Wednesday, May 7, 2014

Value Investing Links

·         Highlights of #sohn2014 based on 1093 tweets and 4 instagrams: http://seen.co/event/sohn-investment-conference-2014--2014-5299 …

·         Does online dating work? Not according to behavioral economics professor @danariely http://bloom.bg/1iVJGGj , via @SRuhle #SOHN2014

·         Bill Ackman Presentation At Ira Sohn 2014 Investment Conference http://www.valuewalk.com/2014/05/bill-ackman-2014-ira-sohn/ … $HLF $FNMA $FMCC #SOHN2014

·         A compilation of the worst calls from last year's hedge fund conference: http://on.mktw.net/1hsyfqa  $SOHN2014

·         #Sohn2014 Wrap-Up: The case for refiners, Monsanto & Einhorn Athenahealth short http://on.barrons.com/1mzJbKn  $MON $ATHN $XLE $OIH #GMO #seeds

·         David einhorn - The Healthcare value investing conference pitch ( short ) http://www.scribd.com/doc/222426329/IraSohn2014-Final …

·         GE slides on acquisition of Alstrom http://www.scribd.com/doc/221266600/Alstom-Infographics-from-General-Electric …

·         Herbalife's Astonishing Response http://seekingalpha.com/article/2190753-herbalifes-astonishing-

·         Value Investing World: A few notes from the Berkshire Hathaway Annual Meeting http://www.valueinvestingworld.com/2014/05/a-few-notes-from-berkshire-hathaway.html …

·         The Economist explains Thomas Piketty's "Capital", the economics book taking the world by storm http://econ.st/1mv1D2k 

·         Corporate takeovers: Return of the big deal | The Economist http://econ.st/1iMECc2 

·         Trailer Parks Lure Wall Street Investors Looking for Double-Wide Returns http://bloom.bg/1emZs1J  via @BloombergMrkts