This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, February 10, 2015
Third Point Capital - Q4 2014 Investor Letter
Dan Loeb, the founder of Third Point, is out with his Q4'14 investor letter. In 2014 Third Point was up 5.7%. In the letter they talk about their long positions in Amgen, FANUC, and also shares their opinion on Greece.
Good stuff as always. Enjoy:
Wednesday, February 4, 2015
Latest Issue of Graham & Doddsville
Columbia Business School is out with their latest issue of Graham & Doddsville. In this issue they interview Bill Ackman of Pershing Square Capital, Jay Petschek and Steve Major of Corsair Capital, and Andrew Wellington of Lyrical Asset Management. Plus there are some student pitches on: JBLU, FSLR, SCH:NO, CDK, SCTY, CATM, and BIN). Enjoy.
Saturday, January 24, 2015
Bill Ackman on Bloomberg
Bill Ackman of Pershing Square Capital Management was on Bloomberg recently discussing how he considered investing in Tesco, his stake in Herblaife and other positions.
Enjoy:
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