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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.

David Einhorn on CNBC - Long SUNE

David Einhorn presented at the Robin Hood investor conference where he discussed why he was long Sun Edison (SUNE). Enjoy:

David Einhorn on CNBC - Finding Opportunities in the Market

David Einhorn was on CNBC as part of his appearance at the Robin Hood Conference where he talked about where he is finding opportunities in the market. Enjoy:

David Einhorn - Long Apple

David Einhorn was on CNBC discussing why he was long Apple (AAPL)