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Thursday, November 28, 2013

Mohnish Pabrai video on Compounding

Mohnish Pabrai is out with another video.  This time it was at a presentation given at a Indian Business School.  He discloses that he has compounded at 26% net since the inception of his funds.  Enjoy:

Mohnish Pabrai Indian School of Business Compounding Presentation from mohnish pabrai on Vimeo.

Monday, November 25, 2013

Bill Ackman's Presentation from the Robin Hood Investors Conference on HLF

Bill Ackman and his Pershing Square Capital published the presentation he recently gave at the Robin Hood Investor Conference updating the market with his thoughts on Herbalife (HLF).  Enjoy:

Sunday, November 24, 2013

Kyle Bass at University of Virginia Investing Conference talking Energy

Kyle Bass was the moderator of the energy panel at the recent University of Virginia Investing Conference.  He talks about oil & gas, infrastructure, supply & demand, and future growth with Wil VanLoh, Jody LaNasa and Michael Watzky. Enjoy:

Whitney Tilson - Kase Capital Presentation on Lumber Liquidators (LL)

Below please find Whitney Tilson's presentation he gave at the recent Robin Hood Investor conference on shorting Lumber Liquidators (LL).  Enjoy:

Saturday, November 23, 2013

Stanley Druckenmiller on Bloomberg

Stanley Druckemiller was recently on Bloomberg tv discussing his presentation at the Robin Hood Investor Conference.  He talks about why he is short IBM and how he thinks its one of the most compelling shorts out there right now.

Friday, November 22, 2013

Larry Robbins on CNBC

Larry Robbins on CNBC and why he thinks the multiples in the market will continue to expand and won't decline until real inflation is in excess of 4% which is way-way off.

Larry Robbins on why he is long Hospitals

Larry Robbins was on CNBC today discussing why he is long Hospitals:

Alex Sacerdote of Whale Rock Capital Capital Management on Why he is long Softbank

Alex Sacerdote of Whale Rock Capital on why is long Softbank and how he thinks their stake in Alibaba is worth more than the entire market cap of the company.

Nehal Chopra of Tiger Ratan on CNBC

Nehal Chopra of Tiger Ratan was on CNBC today sharing her investment philosophy and her favorite idea, which is Post Holdings (POST).  She thinks its under managed and will now be Ralston 2.0.  She also shares her thoughts on Time Warner Cable and Charter Communications.


Bill Ackman on Bloomberg talking HLF and JCP

Bill Ackman was on Bloomberg today after his presentation at the Robin Hood Investor conference.  He shared his thoughts on JCP, HLF, and other positions.  Quite a lengthy and enjoyable interview.

Thursday, November 21, 2013

Philippe Laffont of Coatue Management talking about Internet Valuations

Philippe Laffont of Coatue was on CNBC today talking about tech stocks.  He does not think they are in a bubble.  There arent that many mega-cap internet companies despite the fact that the space is huge.  There is only 7 large internet companies (Alibaba will be the 8th).  There are few companies and its winner take all.

Richard Chilton on why he is long W.R. Grace

Richard Chilton was on Bloomberg today and shared his thoughts on why he is long W.R. Grace (GRA).  He bought in at $45 and thinks its worth betweeen $175 and $200.  He thinks the market could pull back in the near term but would be a buyer on the pullback since he thinks multiples will expand going forward.

David Tepper on Bloomberg

David Tepper was on Bloomberg today.  He shared his thoughts on the market, which he believes is not in a bubble and has room to run.  He also talked about why he sold Apple.  He then goes on to talk about why he went long airlines and why he has done well with them.  He discloses they are up 40%+ gross in 2013.  He also disclosed they recently put on a treasury short to protect against a pull back in the equity markets.  He also talked about why they were long JCP and viewed it as a good trade (they are no longer in this position).

Really great interview - well worth listening to.

David Einhorn announces Greenlight Capital is Long Micron

David Einhorn was on CNBC today talking about why they are now long Micron (MU) and how they think it can get to $4 in EPS vs. a current price of approximately $20.

Wednesday, November 20, 2013

Cartoon Describing John Law's Mississippi Bubble

Worth the watch.


GMO Capital Q3 2013 Letter to Investors

Jeremy Grantham and GMO Capital is out with their Q3 2013 Letter to Investors.  In the letter they make the case that the market is overvalued and is apt to revert to the mean in the not too distant future.  Jeremy Grantham then goes on to share his thoughts on the recent Nobel prize winners, Janet Yellen, and potential forward GDP growth given presidential cycles.  Overall its enjoyable stuff.

Saturday, November 16, 2013

Ray Dalio at DealBook Conference

Ray Dalio of Bridgewater Associates was recently at the DealBook Conference where he was discussing the economic machine, and his views on the global economy and what the future will hold.  Enjoy:

Watch live streaming video from dealbook at

Dan Loeb at DealBook Conference

Dan Loeb was recently at the DealBook conference where he spoke about activism, Bill Ackman, Sony, Japan, his opinion on the markets, etc.

Good stuff.  Enjoy:
dealbook on Broadcast Live Free

Bruce Berkowitz Letter to Government on Fannie and Freddie Plan

Bruce Berkowitz sent a letter to the US government on re-equitizing Fannie and Freddie.  It is actually a pretty interesting read.  Enjoy:

Meson Capital on OMEX

Meson Capital recently came out with an update to their October 31st report on OMEX based on the company's response.  Enjoy:

Bruce Berkowitz on CNBC talking about position in Fannie and Freddie

Bruce Berkowitz of the Fairholme Fund made some news this week arguing to re-equitize the preferred securities of Fannie and Freddie.  He was on CNBC explaining this position.   Enjoy.

Friday, November 8, 2013

Howard Marks on Bloomberg TV

Howard Marks was recently on Bloomberg TV sharing his views on the economy and interestingly enough on the recent Twitter IPO.  Enjoy:

Tuesday, November 5, 2013

Bill Ackman speaking at Oxford Said Business School

Bill Ackman the founder of Pershing Square Capital Management recently gave a speech at Oxford Said Business School to talk about his opinions on the market as well as other views.  In the video he is talking about activist investing and philanthropy.  He also talks about his days at HBS and what it was like setting up his first hedge fund Gotham Partners in his mid 20s.  Pretty good stuff.  Enjoy:

Barry Sternlicht of Starwood Capital on CNBC

Barry Sternlicht of Starwood Capital was on CNBC today talking about how the Fed needs to immediately stop printing since they are doing more harm than good to the economy.  Enjoy:

Saturday, November 2, 2013

Stanley Druckenmiller at TedX Wall Street

Below please find the video of Stanley Druckenmiller's recent speech at TedX Wall Street.  In the video he talks about the current sad stat of our entitlement economy and how that will have severe ramifications on the long-term US economy and fiscal situation.  Powerful stuff.  Enjoy: