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:

Qlet2014-02

Jeremy Grantham of GMO Capital Q2 2014 Letter to Investors

Jeremy Grantham of GMO Capital is out with his latest letter to investors. Interestingly, my read is he is a little bullish. This is surprising given he is somewhat of a perma-bear. Enjoy:

GMO-Q2-2014

Bruce Berkowitz on Managing Risk / Reward at Fairholme

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