Great Investors Best Ideas: Price, Einhorn, Ackman, Perry, Pickens And More

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Great Investors Best Ideas: Price, Einhorn, Ackman, Perry, Pickens And More
David Einhorn InsiderMonkey (CC BY-ND 2.0)

Great Investors Best Ideas 2014 conference. More Detailed Notes Coming. Sign up for our free newsletter to make sure you catch them. See our notes from last year here.

T. Boone Pickens: + on MRO & CLNE (again)

Bill Ackman:  + on FNMA & FMCC

Michael Price:  2 ideas (1 old, 1 new):  new idea:  + on FMC.  Old idea:  + on DLB

ValueWalk’s December 2021 Hedge Fund Newsletter: Hedge Funds Avoid Distressed China Debt

InvestWelcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring hedge funds avoiding distressed china debt, growth in crypto fund launches, and the adapting venture capital industry. Q3 2021 hedge fund letters, Read More

Bill Miller:  Buy the homebuilders:  likes the sector in general:  mentions:  KBH, LEN & PHM.  Also really likes XON:  Interexon.

Ray Nixon:  + on 4Q tax loss candidates:  MAT

Paul Isaac:  + on Credit Agricole Regional Banks & Japanese General Trading Companies.

Tom Russo:  + on Cie Financiere Richemont SA

Richard Perry:  likes the idea of containerboard sponsored MLPs,  + on tax loss candidates:  AIG & ALLY

David Einhorn:  + on MU & AAPL, also really likes the Greek banks

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