What We're Reading ~ Hedge Fund Links 2/7/14 ~ market folly

Friday, February 7, 2014

What We're Reading ~ Hedge Fund Links 2/7/14

Robert Karr's Joho Capital shuts down [II Alpha]

Klarman holding 50% cash amid scarce value [ValueWalk]

Scout Capital closing as co-founders views differ on future [WSJ]

Top hedge fund bets on Danish debt crisis [Independent]

Activist investor takes aim at Helen of Troy [Dealbook]

Ackman still bearish on Herbalife as analyst leaves [Dealbook]

Baupost Group had best year since 2009 [Boston]

How exactly should we benchmark hedge funds? [FT]

Hedge fund's bet on Alibaba values company at up to $200bn [CNBC]

Elliott Management: RMBS & CRE up, gold & volatility plays down [HF Intelligence]

Meet Jesse Cohn, the hedge fund investor laying siege to Silicon Valley [Forbes]

Jim Chanos: "we're still short Caterpillar" [WSJ]

2013 periodic table of hedge fund returns [ai-cio]

Tiger Global to invest up to $500 million in Brazil online retailer [HedgeWorld]

Succession exposes risks for hedge funds [FT]

Hedge funds managers are roiling the clubby art market [WSJ]

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