Meson Capital recently came out with an update to their October 31st report on OMEX based on the company's response. Enjoy:
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, November 16, 2013
Bruce Berkowitz on CNBC talking about position in Fannie and Freddie
Bruce Berkowitz of the Fairholme Fund made some news this week arguing to re-equitize the preferred securities of Fannie and Freddie. He was on CNBC explaining this position. Enjoy.
Saturday, November 9, 2013
Friday, November 8, 2013
Howard Marks on Bloomberg TV
Howard Marks was recently on Bloomberg TV sharing his views on the economy and interestingly enough on the recent Twitter IPO. Enjoy:
Tuesday, November 5, 2013
Bill Ackman speaking at Oxford Said Business School
Bill Ackman the founder of Pershing Square Capital Management recently gave a speech at Oxford Said Business School to talk about his opinions on the market as well as other views. In the video he is talking about activist investing and philanthropy. He also talks about his days at HBS and what it was like setting up his first hedge fund Gotham Partners in his mid 20s. Pretty good stuff. Enjoy:
Barry Sternlicht of Starwood Capital on CNBC
Barry Sternlicht of Starwood Capital was on CNBC today talking about how the Fed needs to immediately stop printing since they are doing more harm than good to the economy. Enjoy:
Saturday, November 2, 2013
Stanley Druckenmiller at TedX Wall Street
Below please find the video of Stanley Druckenmiller's recent speech at TedX Wall Street. In the video he talks about the current sad stat of our entitlement economy and how that will have severe ramifications on the long-term US economy and fiscal situation. Powerful stuff. Enjoy:
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