What We're Reading ~ 9/23/11 ~ market folly

Friday, September 23, 2011

What We're Reading ~ 9/23/11

The Warren Buffetts next door [Matt Schifrin]

Excerpts from Seth Klarman & Baupost Group's Q2 letter [ValueWalk]

Third Point's presentation on Yahoo! [Dealbreaker]

Ten market crash commandments [Reformed Broker]

The fall of FrontPoint Partners [AR+Alpha]

The rise & fall of Yahoo! (YHOO) [BigPicture]

Third Point raises $500m for reinsurer [FINalternatives]

Hedge funds offering more separate account options [OnWallStreet]

John Paulson loves stocks [WSJ]

Has Paulson lost his touch? [BusinessWeek]

Good take on the Netflix (NFLX) situation [Splatf]

Meet Warren Buffett's new hire [Fortune]

Does the euro have a future? [George Soros]

Gaining by betting against Chinese reverse mergers [WashingtonPost]

Copper leads commodities downward [Barrons]

Activist investors finding more targets [Reuters]

Harvard endowment rises 21% on hedge fund gains [Bloomberg]

Asking the right & wrong questions [Dan Ariely]

Oldie but goodie: Wall St trader tells all [Independent]

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