Howard Shainker Bullish on Rentech and Rentech Nitrogen Partners

Editors note: Howard gave a great presentation. Some stated it was the best. Howard spoke faster than David Einhorn AKA lightening speed. Below are our informal notes on two very interesting stocks:

Howard used to work for Dan Loeb’ third point. Howard now manages a hedge fund with his partner called Bow Street LLC. Blackstone seeded the fund with a large investment.

The stock pitched was an MLP,