This is Aswath Damodaran's review session for the comprehensive final, covering the entire class.
Also see a curated list of top hedge fund letters
Aswath Damodaran - Review For Final Exam:... Read More
Boots On The Ground: The Essential Role Of Travel In Burgundy's Global Investment Approach by Jeff Musial, Burgundy Blog
Travel plays an essential role in Burgundy's bottom-up investment research process.... Read More
CFTC Chairman testifies in Congress as protecting markets and investors appears the top priority
In the wake of significant losses at currency brokerage firm FXCM, the U.S. Commodity Futures Trading... Read More
Bruce Berkowitz 2013 report on holdings, below is the text and full PDF (with charts) can be found at the bottom.
Fairholme Capital Management, L.L.C.
PORTFOLIO MANAGER’S REPORT
For the Year Ended... Read More
Cliff Asness on Trump: Hedge Funds Getting Away With Murder
Managing and Founding Principal
AQR Capital Management, LLC
Sept 22, 2015
Published version here
Calls to tax hedge funds more have long been... Read More