Jim Chanos CNBC #2

In this clip he talks about Amazon and cloud computing and discloses that he is long Workday (WDAY) as an offset to a short in the space that is "an accounting nightmare" he didn't disclose the name but I suspect it might be Salesforce.com (CRM):

Jim Chanos on CNBC #1

Jim Chanos was on CNBC this morning sharing his thoughts on the market as well as a couple of specific names he is short.  In this first clip he discusses why he thinks HP (HPQ) is a secular short:

Paul Singer talking about the follies of the Fed

Paul Singer of Elliott Capital was recently at the WSJLive Conference where he shared his views on the follies of the Fed's behavior and how he thinks Yellen is going to do nobody any favors with her easy money policies.  He likened the Fed to Atlas trying to hold up the world.

Enjoy:

Jess Staley of Blue Mountain Capital interviewed at WSJ Conference

Jess Staley of Blue Mountain Capital was recently interviewed on his thoughts about the debt ceiling and current economic situation at a recent WSJ conference.  He is of the opinion that a default will not occur as it would be too harmful and thinks the markets could not handle the calamity associated with it.

Enjoy:

Columbia Business School - Graham & Doddsville Fall 2013 Issue

Columbia Business School is out with their latest issue of the Graham & Doddsville newsletter.  In this newsletter they have interviews with Guy Spier of Aquamarine Capital and Dave Robertson and Steve Feilmeier of Koch Industries.  There are also some interesting investment idea writeups provided by some students.  Enjoy:

  Graham & Doddsville - Issue 19 - Fall 2013

David Einhorn on Bloomberg TV

David Einhorn of Greenlight Capital was recently on Bloomberg TV where he discussed his positions in Vodafone (VOD) and Green Mountain Coffee Roasters (GMCR).

Enjoy:

Pershing Square Capital Q3 2013 Letter to Investors

Bill Ackman and his Pershing Square Capital Management are out with their Q3 2013 letter to investors.  For the quarter they were down 5% and YTD they are just about break even.  In the letter he talks about the rationale for exiting the J.C. Penney position (where they incurred a 50% loss), Herbalife (where they have covered a portion of their short to avoid a potential squeeze and in place bought long-term puts).  What is interesting is he discloses that this position represents 12% of their funds.  He goes on to state that he thinks Herbalife represents an amazing risk / reward at the current price.

He then goes on to briefly discuss their position in Air Products and Chemicals.

Enjoy.

  Pershing Square Capital Q3 2013 Letter