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Thursday, October 9, 2014

Carson Block Presentation at Baruch

Below please find a video recording of the presentation that Carson Block of Muddy Waters gave on shorting at Baruch College.

Monday, October 6, 2014

Kerrisdale Capital Presentation on GSAT

Kerrisdale Capital today came out with their short thesis on Globalstar (GSAT) arguing that the spectrum is worthless and that the company is a zero. Enjoy:

Kerrisdale Capital - GSAT - 2014.10.06 (Presentation)

Thursday, October 2, 2014

Bruce Berkowitz on WealthTrack

Bruce Berkowitz of the Fairholme Capital Management recently came on to Consuela Mack's Wealth Track. He explains why nearly 80% of his portfolio is in four financial stocks shunned by most investors (AIG, FNMA, BAC, and FMCC). Quite enjoyable as always:

David Tepper on Bloomberg TV

David Tepper was on Bloomberg TV today. He was talking about the bond bubble, how you can't fight Draghi, and how he finds certain stocks interesting. Enjoy.

Wednesday, September 17, 2014

Starboard's Darden Presentation

Starboard released a tome of a presentation on Darden (DRI). They go into incredible depth arguing that breadsticks should be limited at Olive Garden and not using salt in pasta water would prolong the pots useful life. While I am not sure if length of presentation has any correlation with investment returns they are sure putting that to the test on this one. Enjoy:

Starboard Value Transforming Darden

Tuesday, September 9, 2014

Jeff Gundlach Presentation - Fixed Income Playbook

The founder and CEO of DoubleLine Funds - Jeff Gundlach had a call today to share his thoughts on the fixed income market. As always he produced a lengthy presentation full of good macro stats. Enjoy:

Gundlach Fixed Income Playbook

Whitney Tilson's Presentation from the 2014 Fall Value Investing Congress

Here is Whitney Tilson's presentation from the 2014 Fall Value Investing Congress. In the presentation he discusses his thoughts on shorting as well as two past short ideas: K12 (LRN) and Lumber Liquidators (LL) and his current favorite: Exact Sciences (EXAS). Enjoy.

My Favorite Idea WhitneyTilson ValueInvestingCongress 9-9-14