Tuesday, February 10, 2015
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
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.