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Saturday, December 20, 2014

NYU Evaluation Newsletter

The students at NYU Stern School of Business are out with their latest Evaluation Newsletter. This third issue focuses on a wide range of issues, including some investment recommendations. Enjoy:

NYU Stern Evaluation Dec 2014

Howard Marks on Oil

Howard Marks, the founder and Chairman of Oaktree Capital, is out with his latest missive. This time he writes about the recent pull-back in oil. Enjoy:

Howard Marks Lessons of Oil

Monday, December 1, 2014

Pershing Square Q3 2014 Letter to Investors

Bill Ackman's Pershing Square is out with their Q3 2014 letter to investors. Due to a well timed bet in Allergan they are up 35% net YTD. In the letter they talk about their position in Allergan (AGN), Canadian Pacific (CP), Air Products and Chemicals (ADP), etc. Enjoy.

Pershing Square Q3 14