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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

Wednesday, February 16, 2011

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

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