Activist Stocks
February 09, 2016
Activist Stocks @ Activist Stocks
Scrubber of activist hedge funds. Learn more with the newsletter - http://bit.ly/1OFPd8D

Hedge Fund Linkfest - Shmorgishborg

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Oil and equity correlation: Shift in supply side sentiment [ link ]

Don’t worry, self-driving cars are at least a decade away [ link ] via @Scobleizer

What I learned from losing $200 million [ link ] via @NautilusMag

Pitch: Long Nintendo [ link ]

Meet the guy behind Amazon’s brick-and-mortar retail plans [ link ] @DelRey

Investing by design [ link ] via @ChrisPavese

January edition of Value Investor Insight [ link ]

Graham & Doddsville — Winter edition 2016 [ link ]

Top 20 hedge fund manager list [ link ] via @JuliaLaRoche

Invest like a legend: Steve Eisman [ link ] via @NiallCMcGee

Why we’ll never see a Warren Buffett or George Soros again [ link ] via @NickVardy

Wal-Mart came, it saw, it conquered and low it;s packing up and going home [ link ] via @spettypi

Would you pay $36 a month for ESPN [ link ] via @pkafka

What’s going on with Bill Ackman’s Platform Specialty Products [ link ] via @blmsvalue

The crazy story of what really happened to Target in Canada [ link ] via @Joe_Castaldo

A simple way to think about a moat [ link ] via @Greenbackd  (kind of)

Morningstar moats, key considerations [ link ] via @ChesapeakeCap

Meet the lower quality, lower margin Chipotle [ link ] via @BarbarianCap

Startup pays cash for homes, then flips them [ link ] via @RolfeWinkler

American Express — My thoughts [ link ] via @noyesclt

C’mon, bounce [ link ] via @MebFaber

Overview: LiLAC Group [ link ] via @Find_Me_Value

Woolworths [ link ] via @Fritz_100

Caution, teamwork trumped bravado for some hedge funds in 2015 [ link ] via @ldelevingne

Eric Jackson and SpringOwl’s 99-page report on Viacom [ link ]

Nelson Peltz’s Trian Partners already down 10% this year [ link ]

Greenlight Capital 4Q 2015 investor letter [ link ] via @valuewalk

7 of Wall Street’s top athletes share their rigorous workout plans [ link ] via @SallyPancakes

Deutsche Bank — A guide to the oil and gas industry [ link ]

Seth Klarman had its third down year in 2016 [ link ] via @JuliaLaRoche

Is Sum of The Parts worthless [ link ] via @oddballstocks

How stories drive the stock market [ link ] via @RobertJShiller

Bronte Capital Dec. 2015 letter [ link ] via @John_Hempton

Howard Hughes: Houston concerns creates an opportunity [ link ]


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