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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:

David Einhorn - Long Apple

David Einhorn was on CNBC discussing why he was long Apple (AAPL)

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:

Kerrisdale Capital - GSAT - 2014.10.06 (Presentation)

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.