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 shareholder letter [Longleaf]
The wisdom of crowds in financial markets [Resource Investor]
Tail risk and hedge fund returns [SSRN]
Tech debate between Peter Thiel and Eric Schmidt [Fortune]
A look at the company Square's future [NYTimes]
Profile of Yahoo's new CEO, Marissa Mayer [Spectrum]
Marissa Mayer is in over her head [Slate]
Tons of other great reads from this week [Abnormal Returns]
Friday, July 20, 2012
What We're Reading ~ 7/20/12
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