Mittleman Brothers 1Q17 Letter – Revlon & International Game Technology
Mittleman Brothers Investment Mangement 1Q17 Commentary, May 1, 2017 [...]
Investing
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Bill Gross June Investment Outlook: How to Make Money, June 13, 2017 Because of the secular headwinds, currently labeled as the “New Normal” or “Secular Stagnation”, [...] -
Petra Capital Management 1Q17 Letter, May 12, 2017 Performance/Review: Petra Korean Value Equity Strategy up 4.0%, net of fees vs. Kospi Index up 6.6% Strong return on Kospi [...] -
GMO White Paper – The US Dollar: Still the Cleanest Dirty Shirt?, April 2017 “There is a fundamental conflict between preserving stability and allowing the freedom and [...]
Smart Money
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Mittleman Brothers Investment Mangement 1Q17 Commentary, May 1, 2017 Performance Gained 5.4% in 1Q17 vs. 6.1% in S&P 500 and 2.5% in Russell 2000 Top 3 contributors were [...] -
Ariel Investments – Focused Value Composite 1Q17 Letter, April 25, 2017 Ariel Focused Value Composite posted a return of 7.07% compared to 6.07% for S&P 500 and 3.27% [...] -
Blue Tower Asset Management 1Q17 Letter, April 17, 2017 Relative Weakness in Small-Caps Russell 2000 have market caps between $133 million and $3.9 billion; Russell 2000 [...]
Lessons
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IP Capital Partners – 1Q17 Quarterly Report “If you’ve got the power to raise prices without losing business to a competitor, [...] -
Perpetual Beta – Broyhill Asset Management (The View From The Blue Ridge), May 26, 2017 “The strongest predictor of rising into the [...] -
Darden MBA Value Investing Conference (November 11, 2008) Presentation by Alice Shroeder (Author of Snowball) Case Study: Mid-Continent Tab [...]
Job Interview
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Question: You are given two jugs – one fills up to exactly 3 liters and one fills up to exactly 5 liters. How can you fill the jug with [...] -
Question: You are given a rope which can be fully burnt in one hour. The rope burns unevenly meaning half burnt does not necessarily [...]
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Question: What is the square root of 100,000?; or What is the square root of 7,000,000? Answer: The interviewer is obviously [...]
People
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Paul Singer is a hedge fund manager and founder of Elliott Management Corporation. Elliott specializes in distressed debt [...] -
Julian Robertson is a legendary investor who has helped launch some of the most successful careers in the hedge fund industry. He [...] -
Lee Ainslie is the founder and head of Maverick Capital, a long/short equity hedge fund in Dallas, Texas. He is a Tiger Cub, [...]
