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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:

Third Point Q4 2014

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.

Graham Doddsville Winter 2015

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: