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Delivering Alpha Best Ideas Panel: Cooperman, Chanos, Feldstein & More
CNBC and Institutional Investor's Delivering Alpha Conference is going on today and we wanted to aggregate the highlights. The "best ideas" panel included Omega Advisors' Leon Cooperman, Kynikos...
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Delivering Alpha Global Opportunities Panel: Perry, Briger, Mendillo & Erdoes
Today we're posting up highlights from CNBC & Institutional Investor's Delivering Alpha Conference. We've already posted up the best ideas panel and now we're posting up the global opportunities...
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Delivering Alpha Less Than Zero Panel: Lasry, Richards & Fleming
Continuing coverage of CNBC and Institutional Investor's Delivering Alpha Conference, next up is the Less Than Zero Panel featuring Avenue Capital's Marc Lasry, Marathon Asset Management's Bruce...
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Notes From Delivering Alpha Conference
Here's an index of notes from the various panels at CNBC & Institutional Investor's Delivering Alpha Conference: - Best Ideas Panel featuring Omega's Leon Cooperman, Kynikos' Jim Chanos,...
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Delivering Alpha Real Estate Panel: Ackman, Sternlicht & Gray
Continuing coverage of CNBC & Institutional Investor's Delivering Alpha Conference, we're now shifting to the real estate panel featuring Pershing Square's Bill Ackman, Starwood Capital Group's...
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Delivering Alpha Commodities Panel: Dwight Anderson, Jennifer Fan & Beau Taylor
The last set of notes from CNBC & Institutional Investor's Delivering Alpha Conference comes from the commodities panel featuring Ospraie's Dwight Anderson, Arbalet Capital's Jennifer Fan, and...
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East Coast's Q2 Letter: What Defines A Great Business & A Look At IBM
Christopher Begg's is out with East Coast Asset Management's Q2 letter entitled, "The Beekeepers" where he makes an excellent analogy to investing. In it, he also delves into what defines a great...
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Whitney Tilson Becomes Sole Manager of T2 Partners, Glenn Tongue Starts...
Whitney Tilson recently sent out a letter detailing that his hedge fund T2 Partners will be losing its dual-portfolio manager structure. Tilson will continue to manage the fund as its sole manager....
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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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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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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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