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Sunday, July 27, 2014

Greenlight Capital Q2 2014 Letter to Investors

David Einhorn's Greenlight Capital is out with their Q2 letter to investors. In the letter they reveal they are up 6.4% YTD. They reveal a new position in Lam Research (LRCX). Enjoy:


Saturday, July 19, 2014

Nelson Peltz at Delivering Alpha

Nelson Peltz gave a talk at CNBC's delivering alpha conference. At the conference he shared his thoughts on his current activist campaign at Pepsi. Enjoy:

Carl Icahn at Delivering Alpha

Carl Icahn was a keynote at the CNBC delivering Alpha conference this week. Below is an excerpt of his talk:

Stanley Druckenmiller at CNBC's Delivering Alpha

CNBC hosted their delivering alpha conference this week and at the conference Stanley Druckenmiller gave a talk on his thoughts on the economy and IBM:

Third Point Q2 2014 Letter

Dan Loeb is out with his Q2 2014 Letter to investors. In the letter he reveals that Third Point is up 6.0% YTD vs. 7.1% for the S&P 500. He also discusses positions in Kroton Educacional SA, Fibra Uno, Argentina, and Royal DSM NV. Enjoy:

Third Point Q2 2014