In his May 2008 speech, David Einhorn of Greenlight Capital highlighted challenges faced by investors, the need for transparency, and the role of research conferences…
ValueAct Capital’s 2012 presentation emphasized shareholder activism, business model focus, simplicity, and quality, while avoiding traditional financials. If you’re interested in learning how hedge funds…
In October 2012, Marcato Capital Management presented an insightful deck on real estate investment strategies, emphasizing the importance of understanding accounting principles, identifying undervalued companies,…
In Oct 2009, David Einhorn of Greenlight Capital wrote a deck discussing the importance of learning from mistakes, understanding macro trends and adjusting the investment…
In September 2011 Bill Ackman wrote a deck about his speculation on the potential revaluation of the Hong Kong dollar and related investment strategies. If…
In May 2010, Pershing Square wrote a deck discussing solutions to the problems associated with credit ratings. If you’re interested in learning how hedge funds…
In January 2015 Pershing Square wrote an annual update deck, it provides a comprehensive insight into portfolio performance. If you are interested to learn about…
Marcato Capital invested in Epiq in 2016 and made public a presentation for it. If you are interested to learn about how hedge funds write…
Elliott Management invested in BMC Software in 2012 and made public a presentation for it. If you are interested to learn about how hedge funds…
Pershing Square invested in ADP in 2017 and made public a presentation for it. If you are interested to learn about how hedge funds write…
