User Info

Profile Completion

Subscriptions & Roles

  • Official Monkey
  • Certified User
  • Annual Comp Report Access

User Tracker

Login / register to send Gray Fox a private message.


Preview Freshness
Gray Fox AMAI've posted here for about five years, but with much less frequency the past year and a half. @xqtrack" @Kenny_Powers_CFA" @BlackHat" and others did similar threads. Earnings season is over and it is relatively quiet, I figured I would do something similar. I've been an analyst at fundamental l/... 3 months 1 week
Tiger CubsI wanted to ping the WSO community and see if there are any users here that are analysts in the Tiger Cub network and would offer some insights. I work for a L/S fund with a value focus and our analysts have very little interaction with other funds. We spend essentially all of our time in SEC... 2 years 5 months
Baupost LetterDoes anybody have a copy? I'm sure this has been brought up before, but thought I would bring it back up. I'm willing to trade a copy of all my notes from Ira Sohn (fair warning they are hand written). 2 years 9 months
Back Office CFA???I saw this headline on the bottom of my bloomberg today in the area that just keeps scrolling news, and I thought it was a spoof from some website like Dealbreaker, but its real. http://www.... 2 years 10 months
HBS Case Study on Hayman Capital and JapanCredit to Zero Hedge for posting this - a great read. 3 years 6 months


Preview Freshness
Why wouldn't you just bump this thread?http://www...Why wouldn't you just bump this thread? 4 days 23 hours
undefined: These guys have made a name for...[quote="undefined"]These guys have made a name for themselves by making aggressive, contrarian and publicized plays on large companies. I see two lessons in that:1) They are good at it, and tend to have an edge so what seems like excessive risk to an outsider may be in line with their expectations.... 1 week 5 days
undefined: There are so a few big holders of the...[quote="undefined"]There are so a few big holders of the stock on this forum.Ruane is betting the farm on the company. If they are wrong, it could be the end of them a la Berkowitz.[/quote] Berkowitz shit the bed, but is still running a $5bn fund. I wouldn't call it "The End" 1 week 6 days
Should a moderator just change the topic of the...Should a moderator just change the topic of the thread at this point? I was kind of curious after about the three posts then it turned into another pity party 2 weeks 3 days
jackblack2129: Gray Fox: A lot of HF/PE...[quote="jackblack2129"] Gray Fox: A lot of HF/PE associates in their mid-20s make more money than brain surgeons in their 40s. I don't know what fantasy land you live in. As somebody who didn't do the family thing and go into medicine (my whole family is literally in medicine), I can tell you... 2 months 5 days
-Medicine is largely a noble profession (with...-Medicine is largely a noble profession (with obvious exceptions and bad people/situations). Finance is very important in the sense that functioning capital markets drive real economic growth. Economic growth improves living standards and overall wellness. That being said, the day-to-day parts... 2 months 1 week
alman: This is the first thread I've started (I...[quote="alman"]This is the first thread I've started (I think) so bear with me... I'm a late 20's CFA charterholder who works in a FO job in Asset Management (global shop that manages >$100bn) and would like to have a go at HF. I like the people I work with and it's the type of shop in which... 3 months 4 days
JackandDaniels: Large AUM; lean headcount....[quote="JackandDaniels"]Large AUM; lean headcount. Pershing is very extreme example if AUM / person but Glenview would be another very solid option.[/quote] This is kind of like saying USC or Alabama is a great place to play football 3 months 4 days
jankynoname: Thanks for doing this. Wonder if...[quote="jankynoname"]Thanks for doing this. Wonder if you could comment on any fundamental L/S shops or individual PMs that you respect? Are they the big names that we would all be aware of, or are there some mid-sized under the radar funds that do things really well in terms of the soundness of... 3 months 5 days
fortheppl: What are your thoughts on activist...[quote="fortheppl"]What are your thoughts on activist investing?[/quote] -The media makes activism seem like a much bigger deal than it actually is in real life. Activists are $150bn of $3 trillion in hedge fund AUM. They get 50%+ of the media exposure and are 5% of the assets. In terms of... 3 months 6 days
WallStreet Prep Master Financial Modeling