Hottest Links: SAC Party, Herbalife, Its Summers, HF Alpha, Lynch

Hottest Links: SAC Party, Herbalife, Its Summers, HF Alpha, Lynch

Hottest Links for July 29th, 2013 the PM edition (see the AM edition of hottest links here). Top stories for the afternoon include; Herbalife Ltd. (NYSE:HLF) earnings and Bill Ackman’s track record so far with his bet; Larry Summers is likely to be the next Fed Chairman, but Janet Yellen has a much better ‘track record’; Steve Cohen threw a party in the hamptons after his hedge fund was indicted; Things you can learn from the great Peter Lynch; a clever sophisticated financial fraud scheme; the case for this cheap and boring small cap stock; European earnings disaster, and more.

Hottest Links: SAC Party, Herbalife, Its Summers, HF Alpha, Lynch

Hottest Links: Stories

A dozen things about investing

Black Bear Value Fund November 2022 Update

black bear 1547509305Black Bear Value Fund update for the month ended November 30, 2022. Q3 2022 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear . . . SORRY! This content is exclusively for paying members. SIGN UP HERE If you are subscribed and having an account error please clear cache and cookies if Read More

A Dozen Things I’ve Learned About Investing From Peter Lynch. Ten Griffin is on a role with some great lists from investors with the latest from Peter Lynch. Make sure to check it out and check out the other recent lists. [Tren Griffin, 25iq] Also check out  ‘One Up On Wall Street’, ‘Beating the Street

Won’t Get Fooled Again

We have a bunch of articles recently on sophisticated fraud schemes. See the latest from this nonfinancial blog and a pretty clever one.   [Andy Welch]

Hedge fund alpha down

You have read 100 articles on why hedge funds suck, but (assuming you think alpha is a good metric) the news gets even worse. Check out the latest scoop on that topic here [Valuewalk]

Federal Reserve ‘Doves’ Beat ‘Hawks’

Larry Summers next Fed Chairman according to a careful reading of hints by Barack Obama. See why Obama has likely decided on Summers as the next Fed chair. [Carola Binder]. Also see some very interesting analysis by the WSJ, which scores Janet Yellen as the top macro forecaster for the Fed [Jon Hilsenrath and Kristina Peterson, WSJ]

How much time do you have?

Stop worrying about volatility. Life is short, you are investing long term (if you read this website) then the day to day volatility does not matter. This is obvious, but a needed reminder with a bit of inspiration. [Joshua M Brown, The Reformed Broker]

Simple, boring, and cheap; ROE Plastics

REO PLASTICS INC (OTCMKTS:REOP) what makes this simple boring and cheap company so great? Some might ask the question, or if you are a regular reader just head straight over for the long case. [Nate Tobik, Odd Ball Stocks]

Jailed detective breaks silence

Private detective who spied for companies claims he is being protected by the police. See the startling claims from this alleged fraud whistle blower. [Robert Verkaik, Daily Mail]

Detetecting earnings manipulation and fraud

Beinish model to detect earnings accounting manipulations among companies. See more details on how to check  [Dennis McLeavey, CFA Institute]

Insights from George Soros

Nine great quotes from George Soros [Ivan Hoff, Stocktwits50]

The Surveillance-Free Day

Kevin Roose lives as Alex Jones only wishes he could for 24 hours. The story even includes tinfoil, bitcoins and all the stuff Max Keiser/ Alex Jones types drool over [Kevin Roose, NY Mag]

Herbalife surge costing hedge fund mogul $200 million

Time to check up on Herbalife Ltd. (NYSE:HLF) ahead of the big earnings day. The latest report has Bill Ackman down approximately $200 million, but there is a lot of behind the scenes FTC lobbying going on. How much money will Ackman or Icahn make today? Stay tuned for earnings after the bell. [Michelle Celarier, NYPost]

European Earnings

A few more, You thought American earnings were bad? Check out Europe! Not only are companies missing on the top line they are also missing on the bottom line. [Tyler Durden, ZeroHedge]

Deja Vu on Margin Debt

Margin debt: Partying like its 1999 (or 2007). Its on the rise. See more data here [Cullen Roche, Prag Cap]

Equity long short hedge funds. See the reasons why they underperformed over the past five years and some other issues going ahead. [Joshua M Brown, The Reformed Broker]

Not the Onion

After SAC Capital was indicted, Steve Cohen threw a party for everyone from his vacation home in the  hamptons!  You weren’t invited? You missed out on some good wine but you can at least see the details here. [Matthew Goldstein, Reuters]

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