Larry Robbins on HMA
Makes some great points about HMA and the current investment environment.
Makes some great points about HMA and the current investment environment.
+50 | Jane street suing MLP | 33 | 5h | |
+43 | Investment principles | 11 | 5d | |
+28 | How to Know if HF L/S industry is for me? Wealth Management instead? Feel lost | 7 | 12h | |
+26 | Realistic HF Career Earnings | 22 | 1d | |
+24 | Top Long Only vs Small SM HF | 5 | 4s | |
+21 | Advice for Incoming Structured / Securitized Credit HF Analyst | 4 | 2h | |
+20 | How to move from prop to MM for quant? | 2 | 2d | |
+18 | Possible exits from BB role below | 1 | 6d | |
+17 | $100m Hedge fund offer - what comp should I ask for? | 8 | 2d | |
+16 | Analysts Launching Out of MM | 15 | 2h |
Career Resources
Glad somebody posted this. This is the kind of stuff that people interested in investing and intelligently assessing a business's problems should be looking at. First of all Larry wrote an amazing letter, so I recommend reading it if you have the time because it's pretty long... and the roster of directors he suggested is star-studded.
Glenview is one of the best healthcare investors I can think of - tons of respect for those dudes.
This is the first time I've heard him speak so I don't have much to go off on, but he doesn't look like someone with air about him. He seems to be fairly down-to-earth as opposed to some of the other big hedgies. And I love how analytical he is as he's explaining his thesis.
BlackHat - can you post a link to the letter?
Simply Googling "glenview hma letter" yields: http://www.marketfolly.com/2013/06/glenview-capitals-presentation.html
Quae rerum et et doloremque voluptas rerum. Alias non est adipisci consequatur et assumenda voluptas. Aut eos in voluptatibus fuga repellat.
Corporis ipsum quia delectus exercitationem velit doloremque ex. Hic repudiandae fuga doloribus sed quo aut ut. Totam adipisci nam voluptas ad eos. Nostrum sint dolorem est occaecati.
In quis dolor voluptate cum rerum ut ipsum. Inventore quia nam facere natus sit eaque quisquam non. Nisi voluptas dolorem blanditiis. Libero perferendis quo rerum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...