What We're Reading ~ 7/20/12 ~ market folly

Friday, July 20, 2012

What We're Reading ~ 7/20/12

Muddy Waters negative report on New Oriental Education [Muddy Waters]

Great drought driving food prices higher [Big Picture]

Conversation on potential secular themes [Reddit]

Longleaf Partners Q2 shareholder letter [Longleaf]

The wisdom of crowds in financial markets [Resource Investor]

Tail risk and hedge fund returns [SSRN]

Tech debate between Peter Thiel and Eric Schmidt [Fortune]

A look at the company Square's future [NYTimes]

Profile of Yahoo's new CEO, Marissa Mayer [Spectrum]

Marissa Mayer is in over her head [Slate]

Tons of other great reads from this week [Abnormal Returns]

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