Value Investing News

The brand new first quarter issue of our premium Hedge Fund Wisdom newsletter is now available!  Subscribers please login at www.hedgefundwisdom.com to download it.

In The New Issue

- Equity analysis of 3 stocks top hedge funds are buying: 
Written by hedge fund analysts, this...

We're posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from David Einhorn of Greenlight Capital.  He presented a long of Oil States International (OIS).

Long: Oil States International (OIS)

It's a low cost provider. ...

Today we present notes from the 2013 Ira Sohn Conference in New York.  The 18th annual event featured top hedge fund managers presenting investment ideas and the proceeds from the event benefit pediatric cancer research and treatment via the Sohn Conference Foundation.  Summaries of each...

It's been a while since we checked in on the performance of prominent hedge funds so today we'll highlight how some of the top managers have been faring in 2013. 

Some of the top performers thus far include Glenview Capital (up 17.94%), Third Point Ultra (up 15.44%), Odey European (up...

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Kynikos Associates founder Jim Chanos was on CNBC today talking his short positions, China, and even some of his longs.  Here's the key takeaways from his talk:

Chanos' Technology Longs & Shorts

One of the main takeaways here is that he's long leading players in the mobile...

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Some stock picks from David Einhorn [Portfolios With Purpose]

Lee Cooperman: stocks are the only place to be [HFIntelligence]

Latest interview with short seller Jim Chanos [Salon]

To use a fund of funds or go direct? [HFIntelligence]

Half of hedge funds think their competitors are...

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An earnings report every hedge fund manager should review [All About Alpha]

Nelson Peltz reportedly plotting Mondelez/Pepsi merger [Telegraph]

Hedge funds continue with their dollar love affair [ValueWalk]

Hedge funds dividing into haves and have-nots [II Alpha]

When David Einhorn...

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Some hedge fund short activity in Europe [ValueWalk]

Hedge fund fees: price competition? [Research Puzzle]

What GLRE is worth to David Einhorn [Brooklyn Investor]

Market thoughts from Whitebox's Andrew Redleaf [Absolute Return]

Interview with Mohnish Pabrai [Outlook India]

Tiger...

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The new Q4 issue of our premium Hedge Fund Wisdom newsletter has just been released and it features a brand new consensus buy/sell section!  Subscribers please login at www.hedgefundwisdom.com to download it.

In The New Issue

- Brand new consensus buy/sell section:  Top 5 buys, top...

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If you missed it earlier this week, here are the analytical links and below are links with updates from around the hedge fund industry:

Hedge Fund Links

David Einhorn's email exchange with Henry Blodget re: Apple [Business Insider]

Baupost navigates a tough year yet still profitable...

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Kynikos Associates' founder Jim Chanos recently sat down with Reuters to talk about why he's shorting the personal computer industry, China's debt load, and other topics.  He started by talking about what he's looking for as a short seller:

Chanos points to reading SEC filings as a must,...

David Einhorn's Greenlight Capital is out with their Q4 letter to investors via ValueWalk.  Greenlight returned 7.9% in 2012 and 19.4% annualized.

The key takeaways from Greenlight's fourth quarter activity include:

- Bought more Apple (AAPL):  They originally trimmed their position...

Let the battle begin.  Dan Loeb's hedge fund Third Point has started a long position in Herbalife (HLF), he revealed in his Q4 letter to investors.  He also filed a 13G with the SEC disclosing that Third Point owns 8.24% of the company as of January 3rd.

Loeb Long Herbalife

Readers...

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Playing catch up after the holidays, we wanted to make sure everyone had a chance to see Bill Ackman's presentation on his latest short position: Herbalife (HLF).

The Pershing Square Capital Management CEO gave the pitch at a recent special Ira Sohn event.  In a very thorough and detailed...

Continuing our series of notes from the Sohn London Investment Conference, next up is Jim Chanos of Kynikos Associates who gave a presentation entitled 'Brazil: Resource Rich, Not Riches."

Negative on Brazil

For those unaware, Chanos runs short-biased hedge fund Kynikos Associates.  As...

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