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Gray Fox AMAMod Note (Andy) - we're reposting the top AMA's from 2015, this one was originally posted 8/18/2015. I'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... 1 month 3 days
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 8 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 11 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.... 3 years 3 weeks
HBS Case Study on Hayman Capital and JapanCredit to Zero Hedge for posting this - a great read. 3 years 8 months


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I looked at the process in depth and spoke to a...I looked at the process in depth and spoke to a lot of people after four years at a hedge fund (went straight to buy-side). I had a higher GMAT/lower GPA but overall a similar profile. I ultimately decided not to go to business school. These were my quick anecdotes. -A given level of PE... 1 week 5 days
Glad to hear you blasted your way out of there...Glad to hear you blasted your way out of there and got away with the diamonds. Congrats. 2 weeks 3 days
Do IBD - MF PE - HBS - Tiger Cub. Gotta get that...Do IBD - MF PE - HBS - Tiger Cub. Gotta get that mad preftige Bro 1 month 3 weeks
Tobacco companies are a great example of here,...Tobacco companies are a great example of here, they produce a ton of cash and pay it out shareholders. PM has negative book value, LO was negative before they were acquired, and MO has very little book equity. RAI has a lot of book value after writing up the LO intangibles/goodwill. 2 months 1 week
Why wouldn't you just bump this thread?http://www...Why wouldn't you just bump this thread? 2 months 2 weeks
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.... 2 months 3 weeks
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" 2 months 3 weeks
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 months 3 weeks
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... 4 months 2 weeks
-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... 4 months 2 weeks
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