Below please enjoy the Greenstone Value Opportunities Fund 2010 Annual letter.
December 2010 (1)
This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, February 28, 2011
Thursday, February 24, 2011
Friday, February 18, 2011
Graham and Doddsville Winter 2010
Below please find the Graham and Doddsville Winter 2010 issue. I always enjoy reading these, the students at Columbia have done a fine job putting these together.
Enjoy.
GDNewsletterWinter2011
Enjoy.
GDNewsletterWinter2011
Wednesday, February 16, 2011
Kyle Bass Q4 Letter - Hayman Capital
Attached please find the latest and greatest out of Kyle Bass. As usual it is fairly interesting stuff.
Enjoy.
Hayman Capital Management - 2-14-11
Enjoy.
Hayman Capital Management - 2-14-11
Friday, February 11, 2011
T2 Partners - Whitney Tilson - Why we covered our Netflix (NFLX) short
Late last year I posted T2 Partners' thesis on why they were short Netflix. It appears that the pain of a high-flyer was too much. They have now disclosed that they have covered the short. Read more below to find out why.
T2 Partners - Why we covered our NFLX short_2-9-11
T2 Partners - Why we covered our NFLX short_2-9-11
Thursday, February 10, 2011
Wednesday, February 9, 2011
Third Point 2010 Letter
Below please find Third Point Capital's and Dan Loeb's thoughts on the market, paper, and everything in between. Enjoy.
Third Point Capital - 2-7-11
Third Point Capital - 2-7-11
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