Jeff Gundlach Presentation - Fixed Income Playbook

The founder and CEO of DoubleLine Funds - Jeff Gundlach had a call today to share his thoughts on the fixed income market. As always he produced a lengthy presentation full of good macro stats. Enjoy:

Gundlach Fixed Income Playbook

Whitney Tilson's Presentation from the 2014 Fall Value Investing Congress

Here is Whitney Tilson's presentation from the 2014 Fall Value Investing Congress. In the presentation he discusses his thoughts on shorting as well as two past short ideas: K12 (LRN) and Lumber Liquidators (LL) and his current favorite: Exact Sciences (EXAS). Enjoy.

My Favorite Idea WhitneyTilson ValueInvestingCongress 9-9-14

Howard Marks latest Memo - Risk Revisited

Howard Marks is out with his latest memo - risk revisited. In the memo he discusses properly analyzing risk encapsulates a range of possibilities and how knowing probabilistic outcome doesnt yield knowing what will happen. While there are many possibilities there is only one eventual outcome. Good stuff - enjoy.

Howard Marks Risk Revisited by marketfolly.com

Tepper Bond Bubble is nearing an end

David Tepper released a statement on Bloomberg today talking about how he thinks the world bond market rally is over.

Anonymous Analytics - Tianhe Chemicals Group

Anonymous Analytics released a scathing report of Tianhe Chemicals Group (1619). They basically say the revenue is vastly overstated and that it is a large fraud. Enjoy reading their analysis:

Tianhe-pdf (1)

John Burbank of Passport Capital on Bloomberg

John Burbank the founder and portfolio manager of Passport Capital was recently on Bloomberg TV sharing his thoughts on the market and how he thinks there could be another 1987 type crash. Enjoy:

Pershing Square Capital Q2 2014 Letter to Investors

Pershing Square Capital is out with their Q2 letter to investors. They have had quire the year, and soon you can participate too as Bill Ackman is taking public his hedge fund. Read on to learn more:

Pershing Square Q2 Letter