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, October 21, 2014
David Einhorn on CNBC - Finding Opportunities in the Market
David Einhorn was on CNBC as part of his appearance at the Robin Hood Conference where he talked about where he is finding opportunities in the market. Enjoy:
Corvex Capital - Robin Hood Presentation
Keith Meister of Corvex Capital presented at the Robin Hood Investor Conference today. He presented a long idea on Crown Castle International (CCI) and why he thought it could be worth 25% to 60% above the recent price. Presentation is below. Enjoy:
Corvex Management 2014 Robin Hood Investment Conference Presentation
Thursday, October 9, 2014
Carson Block Presentation at Baruch
Below please find a video recording of the presentation that Carson Block of Muddy Waters gave on shorting at Baruch College.
Monday, October 6, 2014
Kerrisdale Capital Presentation on GSAT
Kerrisdale Capital today came out with their short thesis on Globalstar (GSAT) arguing that the spectrum is worthless and that the company is a zero.
Enjoy:
Thursday, October 2, 2014
Bruce Berkowitz on WealthTrack
Bruce Berkowitz of the Fairholme Capital Management recently came on to Consuela Mack's Wealth Track. He explains why nearly 80% of his portfolio is in four financial stocks shunned by most investors (AIG, FNMA, BAC, and FMCC). Quite enjoyable as always:
David Tepper on Bloomberg TV
David Tepper was on Bloomberg TV today. He was talking about the bond bubble, how you can't fight Draghi, and how he finds certain stocks interesting.
Enjoy.
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