Hugh Hendry and David Einhorn at the Economist's Buttonwood Gathering

Hugh Hendry was at the Economist's Buttonwood Gathering today. In the video below he talks about how he is long gold and short gold miners. He also goes into a detailed discussion on his view on China and Japan. At around 55 minutes into the video David Einhorn of Greenlight Capital comes on to talk about the current inflationary environment. Overall the video is long but its well worth watching. Enjoy.

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David Einhorn's Greenlight Capital's Q3 2012 Letter

Below please find Greenlight Capital's Q3 2012 letter to investors. For the quarter David Einhorn and friends returned 9.4% bringing their performance to up 13.2% for the year. In the letter he talks about his bullish position on Gold due to the Fed's unending QE process ($40B per month). They also offer additonal detail on their Green Mountain Coffee Roasters short (GMCR), their General Motors long (GM), their Cigna long (CI), and their Chipotle Mexican Grill short (CMG). Enjoy. Greenlight Capital - 2012.10.23

Julian Robertson on CNBC

Julian Robertson was on CNBC yesterday discussing his view on the economy as well as some specfic stocks. He thinks right now is a stock picker's market. He highlights Apple (NASDAQ:AAPL), Ryanair Holdings plc (NASDAQ:RYAAY), Rolls-Royce (LSE:RR), CapitalOne (NYSE:COF), and Ocwen Financial (NYSE:OCN). He thinks the steel companie are way overvalued: AK Steel (NYSE:AKS), US Steel (NYSE:X), and Japanese steels are priced for a real take-off economy which he doesn't expect. He then goes on to talk about his support for Mitt Romney for President. He briefly mentioned Facebook but said he didn't know enough to have a real position. He talks about his exposure to Chase Coleman's Tiger Global that was able to invest in Facebook years ago as a private company. Enjoy.

Keving Byun - Denali Investors's presentation on Shaw Group

Below please find Kevin Byun's and Denali Investors's presentation on Shaw Group. They make the case that Shaw's deal with CBI at $46 per share is leaving substantial value on the table. They think Shaw is worth $50 to $70 per share as a going concern and $60 to $85 per share with an adequate control premium. Overall they make a strong argument. They have even set up a website to keep folks posted on their activist progress - http://www.shawfairvalue.com/ Enjoy.

Stephen Siderow Co-Founder of BlueMountain Capital on Bloomberg

Stephen Siderow, co-founder of BlueMountain Capital Management was on Bloomberg today talking about investing in corporate structured debt and his strategy for the asset class. He said one investment theme they are looking at is the broader de-risking that investment banks are looking for and that he is willing to trade against. Enjoy.

Bruce Berkowitz of Fairholme Fund on Wealthtrack

Bruce Berkowitz founder of the Fairholme found was on Consuelo Mack's WealthTrack last week discussing his concentration on financial stocks as well has his contrarion bent. Berkowitz now has 36% of his portfolio in AIG and 11% on Sears Holding. He goes on to make his case for a number of holdings. Overall its nothing new but worth listening to. Enjoy.

Fall 2012 Issue of Graham & Doddsville

Columbia Business School's CSIMA is out with their Fall 2012 issue of Graham & Doddsville. In this issue they interivew Joel Greenblatt, Jim Tisch (CEO of Loews), and the investment team of Royce & Associates (Charlie Dreifus, Chuck Royce, Buzz Zaino, and Whitney George). As usual its interesting to read in-depth interviews with great investors like Joel Greenblatt, Jim Tisch, and Chuck Royce. Enjoy. Graham _ Doddsville - Issue 16 - Fall 2012_vFINAL2