Hedge Fund Notes and Long/Short Theses
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."
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.
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