Graham & Doddsville Fall 2014

Columbia Business School is out with their latest issue of Graham and Doddsville. In this issue they interview Wally Weitz, Guy Gottfried, and the team from Development Capital Partners. In addition there are two student write ups: a short on B&M European Value Retail SA (LON: BME) and a long on Countrywide, Plc. (LON: CWD). Enjoy:

Graham & Doddsville Fall 2014

Third Point Capital's Q3'14 Letter to Investors

Dan Loeb's Third Point Capital is out with their Q3 2014 letter to investors. In the letter they discuss Amgen (which Loeb spoke at the Robin Hood Investor Conference about), EBAY, and Alibaba (BABA). They also exited Sony in the quarter. YTD Third Point is up 6%.

Third Point Q3 2014 Investor Letter TPOI

Nathaniel August - short WWE and long FIG

Nathaniel August of Mangrove Partners was presenting at the Robin Hood Investor Conference where he shared his short pitch on Mesoblast (ASX:MSB) and then went on CNBC to talk about why he was short WWE and long FIG:

David Einhorn on CNBC - Short ATHN

David Einhorn was presenting at the Robin Hood Conference this week. He made an appearance on CNBC to share his updated thoughts on Athena Health (ATHN) and bubbles overall.

David Einhorn on CNBC - Long SUNE

David Einhorn presented at the Robin Hood investor conference where he discussed why he was long Sun Edison (SUNE). Enjoy:

David Einhorn on CNBC - Finding Opportunities in the Market

David Einhorn was on CNBC as part of his appearance at the Robin Hood Conference where he talked about where he is finding opportunities in the market. Enjoy:

David Einhorn - Long Apple

David Einhorn was on CNBC discussing why he was long Apple (AAPL)

Corvex Capital - Robin Hood Presentation

Keith Meister of Corvex Capital presented at the Robin Hood Investor Conference today. He presented a long idea on Crown Castle International (CCI) and why he thought it could be worth 25% to 60% above the recent price. Presentation is below. Enjoy:

Corvex Management 2014 Robin Hood Investment Conference Presentation

Carson Block Presentation at Baruch

Below please find a video recording of the presentation that Carson Block of Muddy Waters gave on shorting at Baruch College.

Kerrisdale Capital Presentation on GSAT

Kerrisdale Capital today came out with their short thesis on Globalstar (GSAT) arguing that the spectrum is worthless and that the company is a zero. Enjoy:

Kerrisdale Capital - GSAT - 2014.10.06 (Presentation)

Bruce Berkowitz on WealthTrack

Bruce Berkowitz of the Fairholme Capital Management recently came on to Consuela Mack's Wealth Track. He explains why nearly 80% of his portfolio is in four financial stocks shunned by most investors (AIG, FNMA, BAC, and FMCC). Quite enjoyable as always:

David Tepper on Bloomberg TV

David Tepper was on Bloomberg TV today. He was talking about the bond bubble, how you can't fight Draghi, and how he finds certain stocks interesting. Enjoy.