What is this best way to find top HF's research or long/short theses. Is this information even publicly available or are only their positions? Is this disclosed in investor notes? Any way to get ahold of these or subscribe?
Also what HFs notes do you guys enjoy reading the most?
Also anyone else see Ackman's bet against Herbalife? Says its the "best run pyramid scheme in history."
| +19 | Post HBS hedge fund opportunities | 4 | 2d |
| +18 | Best Non RX Sell Side seat for Opportunistic exits? | 13 | 22h |
| +13 | IB -> HF | 4 | 1d |
| +13 | Left industry… can i return? | 2 | 5h |
| +10 | MF to Smallish HF? | 2 | 4d |
| +10 | How would you transition a long-only book into L/S? | 1 | 2d |
| +10 | Headhunters for SF HFs | 2 | 17h |
| +8 | Brain fog and feeling overwhelmed in HF land | 5 | 11h |
| +7 | Thoughts on situational awareness | 3 | 5d |
| +6 | How to Learn Programming? | 2 | 5d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Einhorn did the GMCR short, not Ackman.
^ Whoops. Regardless though I just watched Ackman's presentation.. some really compelling investment analysis and its awesome he made it open to the public http://factsaboutherbalife.com
Is there any other public research and analysis like this out there?
He made it open to the public to generate negative sentiment and increase the profits of his position.
Laboriosam hic quae architecto accusantium. Dolores aliquid dolorem vel non maxime asperiores. Fuga rerum saepe suscipit at quia. Tenetur accusantium explicabo aspernatur eaque in ipsa ab. Est accusantium sapiente quia est et 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...