Tuesday, October 21, 2014
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:
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.
Wednesday, September 17, 2014
Starboard's Darden Presentation
Starboard released a tome of a presentation on Darden (DRI). They go into incredible depth arguing that breadsticks should be limited at Olive Garden and not using salt in pasta water would prolong the pots useful life. While I am not sure if length of presentation has any correlation with investment returns they are sure putting that to the test on this one. Enjoy:
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