What We're Reading ~ 3/5/10 ~ market folly

Friday, March 5, 2010

What We're Reading ~ 3/5/10

A great read on one of the original hedgies that profited from subprime, an excerpt from Michael Lewis' new book: The Big Short [Vanity Fair]

An in-depth 3-part presentation on Life Partners (LPHI), a stock Dan Loeb's Third Point has held [Harbor]

Trapeze Asset Management's latest investor letter [My Investing Notebook]

Third Avenue's Marty Whitman talks about value [Manual of Ideas]

An interview with hedge fund manager Whitney Tilson [ValueWalk]

Lessons from Pershing's Ackman [Eric Jackson, TheStreet]

A rare glimpse inside the life of SAC Capital's Steven Cohen [BusinessWeek]

New hedge fund disclosures to start in September [WSJ]

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