A great read on one of the original hedgies that profited from subprime, an excerpt from Michael Lewis' new book: The Big Short [Vanity Fair]
An in-depth 3-part presentation on Life Partners (LPHI), a stock Dan Loeb's Third Point has held [Harbor]
Trapeze Asset Management's latest investor letter [My Investing Notebook]
Third Avenue's Marty Whitman talks about value [Manual of Ideas]
An interview with hedge fund manager Whitney Tilson [ValueWalk]
Lessons from Pershing's Ackman [Eric Jackson, TheStreet]
A rare glimpse inside the life of SAC Capital's Steven Cohen [BusinessWeek]
New hedge fund disclosures to start in September [WSJ]
Friday, March 5, 2010
What We're Reading ~ 3/5/10
blog comments powered by Disqus
