Friday, April 22, 2016

Hedge Fund Links ~ 4/22/16

Soros says China is resembling 2008 [CNBC]

Advice from hedge fund manager Edward Misrahi [What I Learnt on Wall Street]

Why money manager due diligence is so difficult [A Wealth of Common Sense]

US activist investors finding fewer opportunities, compromise more common [Reuters]

Treasury says hedge funds have stunted oversight [IB Times]

The top performing manager that's too hot for big money to handle [Reuters]

Lone Pine down 8% in Q1 [Reuters]

Bribery probe rattles Och-Ziff [Reuters]

Soros traders leave after disagreeing with CIO [Bloomberg]

Alternative sources of alpha [A Wealth of Common Sense]

Alpha or assets [Investors Field Guide]

How Japan became a hedge fund wasteland [Bloomberg]

Why do smart people keep investing in hedge funds? [Yahoo]

Tiger Global, Viking down in Q1 [Reuters]

US sues ValueAct over Halliburton-Baker Hughes deal disclosures [Reuters]

Wednesday, April 20, 2016

What We're Reading ~ 4/20/16

The Great Minds of Investing [William Green]

On simplicity versus complexity in investing [Reformed Broker]

Capital allocation - defining what is good and what is bad [Value and Opportunity]

Why we think we're better investors than we are [NYTimes]

Billing by millionths of pennies, cloud computing takes in billions [NYTimes]

Inside Amazon's cloud computing infrastructure [DataCenter Frontier]

Inside the nondescript building where trillions trade each day [Bloomberg]

The Energy Transfer - Williams poker game [SL-Advisors]

Kinder Morgan: asymmetric upside potential [Value and Opportunity]

India's thirst for oil is overtaking China's [Bloomberg]

HDR is TV's next big format war [CNET]

Profile on Google's Sundar Pichai [Buzzfeed]

How Jeff Bezos became a power beyond Amazon [Fortune]

Inside the house that Jack Ma built [Bloomberg]

The billionaire behind Walgreens' quest for global dominance [Fortune]

Media websites battle faltering ad revenue [NYTimes]

Ugg: the look that refused to die [The Guardian]

Critical things successful people do every day [Linked In]

Monday, April 18, 2016

2016 Sohn Conference New York & Investment Idea Contest Announced

The Sohn Conference Foundation, in partnership with CNBC, has announced the speaker lineup for the 21st annual Sohn Investment Conference and 3rd annual Next Wave Sohn event in New York City. 

This is always a fantastic day that features managers sharing investment ideas in order to raise funds for combating pediatric cancer and other childhood diseases.

Here are the details:

Sohn Conference New York 2016 Details

When: May 4, 2016 from 12pm to 5:30pm
Where: Lincoln Center in New York City

- Stan Druckenmiller, Duquesne Family Office
- David Einhorn, Greenlight Capital
- Jeff Gundlach, DoubleLine Capital
- Jim Chanos, Kynikos Associates
- Larry Robbins, Glenview Capital
- Zach Schreiber, PointState Capital
- Jeff Smith, Starboard Value
- Chamath Palihapitiya, Social Capital
- Dan Ariely, Duke University
- Carson Block, Muddy Waters Capital
- Richard Deitz, VR Capital Group
- Adam Fisher, Commonwealth Opportunity Capital
- John Khoury, Long Pond Capital

You can register for the conference by clicking here.

Next Wave Sohn New York 2016 Details

This event takes place on the same day from 9am to 11:15am and features rising stars in investment management.  Conference attendees are able to RSVP for Next Wave Sohn at no additional cost, or you can buy a limited quantity of tickets solely for this portion of the conference.

Speakers include:

- David D'Alessandro, CMDTY Capital
- Nicholas Danaher, Domando Capital
- Genevieve Kahr, Ailanthus Capital
- Davide Leone, Davide Leone and Partners Investment Company
- David Rosen, Rubric Capital
- Nick Tiller, Precocity Capital

For more information about all the events and to register, head to

Sohn Investment Idea Contest - Submissions Due by Friday!

The Sohn Conference Foundation is also holding an investment idea conference where the winner will present his or her idea to more than 3,000 attendees at the Sohn Conference on May 4th in New York.

The contest is sponsored by GLG and Seeking Alpha and here are the rules for submission:  it can be for any marketable security (long or shot) with a market capitalization above $1 billion and a one-year investment horizon.

The judges include Seth Klarman, Michael Price, Bill Ackman, and David Einhorn.

Idea Contest Submission Deadline:  Ideas must be submitted by 5pm EST on April 22nd.  This means you only have 4 more days to submit an idea!

To enter the Sohn investment idea contest, click here.