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Monday, September 1, 2014

Anonymous Analytics - Tianhe Chemicals Group

Anonymous Analytics released a scathing report of Tianhe Chemicals Group (1619). They basically say the revenue is vastly overstated and that it is a large fraud. Enjoy reading their analysis:

Tianhe-pdf (1)

Monday, August 18, 2014

John Burbank of Passport Capital on Bloomberg

John Burbank the founder and portfolio manager of Passport Capital was recently on Bloomberg TV sharing his thoughts on the market and how he thinks there could be another 1987 type crash. Enjoy:

Wednesday, August 13, 2014

Pershing Square Capital Q2 2014 Letter to Investors

Pershing Square Capital is out with their Q2 letter to investors. They have had quire the year, and soon you can participate too as Bill Ackman is taking public his hedge fund. Read on to learn more:

Pershing Square Q2 Letter

Sunday, July 27, 2014

Greenlight Capital Q2 2014 Letter to Investors

David Einhorn's Greenlight Capital is out with their Q2 letter to investors. In the letter they reveal they are up 6.4% YTD. They reveal a new position in Lam Research (LRCX). Enjoy:


Saturday, July 19, 2014

Nelson Peltz at Delivering Alpha

Nelson Peltz gave a talk at CNBC's delivering alpha conference. At the conference he shared his thoughts on his current activist campaign at Pepsi. Enjoy: