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Neo-Alpha
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This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing
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2026-01-15 04:39:43
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Neo-Alpha Neo-Alpha This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source. Search This Blog Tuesday, February 10, 2015 Third Point Capital - Q4 2014 Investor Letter Dan Loeb, the founder of Third Point, is out with his Q4'14 investor letter. In 2014 Third Point was up 5.7%. In the letter they talk about their long positions in Amgen, FANUC, and also shares their opinion on Greece. Good stuff as always. Enjoy: Third Point Q4 2014 Posted by Wall-Street Wanderlust at 6:56 AM 1 comment: Email This BlogThis! Share to Twitter Share to Facebook Share to Pinterest Wednesday, February 4, 2015 Latest Issue of Graham & Doddsville Columbia Business School is out with their latest issue of Graham & Doddsville. In this issue they interview Bill Ackman of Pershing Square Capital, Jay Petschek...
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