of play for server sales, and lays out the effects of the coronavirus on chips and hardware. The head of BI, David Dwyer, looks at the impact -- not too bad so far -- of the virus on stocks. The BI Radio show podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and IPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.
Feb 21, 2020