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Monday, November 3, 2014

Julian Robertson on Bloomberg TV Part 3

Julian Robertson continues his segment on Bloomberg TV talking about the Bank of Japan's monetary policy and how he thinks that will impact global currency.

Julian Robertson on Bloomberg TV Part 2

Julian Robertson continued his recent interview on Bloomberg TV talking about the state of the hedge fund business:

Julian Robertson on Bloomberg Part 1

Julian Robertson was on Bloomberg recently talking about his belief that currency was a good area to be investing right now. He then touched on the large bond bubble that was brought on by the interest rate policies.

Monday, October 27, 2014

Graham & Doddsville Fall 2014

Columbia Business School is out with their latest issue of Graham and Doddsville. In this issue they interview Wally Weitz, Guy Gottfried, and the team from Development Capital Partners. In addition there are two student write ups: a short on B&M European Value Retail SA (LON: BME) and a long on Countrywide, Plc. (LON: CWD). Enjoy:

Graham & Doddsville Fall 2014

Wednesday, October 22, 2014

Third Point Capital's Q3'14 Letter to Investors

Dan Loeb's Third Point Capital is out with their Q3 2014 letter to investors. In the letter they discuss Amgen (which Loeb spoke at the Robin Hood Investor Conference about), EBAY, and Alibaba (BABA). They also exited Sony in the quarter. YTD Third Point is up 6%.

Third Point Q3 2014 Investor Letter TPOI

Tuesday, October 21, 2014

Nathaniel August - short WWE and long FIG

Nathaniel August of Mangrove Partners was presenting at the Robin Hood Investor Conference where he shared his short pitch on Mesoblast (ASX:MSB) and then went on CNBC to talk about why he was short WWE and long FIG:

David Einhorn on CNBC - Short ATHN

David Einhorn was presenting at the Robin Hood Conference this week. He made an appearance on CNBC to share his updated thoughts on Athena Health (ATHN) and bubbles overall.