Greenlight Capital's 2010 Annual Letter

Here is the latest from David Einhorn. As always its fairly enjoyable.



Greenlight Capital - 1-18-11

T2 Partners 2010 Annual Letter

Here is T2 Partners 2010 Annual Letter. I must admit I am fairly impressed with T2 on this. This letter is probably the best disclosure on a portfolio I have ever seen. They do a great job discussing each of their positions in detail and even provide links to past presentations (if available) on each position.

Hats off to T2 on this.

T2 Partners - 1-4-11

T2 Partners - Why we are short Netflix (NFLX)

Here is some interesting reading on why T2 Partners is short Netflix (NFLX). Enjoy.


T2 Partners - Why We Are Short NFLX_12!16!10

Third Point Capital Q3'10 Letter

Enjoy the latest out of Daniel Loeb. As usual it is pretty interesting stuff. Enjoy.


Third Point Capital - 12-9-10

Passport Capital Q3 Letter

Although it is a touch dated at this point, enjoy the latest from John Burbank.


Passport Capital - 10-27-10

Pershing Square Presentation

Attached please find a recent presentation from Pershing Square. It is interesting although there are no real gems here. That being said for those who haven't realized that now (a time when mortgages are incredibly cheap) should consider levering up to purchase a house - it may be of use.

Enjoy.


Pershing Square_How to Make a Fortune_12!6!10

Latest from Hugh Hendry

Attached please find the latest from Hugh Hendry. It is fairly interesting and quite colorful. Enjoy.




Ecclectica Fund - 12-1-10