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About/Contact Hedge Fund Wisdom: New Issue Just Released

Updates on what top hedge funds are investing in

Friday, March 15, 2013

Sohn Conference Speakers Announced: Druckenmiller, Singer, Einhorn, Eisman & More
The 18th Annual Sohn Investment Conference has just released its list of speakers and it's packed with prominent hedge fund managers. This is always one of the premier investment conferences each year and proceeds benefit the Sohn Conference Foundation, dedicated to the treatment and cure of pediatric cancer. You can register for the event here.

Our Top 10 Stocks for 2013 are set to crush the S&P this year.

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Event Details
Date: Wednesday, May 8th, 2013 Time: 12pm - 6pm with reception to follow Location: Lincoln Center, New York City

Speakers List
Stanley Druckenmiller, ex-Duquesne Capital David Einhorn, Greenlight Capital Paul Singer, Elliott Management Steve Eisman, Emrys Partners Bill Ackman, Pershing Square Kyle Bass, Hayman Capital Management Jim Chanos, Kynikos Associates Mitchell Julis, Canyon Partners Jeffrey Gundlach, DoubleLine Keith Meister, Corvex Management Li Lu, Himalaya Capital David Stemerman, Conatus Capital Clifton Robbins, Blue Harbour Group Tor Olav Troim, Seadrill

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Click here to download the .pdf

Recommended Reading Lists

Seth Klarman's Recommendations Warren Buffett's Reading List David Einhorn's Picks Bill Ackman's Favorite Books Dan Loeb's Recommendations

As you can see, the list of speakers is fantastic so there should be some intriguing investment ideas shared, all benefiting a great cause. To get a ticket to the event, click here.

Hedge Fund Blue Ridge Capital's Picks Fundamentals & Valuation Technical Analysis & Charts

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Books We've Reviewed

Posted bymarket folly at10:18 AM0 Comments and 0 Reactions Links to this post Labels:charity,ira sohn conference

What We're Reading ~ Hedge Fund Links 3/15/13

Once bashful, hedge fund pros bask in media glare [Yahoo Finance]

Oaktree Capital's founder knows how to get an edge in investing [Barron's]

Bill Ackman on what makes a great investment [Advisor Perspectives]

York's Dinan squares off against Ackman over JC Penney [Reuters]

Ray Dalio on the upside of negative feedback [Freakonomics]

BofA: hedge funds are fully invested [Business Insider]

New hedge fund launches rise on record industry capital [Investment Europe]

Lansdowne bets against one of France's biggest firms [ValueWalk]

Debunking myths about activist investors [Harvard Law]

Twitter Updates
Top pension approves $800 million for commodities [Hedgeworld] follow me on Twitter

Mixed hedge fund views on China [Institutional Investor]

Archive
Paulson's fund a bust in 2012 [NYPost] 2013 (89) 03/10 - 03/17(7) Micros Systems jumps after ValueAct Capital takes stake [Bloomberg] Sohn Conference Speakers Announced: Druckenmiller,... What We're Reading ~ Hedge Fund Links 3/15/13 Eddie Lampert's 2012 Annual Letter: Sears Holdings... New Book Recommendations From Warren Buffett Lee Cooperman Boosts Polycom Stake Tiger Management buys Dubai internet start-up [ArabianMoney] Oaktree's Howard Marks: Equities in Stage 2 of a B... What We're Reading ~ Analytical Links 3/13/13 03/03 - 03/10(12) Posted bymarket folly at10:18 AM0 Comments and 0 Reactions Links to this post Labels:hedge fund links,what we're reading 02/24 - 03/03(12) 02/17 - 02/24(2) 02/10 - 02/17(14) 02/03 - 02/10(11) 01/27 - 02/03(8)

Blackstone said to get $2.1 billion loan for home purchases [Bloomberg]

What Vegas can learn from Wall Street [Bloomberg]

Ackman, Loeb, Icahn: The big short war ~ full article [Vanity Fair]

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Eddie Lampert's 2012 Annual Letter: Sears Holdings

For value investors interested, below is Eddie Lampert's annual letter from Sears Holdings (SHLD). He reviews 2012, provides SHLD specific commentary, and also shares thoughts on the retail industry in general.

01/20 - 01/27(8) 01/13 - 01/20(5) 01/06 - 01/13(10) 2012 (556) 2011 (373) 2010 (735) 2009 (849)

Embedded below is Eddie Lampert's 2012 letter:

2008 (364)

Blogroll
Alphaclone Abnormal Returns Tickerspy The Reformed Broker Newsflashr eWallstreeter World Beta Footnoted Benzinga Reuters Hedge Hub Distressed Debt Investing Pragmatic Capitalism Zero Hedge Hedge Fund Blogger.com

For other recent value investor commentary, be sure to also check out Warren Buffett's annual 2012 letter.

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Posted bymarket folly at9:00 AM0 Comments and 0 Reactions Links to this post Labels:annual letter,eddie lampert,hedge fund portfolios,investor letters,value investing

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Disclaimer
The content provided within this blog is property of market folly and any views or opinions expressed herein are those solely of market folly and do not represent that of any firm or institution. This website is for educational and/or entertainment purposes only. Use this information at your own

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risk. Market folly is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice. Market folly is not responsible for any 3rd party links or content. Copyright (c) 2013 market folly

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