Portfolio management: convex versus concave strategies [Distressed Debt Investing]
A checklist of advice for investors [Howard Lindzon]
SEC wants activist hedge funds to share with the rest of the class [Dealbreaker]
The short case on Activision (ATVI) [Stableboy Selections]
The long case on Dreamworks (DWA) [Whopper Investments]
A look at the trainwreck that is Gamestop (GME) [Value Plays]
A response to the above GameStop piece [Motiwala Capital]
Why are global macro hedge funds struggling? [Behavioral Macro]
The investment case for Oaktree Capital (OAK) [Brooklyn Investor]
On Netflix (NFLX) and Porter's five forces [Micro Fundy]
Now Salesforce.com (CRM) plays cash flow games [Value Plays]
Facebook attractive valuation if you believe in core business [Can Turtles Fly]
What to think about when writing investor letters [AVC]
Wednesday, August 29, 2012
What We're Reading ~ 8/29/2012
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