I have been reading Buffett's newsletters as well as Pershing Square's presentations whenever I can get my hands on them. (I have linked to them below for your perusal as well). I also try to read Greenlight's quarterly investor letter as well. Who else do y'all follow and are there any other presentations I should read?
http://www.berkshirehathaway.com/letters/letters…
http://www.scribd.com/doc/26531910/Pershing-Squar…
http://www.scribd.com/doc/88340350/Justice-Holdin…
thanks for the links. Buffett's shareholder letters are definitely an interesting read. I would suggest also suggest taking a look at Einhorn's short presentations as a couple are available online if you look for them
Bridgewater's Dalio "Principles" are a pretty good read too.
you mean that 100+ pages of how your suppose to be open and honest, and critical at all times? Ya if you wanna shoot yourself go for it. Anyways, I personally like David Einhorns presentations. His long positions seems a bit wacked, like he was in RIMM, BBY i think but his short ideas are great reads.
Awesome Nabooru. Here are two links I dug up for those interested:
http://cache.dealbreaker.com/uploads/2010/10/VIC2010Presentation.pdf http://online.wsj.com/public/resources/documents/EinhornGMCRpresentatio…
I am not sure what people's takes are regarding the usage of presentations and/or newsletters but I really enjoy reading them.
Oh snap! Pershing^2 and b to the hizzee 4 rizzel!
good post reading these is the single best way to learn to think like an investor. dan loebs abrasive letters to management are hilarious http://danloebletters.blogspot.ca/ and ive seen his investor letters floating around too. also marketfolly.com covers this kind of stuff
and yeah if they wanted to do a video version of bridgewaters 'principles' it would be 45 minutes of ray dalio jacking off in front of a mirror
It took some effort, but I was finally able to climax to Warren Buffett's shareholder letters.
Anything by Kyle Bass is worth the time.
They really really need to make a website that you can subscribe to that sends you the shareholder letters of the people that you want to here from. I am way too lazy to go through all of them.
anyone know of non-activist funds that regularly release their pitches / presentations? i've been able to find presentations floating around from the below firms (all activist, which makes sense given their agenda), but was wondering whether there were any passive investors that also publish their analysis (either equity or credit). preferably established / respected investors - elliott, pershing square, marcato, greenlight, kerrisdale, citron, land&buildings
http://assets.pershingsquareholdings.com/2014/10/PSH-Annual-Report-12.3…
All the major activist presentations, including PS, are on 10x EBITDA
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