Wednesday, February 19, 2014
Keith Meister's Corvex Capital is out with their latest presentation at CommonWealth REIT (CWH). They think the NAV today is $35 versus a recent price of $27. They continue to fight to unlock value. The presentation is worth flipping through. Enjoy:
Wednesday, February 12, 2014
Jeff Gundlach of DoubleLine capital was on CNBC today sharing his thoughts on the market. He isn't interested in Puerto Rican Bonds, thinks long-term rates will go to 2.5%, still thinks Apple is a buy, and thinks Chipotle is a short. Enjoy.
Tuesday, February 11, 2014
Columbia Business School is out with their fantastic G&D newsletter. Issue XX of Graham and Doddsville, Columbia Business School's student-led investment newsletter, co-sponsored by the Heilbrunn Center and the Columbia Student Investment Management Association. This issue features interviews with Lee Ainslie of Maverick Capital, Ken Shubin Stein of Spencer Capital Management, Geoffrey Batt of Euphrates Iraq Fund, Jim Grant of Grant’s Interest Rate Observer, as well as Justin Muzinich of Muzinich and Co. Inc. The publication also includes the finalists’ pitches from the fifth annual Moon Lee Prize Competition: Long XPO, Long P, Short WLRD, and long POST. It also features a short pitch on FUEL.
Saturday, February 8, 2014
Elliott Management recently came out with a presentation on why they think Juniper Networks (JNPR) is undervalued.
Friday, February 7, 2014
Jeremy Grantham is out with his Q4 2013 letter to investors. As usual Jeremy and GMO share their usual wit and wisdom on the economy, natural resources, etc. Enjoy:
Wednesday, February 5, 2014
Tuesday, February 4, 2014
Carson Block was on Bloomberg recently talking about why he is short Blinkx. This follows HBS Professor Ben Edelman coming out with a posting talking about why he thinks Blinkx was engaging in fradulent behavior. Edelman showed how Blinkx after acquiring Zango and AdOn continued to engage in rampant clickfraud.