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SPAC Liquidation Arbitrage: How To Profit From Hedge Fund Redemptions

By mcournoyer on Tue, 2009-02-03 15:05
(via thedealsleuth.wordpress.com)

Arbitrage Opportunity: Western Sizzlin/Steak 'n Shake Pair Trade

By mcournoyer on Tue, 2008-05-20 11:51
(via seekingalpha.com)

And follow-up, here: http://seekingalpha.com/article/77880-western-sizzlin-s-secretive-quarter

Sequoia Fund to reopen 5/1

By mcournoyer on Wed, 2008-04-23 14:18
(via www.sequoiafund.com)

Third Avenue Q1 Shareholder Letters

By mcournoyer on Fri, 2008-04-04 13:34
(via www.thirdavenuefunds.com)

Martin Whitman devotes a section of his quarterly letter to refuting William Ackman's views on MBIA. My favorite sentence: "The argument that if an entity is in trouble, every liability on the balance sheet of that entity is also in trouble is strictly 'amateur hour'."

Sequoia Fund 2007 Annual Meeting transcript

By mcournoyer on Fri, 2007-08-31 15:27
(via www.sequoiafund.com)

Transcript of Ruane, Cunniff & Goldfarb Investor Day 2007

A Message About Oakmark Select

By mcournoyer on Fri, 2007-08-17 11:24
(via www.oakmark.com)

A message from Bill Nygren about Oakmark Select Fund's recent performance.

New Tweedy, Browne Worldwide High Dividend Yield Value Fund

By mcournoyer on Fri, 2007-08-03 16:42
(via www.tweedy.com)