| I'm a Hedge Fund Analyst - Ask Me AnythingI work as a long/short equity analyst at a large hedge fund. I've been lucky enough to be more than just a model monkey early on in my career, but have also been exposed to the stress of being measured on returns. I primarily cover consumer and TMT names. I went the typical path (target school -->...|| 2 years 6 months|
| JCP: Yet more proof of insider tradingJCP announced a 10mm secondary offering (~5% dilutive) after-market, yet the stock traded down 6.4% intra-day, starting up ~1% and steadily declining to -5.4%.
After HNZ options trading, this is further evidence that insider trading remains rampant despite the...|| 3 years 1 month|
| HLF - Icahn files 13D citing 12.98%/14m share...Intends to discuss strategic alternatives w/ mgmt such as a recap or going private transaction.
He'll be on CNBC tomorrow from 12-1.
And the saga continues.
Blackhat, I look forward to collecting that drink :)
http://edgar.sec.gov/Archives/edgar/data/921669/000092846413000023/...|| 3 years 2 months|
| It's official: Dell going privateMichael Dell and Silverlake announce $24.4bn deal @ $13.65/share (25% premium to $10.88 close on 1/11/13). 45 day go-shop available.
MSFT to contribute $2bn loan.
Debt financed by BAML, Barcap, CS, RBC
Dell itself was advised by Goldman Sachs
Silverlake advised by BAML, Barclays, CS,...|| 3 years 2 months|
| Icahn says he doesn't like/respect Ackman...Hilarious.
JCP appears to be a disaster that continues to get worse. TGT was a bust. HLF bet could turn against Ackman as well. His GGP investment was great, but that was sourced by one of his junior guys, not him (rumor has it the guy got $20m at ~26/7). Could we be seeing Ackman's status...|| 3 years 3 months|
| Transitioning from IB/ER to HF Series - Part 2:...Welcome to Part 2 of the Transitioning from IB/ER to HF Series. See Part 1 here. This portion will focus on where to interview and behavioral questions.
You’ve been anxiously awaiting the beginning of the interview season. You’ve spent time with headhunters, prepared a long and short stock pitch...|| 3 years 3 months|
| Transitioning from IB to HF Series - Part 1:...With headhunters likely beginning to reach out in December/January, I thought I'd put out a series of posts on making the transition from IB to HF. This one talks about getting that first interview.
If you're in a decent group, most--if not all--the major headhunters will reach out to you. The...|| 3 years 3 months|
| CT School ShootingTwo gunmen shot up an elementary school in CT. AP reporting 27 dead, including 18 children. The oldest kids were only 9/10 years old. This makes me sick... how does one put a stop to something like this?|| 3 years 4 months|
| Finishing 1st Year as HF Analyst - Ask AnythingThere have been several of these so I don't know how helpful I can be. Will do my best
Took a pretty traditional route to get the job: Target school Top banking group HF job through headhunter
Not going to give out too many personal details, but I'm sure people could figure out who...|| 3 years 9 months|
| Magic Mike rakes in $39mm over weekend, proves...Original thread:
If I've learned anything from a lifetime of sports, it's that it wasn't my personality that was winning girls over in the summer months during high school/college (pools, beaches,...|| 3 years 10 months|