Dealbreaker has posted four investor letters from prominent hedge funds, the letter from Greenlight Capital (pdf) grabbed my attention.
It contains lots of great investment ideas, following this post I will share what I think are the two best ideas mentioned.
October 7, 2008 at 1:48 pm |
[...] Pepper Spinoff Excerpt from Greenlight Capital’s recent letter to investors which talks about the Dr Pepper (DPS) [...]
October 7, 2008 at 1:49 pm |
[...] Excerpt from Greenlight Capital’s recent letter to investors which talks about Punch Taverns [...]
October 13, 2008 at 1:01 pm |
[...] for the Thoughtful Investor Global Gender Gap Index 2007Seth Klarman at Columbia Business SchoolGreenlight Capital’s Letter To InvestorsMarket Cap vs Intrinsic Value (SKC, SKT, TRH, TTK, WHS)Magic Formula InvestingBrinks Spin [...]