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Distressed Debt Insights: CEDC Exchange as Outlined Just a Starting Point
http://www.distressed-debt-investing.com/2013/02/distressed-debt-insights-cedc-exchange.html Since the founding of the Distressed Debt...
npatel81
Feb 28, 20134 min read


Howard Marks and Sheldon Stone Memo: High Yield Bonds Today
http://www.valueinvestingworld.com/2013/02/howard-marks-and-sheldon-stone-memo.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Fe...
npatel81
Feb 26, 20131 min read


Mason Hawkins on the Folly of Macro Investing
http://www.valuewalk.com/2013/02/mason-hawkins-on-the-folly-of-macro-investing/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3...
npatel81
Feb 23, 20132 min read


Hedge Fund Favorite Short Positions
http://www.valuewalk.com/2013/02/hedge-fund-favorite-short-positions/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+valuewal...
npatel81
Feb 21, 20132 min read


A banking primer
http://www.valueinvestingnews.com/banking-primer Value investors come in two types, the ones who will look at financials, and the ones...
npatel81
Feb 20, 20131 min read


21 Rules Of Legendary Trader Jesse Livermore
http://www.businessinsider.com/jesse-livermores-21-trading-rules-2013-2?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheMon...
npatel81
Feb 19, 20132 min read


Avoiding Mistakes in Hedge Funds: Lessons Learned From Blowups & Frauds
http://www.marketfolly.com/2013/02/avoiding-mistakes-in-hedge-funds.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Marke...
npatel81
Feb 19, 20132 min read
‘We’re in Fifth Inning,’ Howard Marks Says of Current Credit Cycle
http://blogs.wsj.com/privateequity/2013/02/15/were-in-fifth-inning-howard-marks-says-of-current-credit-cycle/?mod=WSJBlog Howard Marks is...
npatel81
Feb 19, 20133 min read


Berkshire Hathaway’s Warren Buffett FBN Interview
http://www.valuewalk.com/2013/02/berkshire-hathaways-warren-buffett-fbn-interview/?utm_source=feedburner&utm_medium=feed&utm_campaign=Fee...
npatel81
Feb 15, 20135 min read


Emerging Hedge Fund Manager Series: Vanshap Capital
http://www.distressed-debt-investing.com/2013/02/emerging-hedge-fund-manager-series.html A few years ago, Distressed Debt Investing...
npatel81
Feb 13, 20139 min read


Apple CEO Tim Cook Is Shredding David Einhorn's Plan To Make Shareholders Billions Of Dollars (
http://www.businessinsider.com/apples-tim-cook-is-ripping-into-einhorn-2013-2?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+...
npatel81
Feb 12, 20132 min read
Michael Dell's Conflicted Buyout
http://aswathdamodaran.blogspot.com/2013/02/michael-dells-conflicted-buyout.html Let’s say that you are interested in selling your house...
npatel81
Feb 12, 201310 min read


Columbia Business School Graham & Doddsville Newsletter: Interview With JANA Partners
http://www.marketfolly.com/2013/02/columbia-business-school-graham.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Market...
npatel81
Feb 11, 20133 min read
Financial Alchemy: David Einhorn’s “value” play for Apple
http://aswathdamodaran.blogspot.com/2013/02/financial-alchemy-david-einhorns-value.html If you are an Apple stockholder, yesterday was an...
npatel81
Feb 8, 20139 min read


David Einhorn Bloomberg Interview on Apple: Full Transcript
http://www.valuewalk.com/2013/02/david-einhorn-bloomberg-interview-on-apple-full-transcript/?utm_source=feedburner&utm_medium=feed&utm_ca...
npatel81
Feb 7, 20136 min read
Market Mayhem: Lessons for Apple
http://aswathdamodaran.blogspot.com/2013/01/market-mayhem-lessons-for-apple.html In my last post, I looked at the options that investors...
npatel81
Feb 6, 20133 min read


One of Warren Buffett's Greatest Trades
http://www.distressed-debt-investing.com/2013/02/one-of-warren-buffetts-greatest-trades.html On May 29th, 1969, Warren Buffett wrote to...
npatel81
Feb 5, 20134 min read


Hawker Beechcraft: When Reorganization Means Resurrection
http://www.valuewalk.com/2013/01/hawker-beechcraft-when-reorganization-means-resurrection/?utm_source=feedburner&utm_medium=feed&utm_camp...
npatel81
Jan 31, 20132 min read


Jack Schwager on Hedge Fund Market Wizards
http://www.marketfolly.com/2013/01/jack-schwager-on-hedge-fund-market.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Mar...
npatel81
Jan 29, 20132 min read


Are you a value investor? Take the Apple test
http://aswathdamodaran.blogspot.com/2013/01/are-you-value-investor-apple-test.html The bottom has clearly fallen out for Apple’s stock...
npatel81
Jan 29, 20135 min read
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