Search This Blog

Loading...

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)

Corvex Capital - Robin Hood Presentation

Keith Meister of Corvex Capital presented at the Robin Hood Investor Conference today. He presented a long idea on Crown Castle International (CCI) and why he thought it could be worth 25% to 60% above the recent price. Presentation is below. Enjoy:

Corvex Management 2014 Robin Hood Investment Conference Presentation