What We're Reading ~ 8/29/2012 ~ market folly

Wednesday, August 29, 2012

What We're Reading ~ 8/29/2012

Portfolio management: convex versus concave strategies [Distressed Debt Investing]

A checklist of advice for investors [Howard Lindzon]

SEC wants activist hedge funds to share with the rest of the class [Dealbreaker]

The short case on Activision (ATVI) [Stableboy Selections]

The long case on Dreamworks (DWA) [Whopper Investments]

A look at the trainwreck that is Gamestop (GME) [Value Plays]

A response to the above GameStop piece [Motiwala Capital]

Why are global macro hedge funds struggling? [Behavioral Macro]

The investment case for Oaktree Capital (OAK) [Brooklyn Investor]

On Netflix (NFLX) and Porter's five forces [Micro Fundy]

Now Salesforce.com (CRM) plays cash flow games [Value Plays]

Facebook attractive valuation if you believe in core business [Can Turtles Fly]

What to think about when writing investor letters [AVC]

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