NYU Stern Evaluation Investment Newsletter: December 2014 Edition

http://www.marketfolly.com/2014/12/nyu-stern-evaluation-investment.html The latest issue of NYU Stern’s newsletter Evaluation is now available.  It highlights public finance and infrastructure investing.  Additionally, it features student investment pitches including  long Polaris Industries (PII), long RPX Corp (RPXC), long LVMH, short Alliant Techsystems (ATK), and long the Indian Rupee.

The December 2014 Evaluation newsletter is embedded below:

If you missed it, be sure to check out a past issue of Evaluation featuring an interview with Avenue Capital’s Marc Lasry.

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