Friday, June 6, 2014

What We're Reading ~ Hedge Fund Links 6/6/14

Hedge fund AUM hits $2.9 trillion [FINalternatives]

The hedge fund fee conundrum [All About Alpha]

Carl Icahn acquired Fannie/Freddie shares from Fairholme [Reuters]

Marcato Capital sends letter to American Realty Capital [Yahoo Finance]

Profile of David Abrams (ex-Baupost) [WSJ]

Want to work at a hedge fund? Go to these schools [CNBC]

Hedge fund cover without the hedge fund fees [Bloomberg]

The mysterious power pulling strings on Wall Street [Guardian]

In defense of hedge funds [Guardian]

Hedge fund replication: is it right for you? [P&I]

50 stocks most loved by hedge funds [WSJ]

The $13 billion mystery angels [BusinessWeek]

Icahn's son Brett setting up a hedge fund [WSJ]

Wednesday, June 4, 2014

What We're Reading ~ Analytical Links 6/4/14

Q&A with Alice Schroeder, author of The Snowball, book on Warren Buffett [Reddit]

For great returns, follow the cash [Millennial Invest]

Does value investing work in the tech sector? [Alpha Architect]

A lifelong pursuit of investment knowledge [Abnormal Returns]

On the importance of ROIC [Base Hit Investing]

Mauboussin on dividends and buybacks [Credit Suisse]

The demise of set-top box makers [BuysideNotes]

E-commerce is a bear - what one entrepreneur learned building [Medium]

Beware of emotions when investing [Investors]

Confessions of a former analyst [LinkedIn]

It's activists, not Buffett who can change corporate America [Dealbook]

Deciphering the economics of venture capital [TechCrunch]