MarketFolly.com
10-29-2010, 07:00 AM
Latest investor letter from Paul Tudor Jones (http://dealbreaker.com/2010/10/paul-tudor-jones-latest-letter-to-investors/) [Dealbreaker]
If you missed it, we posted up Lee Ainslie & Maverick Capital's latest letter (http://www.marketfolly.com/2010/10/lee-ainslie-maverick-capitals-third.html) [MarketFolly]
Why is Todd Combs bullish on Western Union (http://www.rationalwalk.com/?p=10050) (WU)? [Rational Walk]
Are there any catalysts for Microsoft (http://classic.abnormalreturns.com/monday-screencast-microsoft-catalysts/) (MSFT)? [AbnormalReturns]
Effects of quantitative easing: which companies have pricing power (http://pragcap.com/pricing-power)? [Pragmatic Capitalism]
Investment checklist for stock selection (http://www.oldschoolvalue.com/investing-strategy/investment-checklist-stock-selection/) [Old School Value]
Case study on AbitibiBowater unsecured bonds (http://www.distressed-debt-investing.com/2010/10/distressed-debt-case-study-abh-bowater.html) [DistressedDebtInvesting]
Bill Hwang's hedge fund Tiger Asia receives SEC subpoena (http://www.bloomberg.com/news/2010-10-28/tiger-asia-management-gets-sec-subpoena-after-hong-kong-securities-probe.html) [Bloomberg]
Looking ahead to the Combs era of Berkshire Hathaway (http://online.wsj.com/article/SB10001424052702304173704575578762539510720.html?m od=googlenews_wsj) [WSJ]
Stocks modestly expensive according to Buffett's favorite valuation metric (http://pragcap.com/buffetts-favorite-valuation-metric-stocks-modestly-expensive) [Pragmatic Capitalism]
Berkowitz's Fairholme to start stock-bond allocation fund (http://www.businessweek.com/news/2010-10-26/berkowitz-s-fairholme-to-start-stock-bond-allocation-fund.html) [BusinessWeek]
JPMorgan's Highbridge Capital to buy Brazilian hedge fund Gávea (http://www.finalternatives.com/node/14294) [FINalternatives]
Interesting look at how Apple (AAPL) approaches things (http://www.businessweek.com/magazine/content/10_44/b4201096309840.htm) [BusinessWeek]https://blogger.googleusercontent.com/tracker/5975869446501122263-3823500440016339850?l=www.marketfolly.com
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More... (http://feedproxy.google.com/~r/MarketFolly/~3/B3LXtUCejeA/what-were-reading-102910.html)
If you missed it, we posted up Lee Ainslie & Maverick Capital's latest letter (http://www.marketfolly.com/2010/10/lee-ainslie-maverick-capitals-third.html) [MarketFolly]
Why is Todd Combs bullish on Western Union (http://www.rationalwalk.com/?p=10050) (WU)? [Rational Walk]
Are there any catalysts for Microsoft (http://classic.abnormalreturns.com/monday-screencast-microsoft-catalysts/) (MSFT)? [AbnormalReturns]
Effects of quantitative easing: which companies have pricing power (http://pragcap.com/pricing-power)? [Pragmatic Capitalism]
Investment checklist for stock selection (http://www.oldschoolvalue.com/investing-strategy/investment-checklist-stock-selection/) [Old School Value]
Case study on AbitibiBowater unsecured bonds (http://www.distressed-debt-investing.com/2010/10/distressed-debt-case-study-abh-bowater.html) [DistressedDebtInvesting]
Bill Hwang's hedge fund Tiger Asia receives SEC subpoena (http://www.bloomberg.com/news/2010-10-28/tiger-asia-management-gets-sec-subpoena-after-hong-kong-securities-probe.html) [Bloomberg]
Looking ahead to the Combs era of Berkshire Hathaway (http://online.wsj.com/article/SB10001424052702304173704575578762539510720.html?m od=googlenews_wsj) [WSJ]
Stocks modestly expensive according to Buffett's favorite valuation metric (http://pragcap.com/buffetts-favorite-valuation-metric-stocks-modestly-expensive) [Pragmatic Capitalism]
Berkowitz's Fairholme to start stock-bond allocation fund (http://www.businessweek.com/news/2010-10-26/berkowitz-s-fairholme-to-start-stock-bond-allocation-fund.html) [BusinessWeek]
JPMorgan's Highbridge Capital to buy Brazilian hedge fund Gávea (http://www.finalternatives.com/node/14294) [FINalternatives]
Interesting look at how Apple (AAPL) approaches things (http://www.businessweek.com/magazine/content/10_44/b4201096309840.htm) [BusinessWeek]https://blogger.googleusercontent.com/tracker/5975869446501122263-3823500440016339850?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=B3LXtUCejeA:VdayH5UKUxo:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=B3LXtUCejeA:VdayH5UKUxo:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=B3LXtUCejeA:VdayH5UKUxo:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=B3LXtUCejeA:VdayH5UKUxo:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=B3LXtUCejeA:VdayH5UKUxo:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=B3LXtUCejeA:VdayH5UKUxo:V_sGLiPBpWU)
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