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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Saturday, March 15, 2014
Kyle Bass on CNBC talking about GM
Kyle Bass was on CNBC yesterday talking about GM and why he thinks they can still be worth $50 per share.
Kyle Bass on CNBC talking about Nationstar Mortgage Holdings
Kyle Bass of Hayman Capital Partners was recently on CNBC to talk about Nationstar Mortgage Holdings (NSM).
Thursday, March 13, 2014
Pershing Square's presentation Herbalife in China
This week Bill Ackman's Pershing Square gave another lengthy webcast presentation on their Herbalife (HLF) short. This time they focused on HLF's practices in China and how they thought HLF was operating illegally. The presentation can be found below:
Yacktman Funds 2013 Annual Report
Don Yacktman the founder and CIO of Yacktman Funds is out with their 2013 Annual Report. AMG bought Yacktman a few years back. In the past year the fund returned approximately 27%. The average annual return over the past five years has been 22.4% (impressive to say the least).
Tuesday, March 11, 2014
Whitney Tilson - Kase Capital Fund Raising Presentation
It looks like Whitney Tilson is hitting the fund raising road with his fund - Kase Capital. They put out an investor deck that gives the nitty-gritty detail of the funds. With $77m in AUM he has done an amazing job making his voice much larger than his capital base.
Interesting stuff.
Monday, March 10, 2014
Carl Icahn on CNBC - Part 2
Carl Icahn was on CNBC today. In this clip he shares his thoughts on Herbalife (HLF) and Bill Ackman's efforts to date. While its nothing new its interesting to get his take on some of the recent news of the lengths Pershing has gone to.
Enjoy:
Carl Icahn on CNBC - Part 1
Carl Icahn called into CNBC today to share his thoughts on a wide range of issues. While it wasn't as electric as his on air debate with Bill Ackman it was interesting none-the-less. In this first video he shares his thoughts on EBAY and talks about what he thinks needs to change:
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