What We're Reading ~ 11/5/10 ~ market folly

Friday, November 5, 2010

What We're Reading ~ 11/5/10

What we do and don't know about Berkshire's succession planning [Rational Walk]

Financial blog wars [Reformed Broker]

Notes from the ground in China [Eric Jackson]

Sell in May & go away or the seasonal switching strategy [World Beta]

An interview with Alice Schroeder, author of The Snowball, re: Warren Buffett [Simoleon Sense]

Hedge fund FrontPoint alleged to have gotten illegal tips [Reuters]

Checking in on William von Mueffling's new-look Cantillon Capital [WSJ]

On advocating separate accounts and the death of the hedge fund structure [Leigh Drogen]

A look at how different sized hedge funds have fared [AllAboutAlpha]

13D filings: Big investors appear out of thin air [NYTimes]

Swiss money manager Felix Zulauf says gold could reach $2,500 [Big Picture]

Fortune Brands (FO) is planning a meeting with Bill Ackman [Bloomberg]

We previously detailed Ackman's activist position in Fortune Brands [MF]

A recent talk with Warren Buffett [CNNMoney]

Al Pacino to play hedge fund manager in movie Arbitrage [Variety]

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