I changed the link-fest style a bit this week. Instead of combinding the consuelo mack video with the link-fest, I have decided that when the speaker is interesting I will make it seperate article posted Monday morning. This week Michael Mauboussin was interviewed, and I will have the videos with my notes on it posted Monday. Next week is another great interview, Steven Romnick of FPA, so that as well will be a seperate article. When the speaker is so-so I will just include it at the bottom of the sunday link-fest. If you want to follow me to get notified when the interview is posted, check back Monday or follow me on Twitter, Facebook or Feedburner.
Without further to do:
Gramercy Capital: Loose Ends
Was not CRE the next shoe to drop?
Gramercy Capital: Management Team
Greek Yields: “Certain Default, But Not Yet
Opinion: The Facts About Fracking
The Airplane of the Future
Einhorn shorts Wilpon: A look at Einhorn’s investment in the NY Mets
Why Robert Rodriguez has more than half his holdings in energy stocks
Anyone can beat the market by Joel Greenblatt.
Smaller is better, when it comes to hedge funds [Financial Analyst Journal]
http://www.colonyinc.com/pdfs/060811chairmancorner.pdf from Howard Marks
Notes From Leaders In Investing Summit: Leon Cooperman, Larry Robbins, Bill Ackman, Howard Marks & More
Howard Marks & Oaktree’s IPO: should you buy? [Barbarian Capital]
Repro-Med Systems (REPR) – The Beauty of Recurring Revenue
Merger Arbitrage Mondays – June 20, 2011
Why Do Airlines Always Lose Money?
Redacted Version of the June 2011 FOMC Statement
Bill Ackman considers IPO in quest for permanent capital [AR + Alpha]
Wintergreen Sees Opportunities in Global Markets – Video – Bloomberg
Expensive Markets Mean Low or Negative Prospective Returns (updated) | Value Restoration Project
Profile on Oaktree’s Howard Marks [Bloomberg]
A banking franchise within a franchiser
Stocks cheapest in 26 years [Bloomberg]
Earnings Power When Assets Change
Someone sees some potential value in Seahawk Drilling’s equity [Oddball Stocks]
The New Yorker looks at insider trading [New Yorker]
Spooky stuff from China. The trillion dollar question is how to play it.
Steady,…. Hold…. Hold…….
5 Dividend Paying Giants of Technology Trading at Absurdly Low Valuations
Holding Holders (again)
The Case for Raiding Your 401(k)
Our top ten perks of the 2011 proxy season!
An examination of the “Profit and Value” strategy
My Favorite Takeaways from the Oaktree S-1
Understanding platforms and their role in providing a durable competitive advantage