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Mike Wilkins on Short Selling: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Mike Wilkins of Kingsford Capital who talked about short selling.

Mike Wilkins' Invest For Kids Chicago Presentation

•    Short focused firm with $250MM in AUM
•    Focused on small and...

Nancy Prial Long iCAD: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is the emerging manager panel featuring Nancy Prial of Essex Investment Management who pitched long iCAD (ICAD).

Nancy Prial's Invest For Kids Chicago Presentation

Small and Micro-cap growth investor.

Idea: iCAD...

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New Q3 Hedge Fund Wisdom Issue Just Released: 33% Off Sale Starts Now!

(via www.marketfolly.com)

The brand new Q3 issue of our premium Hedge Fund Wisdom newsletter was just released.  Subscribers please login at www.hedgefundwisdom.com to download the new issue.

Included In The New Q3 Issue:

- Consensus Buy/Sell Lists:  See which stocks are most popular among hedge funds
- Equity...

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Tim Hurd Long Blackrock: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is the emerging manager panel featuring Tim Hurd of Blue Spruce Capital who pitched long Blackrock (BLK).

Tim Hurd's Invest For Kids Chicago Presentation

Idea: BlackRock (BLK)

•    They pursue a private...

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Jonathan Kolatch Long Puerto Rico Power Authority: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Jonathan Kolatch of Redwood Capital who likes Puerto Rico Power Authority ("PREPA").

Jonathan Kolatch's Invest For Kids Chicago Presentation

•    Manages $7B, focus on stress/distress and high yield...

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Nehal Chopra Long Actavis & Charter Communications: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Nehal Chopra of Tiger Ratan Capital.  She pitched two ideas: Actavis (ACT) and Charter Communications (CHTR).

Nehal Chopra's Invest For Kids Chicago Presentation

•    Started in FY09. Worked at...

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Mason Hawkins Long Level 3 Communications: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Mason Hawkins of Southeastern Asset Management who pitched long Level 3 Communications (LVLT).

Mason Hawkins' Invest For Kids Chicago Presentation

•    Founded 1975, 40 years ago. $35 billion...

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Sam Zell's Talk at Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is the fireside chat that Michael Sacks had with Sam Zell of Equity Group Investments.

Sam Zell's Talk at Invest For Kids Chicago

•    Comment on the election (Zell): I don’t know if America is better but...

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Steve Kuhn's Presentation on Japan at Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Steve Kuhn of Pine River Capital who talked about Japan.

Steve Kuhn's Invest For Kids Chicago Presentation

•    Talk about Japan.
•    Heard a comment – “a land alpha goes to...

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Wally Weitz Long Liberty Media: Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Wally Weitz of Weitz Investment Management who pitched long Liberty Media.

Wally Weitz's Invest For Kids Chicago Presentation

Idea: Liberty Media 

•    Split up yesterday when split into two parts....

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Larry Robbins' 4 Long Ideas at Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is Larry Robbins of Glenview Capital who pitched Tenet Healthcare (THC), eBay (EBAY), Teradyne (TER), and Cadence (CDNS).

Larry Robbins' Invest For Kids Chicago Presentation

•    More constructive than average...

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Bill Ackman's Fireside Chat at Invest For Kids Chicago

(via www.marketfolly.com)

We're posting up notes from Invest For Kids Chicago 2014.  Next up is a fireside chat that Mick McGuire of Marcato Capital had with Bill Ackman of Pershing Square.  McGuire worked at Pershing before launching his own fund.

Bill Ackman's Fireside Chat at Invest For Kids...

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Q&A With Guy Spier About His New Book: The Education of a Value Investor

(via www.marketfolly.com)

A MarketFolly reader recently reached out to Aquamarine Capital's Guy Spier about his new book, The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment.  Guy graciously agreed to answer the reader's questions and to host it on MarketFolly so everyone...

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Notes From Invest For Kids Chicago 2014: Ackman, Zell, Robbins & More

(via www.marketfolly.com)

The sixth annual Invest For Kids Chicago just took place and featured hedge fund managers sharing their latest investment ideas to benefit local children's charities (100% of the money raised goes directly to the charities).  Below are links to notes from each speaker's presentation. ...

Sequoia Fund Investor Day Transcript 2014

(via www.marketfolly.com)

Today we wanted to highlight the transcript from Sequoia Fund's investor day earlier this year.  This is old (6 months ago) but is still worth reading due to the in-depth color they provide on their investments and the fact that they're long-term shareholders so most of the positions still...