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Bill Ackman's Question & Answer Session at the Value Investing Congress
via market folly by marketfolly@gmail.com (Market Folly) on 10/13/10 On the topic of JC Penney (JCP): Ackman recently started an...
npatel81
Oct 13, 20102 min read
Soc Gen On The Art Of Hedging (Tail) Risk
Art of Hedging 06Oct10_SA http://d1.scribdassets.com/ScribdViewer.swf?document_id=38959831&access_key=key-g6nlbcwtk5zbdyhkhza&page=1&view...
npatel81
Oct 10, 20101 min read


Subprime Mortgage Processing (visual aids part II)
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by williambanzai7 on 10/9/10 Once again, the...
npatel81
Oct 10, 20101 min read


Millions Squandered on Middlemen?
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Leo Kolivakis on 10/6/10 Via Pension Pulse....
npatel81
Oct 7, 20105 min read
The Flash Crash: A Cautionary Tale
via Economic Principals by admin on 10/3/10 So the finger that caused the “flash crash” May 6 turns out to have been merely heavy instead...
npatel81
Oct 4, 20105 min read
Michael Tennenbaum Explains Why $50 Billion In Distressed Debt Could Default…
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 9/30/10 Old school private...
npatel81
Sep 30, 20102 min read
JUNK BUYING FUELS 'YIELD CHASING' FEARS
By Aline van Duyn in New YorkPublished: September 28 2010 20:26 | Last updated: September 28 2010 20:26 Retail investors in the US have...
npatel81
Sep 28, 20102 min read


The Top 10 Reasons For Surging Asset Correlations
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 9/22/10 “Wax on, Wax off”,...
npatel81
Sep 28, 20108 min read
David Tepper: "I Am The Animal At The Head Of The Pack, I Either Get Eaten O…
David Tepper: “I Am The Animal At The Head Of The Pack, I Either Get Eaten Or I Get The Good Grass” via Clusterstock by Joe Weisenthal...
npatel81
Sep 25, 20101 min read
Moody's Assessment Of Which Companies Are Most Likely To Default.
By Shira Ovide Corporate America may be growing more credit-worthy, according to Moody’s, which says companies’ debt default rates are ...
npatel81
Sep 22, 20102 min read


One of the best pieces of investment advice I've ever read.
via Distressed Debt Investing by noreply@blogger.com (Hunter) on 9/15/10 We have extensively covered the wisdom and writings of Oaktree’s...
npatel81
Sep 16, 20103 min read


Academic study examines why some hedge funds appear to be fudging valuations
But what is the mechanism that leads to this anomaly and others like it? Do managers just goose the returns they report to databases and...
npatel81
Sep 12, 20101 min read
NYT: The Housing Bear Case
NYT: The Housing Bear Case via The Big Picture by Barry Ritholtz on 9/8/10 Today’s NYT has a column by David Leonhardt, titled The Bears...
npatel81
Sep 9, 20103 min read
Jason Zweig and Seth Klarman at CFA Institute
Jason Zweig With Seth Klarman – Interview 170510 (CFA Institute) http://d1.scribdassets.com/ScribdViewer.swf?document_id=31732093&access_...
npatel81
Sep 8, 20101 min read
the role of hedge funds in bankruptcy negotiations
Mike Spector and Tom McGinty have a big piece in the WSJ looking at the role of hedge funds in bankruptcy negotiations. They’re not fans:...
npatel81
Sep 8, 20103 min read


Petty Little Rich Boy, Clients, Get Richer
Petty Little Rich Boy, Clients, Get Richer via Dealbreaker by Bess Levin on 9/1/10 Related: Paul Krugman: Dan Loeb & Co Are Mad At Obama...
npatel81
Sep 1, 20101 min read
Study Shows Massive Increase in Consumer Bankruptcy Costs
NEW YORK, Aug. 26 /PRNewswire/ — People currently filing for Chapter 7 and Chapter 13 consumer bankruptcy protection are facing as much...
npatel81
Aug 29, 20102 min read
Obscenity: Last Resort of a Deceptive C.E.O.
via DealBook by By DEALBOOK on 8/20/10 Wonder how to tell when your boss is lying? Thanks to a study by David Larcker and Anastasia...
npatel81
Aug 22, 20101 min read
How to Create Clear SEC Disclosure Documents
Handbook http://d1.scribdassets.com/ScribdViewer.swf?document_id=36067665&access_key=key-1k99ho67qaotv5ppgga1&page=1&viewMode=list
npatel81
Aug 18, 20101 min read
The Great American Bond Bubble
Jeremy Siegel and Jeremy Sc http://d1.scribdassets.com/ScribdViewer.swf?document_id=36058249&access_key=key-ch1jg9ofytpcvdqg72t&page=1&vi...
npatel81
Aug 18, 20101 min read
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