Mario Gabelli: El-Erian’s Terrific, but Not an Equity Guy

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Mario Gabelli: El-Erian’s Terrific, but Not an Equity Guy
Photo of Mario Gabelli via <a href="http://www.insidermonkey.com" target="_blank">Insider Monkey</a> (CC BY-ND 2.0)

Mario Gabelli, chairman & CEO at Gamco Investors discusses biding for wireless spectrum, the evolving role of activist investors and Mohamed El-Erian’s exit from Pimco on Bloomberg Television’s “In The Loop.”

Southpoint Capital likes these stocks [Q1 Letter]

Clint Carlson Far ViewSouthpoint Qualified Fund and Southpoint Qualified Offshore Fund returned 2.5% net for the first quarter, compared to the S&P 500's 6.2% return and the Russell 2000's 12.7% gain. During the first quarter, Southpoint's funds averaged 133% long and 70% short. Q1 2021 hedge fund letters, conferences and more The fund's long positions added 13% gross Read More


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