The transcript of the May 16, 2008 Ruane, Cunniff & Goldfarb Investor Day at the St. Regis Hotel, New York City. The transcript includes a lot of interesting questions about individual stocks.

Notes by Michael Onghai of the May 16, 2008 Sequoia Fund Annual Investor Day.

Streetinsider.com 13D Tracker provides a post well worth reading: "Activist hedge fund manager Daniel Loeb and his Third Point LLC fund have been very aggressive recently --- targeting PDL BioPharma today, and also Acorda Therapeutics and Pogo Producing recently...Below we take a look at the stocks in his portfolio..." The list is long and includes the (%) size of the largest stakes.