Saturday, December 20, 2014
Monday, December 1, 2014
Bill Ackman's Pershing Square is out with their Q3 2014 letter to investors. Due to a well timed bet in Allergan they are up 35% net YTD. In the letter they talk about their position in Allergan (AGN), Canadian Pacific (CP), Air Products and Chemicals (ADP), etc. Enjoy.
Monday, November 3, 2014
Monday, October 27, 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: