PREMIUM FEATURED STORIES
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PREMIUM FEATURED STORIES
UPDATED 7/20 – Q2 2018 Hedge Fund Resource Center: Emerging Funds, NYSSA, Sohn, Graham, Pabri, Teton, Odey, Credit Shorts, Horseman, Mangrove, TPG, Third Point, BlueMountain, Chanos, Soma, RBI, Marcato, Nitorum And More
This was just started on July 1st 2018) please stay tuned for much more in the coming weeks – as…
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PREMIUM FEATURED STORIES
Universa 10 Yr Letter: What’s Past Is Prologue
Universa letter to investors for the period of March 2008 to February 2018, titled, “What’s Past Is Prologue?” Q2…
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PREMIUM FEATURED STORIES
Odey Still Beating The Market Says “Trump is Winning Everywhere” And Expects It To Conitune In Midterms, Profits Off Of A Massive Short In UK Debt
Crispin Odey’s OEI Mac fund produce yet another positive performance for investors for the month of June. According to the…
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PREMIUM FEATURED STORIES
Behind The Scenes At UDF / Hayman Capital Battle
As Hayman Capital’s Kyle Bass basks in the afterglow of the Securities & Exchange Commission’s settlement with United Development Funding…
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PREMIUM FEATURED STORIES
GrizzlyRock Capital’s Case Study Conclusion- Stick With Value, Free Cash Flow Is Best
After 18 months of flat performance, GrizzlyRock Capital has decided to take action. To try and establish why their returns…
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PREMIUM
NYSSA Ben Graham Annual Conference 2018 – Full Notes And Slides
Detailed notes of Rich Pzena, Alissa Corcoran, Doug Noland, Andrew Russell, Dennis Johnson and Jeff Jacobs from the NYSSA Ben…
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PREMIUM FEATURED STORIES
Teton Capital Beating The Market With Market Hedges
For Teton Capital Partners, 2017 was a mixed year. The firm, which has a strong record of beating the S&P…
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PREMIUM FEATURED STORIES
Mohnish Pabrai Has Rough Q2, Down 25% In H1 2018
2017 was a blowout year for Mohnish Pabrai‘s Pabrai Funds. After struggling to produce a positive return for investors between…
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PREMIUM FEATURED STORIES
Scoop – Strong Start After Rocky Founding For Biggest Hedge Fund Start-Up
2016 was a landmark year for the hedge fund industry, and not in a good way. During the year, clients…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Altimeter, Mangrove And TPG
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Exclusive Part I Mark Spitznagel On Why Its Only A Matter Of Time Until The Next Crash [LETTER]
This is an in-depth 3 part series on Mark Spitznagel’s Universa Investments fund. The series is based on interview tidbits…
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PREMIUM FEATURED STORIES
That Time Seth Klarman Made Millions From Enron
Enron is probably one of the most infamous names in finance. The rise and fall of this Wall Street darling…
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PREMIUM FEATURED STORIES
TIAA-CREF CIO Discusses Pension Woes: NYSSA Ben Graham Annual Conference Full In-Depth Notes
Detailed notes of Andrew Russell, Director of Fixed Income, Pension Board United Church of Christ and Dennis Johnson, CFA, Managing…
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PREMIUM FEATURED STORIES
Jeff Jacob On Distressed Debt Investing: NYSSA Conference
Detailed notes of Jeff Jacob, Senior Managing Director, Marathon Asset Management from the NYSSA Ben Graham annual conference which took…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Kora, Kuvari, One Tusk And Sandro
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Atalan, Criterion, Hunt Lane And SoMa
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Lancaster, Nitorum, Rubric And Southpoint
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Rich Pzena, Amit Wadhwaney, Alex Ropers And More – NYSSA Ben Graham Annual Conference [Full Notes From Morning Session]
The NYSSA Ben Graham annual conference which took place on Wed June 27th 2018 in New York, stay tuned for…
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PREMIUM
MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More
An all star line up of speakers we have about 4.5K words of notes on their top long and short…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Corvex, HG Vora And Marcato On Long And Short Ideas
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Seth Klarman: Stay Disciplined In Bull Markets
Seth Klarman is one of the best minds in the world of value investing. His experience and knowledge on the…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – SteadFast, Poinstate And Lansdowne On Long And Short Ideas
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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