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What We're Reading ~ 7/20/12

Muddy Waters negative report on New Oriental Education [Muddy Waters] Great drought driving food prices higher [Big Picture] Conversation on potential secular themes [Reddit] Longleaf Partners Q2...

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Howard Marks on His Current Favorite Idea & Investment Strategy

We've long posted commentary from Oaktree Capital's Howard Marks (see his recent letter here) due to the amount of wisdom he often shares. Warren Buffett has even said Marks' letters are the first...

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David Einhorn Sells Best Buy & Dell, Buys Cigna & Coventry Health: Q2 Letter

David Einhorn's Greenlight Capital is out with their Q2 2012 investor letter and Dealbreaker has it posted. In it, they reveal that they no longer own Best Buy (BBY) or Dell (DELL). Additionally, they...

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Ken Griffin's Citadel Reveals New Marriott Vacations Position

Ken Griffin's Citadel has started a brand new stake in Marriott Vacations (VAC). Due to a 13G just filed with the SEC, Citadel has revealed a 5% ownership stake in VAC with 1,714,349 shares. The filing...

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Corsair Capital's Investment Thesis on DigitalGlobe: Q2 Letter

Jay Petschek and Steve Major's Corsair Capital is out with its Q2 2012 investor letter. In it, they outline their investment thesis on a core position: DigitalGlobe (DGI). Additionally, they provide...

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Dan Loeb Adds to Yahoo! Stake

Dan Loeb's Third Point LLC filed a Form 4 with the SEC late yesterday indicating they'd increased their stake by 2.5 million shares. Third Point bought 1.696 million shares at a weighted average price...

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What We're Reading ~ 7/25/12

On hedge fund managers and publicity [Reformed Broker] Dark pools and broken markets [Abnormal Returns] Are investors just waiting for QE3? [Pragmatic Capitalism] Profile of Seth Klarman, the oracle of...

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Larry Robbins' Glenview Capital Adds to Rovi Stake

Larry Robbins' hedge fund firm Glenview Capital just filed a 13G with the SEC regarding its position in Rovi Corp (ROVI). Per the filing, Glenview has revealed a 7.09% ownership stake in Rovi with...

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David Einhorn Boosts Marvell Technology Position

David Einhorn's hedge fund Greenlight Capital filed a 13G with the SEC regarding its position in Marvell Technology (MRVL). Per the filing, Einhorn has revealed a 5.3% ownership stake in the company...

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Chase Coleman's Tiger Global Sells Some LinkedIn (LNKD)

Chase Coleman's tech-oriented hedge fund Tiger Global Management has filed an amended 13D with the SEC regarding its stake in LinkedIn (LNKD). Per the filing, Tiger Global has reported a 3.3% ownership...

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Why Dan Loeb Still Owns Delphi: Third Point's Q2 Letter

Dan Loeb's hedge fund firm Third Point is out with its second quarter letter to investors. In it, they talk about why they still own Delphi (DLPH), as well as touch on numerous other positions. Loeb...

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What We're Reading ~ 8/1/12

The Family Office Book [Richard Wilson] Blue Ridge Capital alum Rick Gerson launches fund [Dealbook] Poison pen: a look at Dan Loeb's latest chapter [WSJ] Louis Bacon plans to return $2 billion to...

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Bill Gross on the Death of Equities: PIMCO Investment Outlook

PIMCO's Bill Gross is out with his latest market commentary entitled "Cult Figures" where he essentially claims stocks are dead: "The cult of equity is dying." Before reading his latest missive, it's...

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Dan Loeb's Third Point Buys Kraft, Various Healthcare Plays: July Exposure...

Just yesterday we posted up Dan Loeb & Third Point's Q2 letter and now we have some more portfolio metrics in the form of their latest monthly exposure report. In July, Third Point Offshore was up...

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Bill Ackman To Speak at the Value Investing Congress: Discount For Readers

It's just been announced that Pershing Square Capital Management's Bill Ackman will be presenting his next investment idea at the Value Investing Congress in New York City on October 1st and 2nd. You...

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What We're Reading ~ 8/8/2012

Best Buy founder looking for graceful, confusing exit [Dealbreaker] Looks like JAT Capital is going back to its TMT roots [FINalternatives] Mark Casella on future of the hedge fund industry...

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TPG-Axon's Dinakar Singh Likes Sirius XM & Time Warner Cable: Interview

Dinakar Singh, CEO of $4 billion TPG-Axon Capital recently sat down with Bloomberg TV so we wanted to post up some of the highlights of his rare appearance. It seems as though he is betting against...

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How To Name Your Hedge Fund: Most Common Firm Names

Let's face it, many hedge funds follow a seemingly standard equation for naming their firm. As such, we thought it would be fun to create an exercise: how to name your hedge fund. Naming your hedge...

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Free Sample Of Our Premium Newsletter: New Issue Out Next Week!

Today we're providing readers with a special free past issue of our premium newsletter: Hedge Fund Wisdom. You can download our Q1 issue which was released in May for free by clicking here. Our brand...

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New Hedge Fund Wisdom Newsletter Now Available! Featuring Analysis Of AIG,...

The brand new Q2 2012 issue of our premium Hedge Fund Wisdom newsletter is now available! Subscribers please head to www.hedgefundwisdom.com to login and download it. The new 82-page Q2 issue features:...

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