Maverick Capital Q4 2009 Letter

Maverick Capital 300 Crescent Court 18th Floor Dallas, TX 75201 (214) 880-4000 Phone (214) 880-4020 Fax Maverick Maverick Performance Fourth Quarter 2009 Year 2009 Three Years Ten Years Since Sin...

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Jeff Saut Raymond James Commentary

Investment Strategy Jeffrey D. Saut, (727) 567-2644, Jeffrey.Saut@RaymondJames .com February 8, 2010 Investment Strategy _________________________ _________________________ _________________________ _...

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Prologue Capital Investor Letter

January 21, 2009 The Fund achieved a 0.03% return in December and is up an estimated 0.88% so far this month. At the end of last month the 12-month rolling return stood at approximately 12.41% (all...

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Pershing Square Kraft Presentation

A Krafty Combination February 3, 2010 Pershing Square Capital Management, L.P. Disclaimer The analyses and conclusions of Pershing Square Capital Management, L.P. ("Pershing Square") contained i...

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Reads: 480

T2 Partners Berkshire Hathaway

An Analysis of Berkshire Hathaway February 5, 2010 This presentation is posted at: www.tilsonfunds.com/BR... T2 Partners Management L.P. Manages Hedge Funds and Mutual Funds and is a Registere...

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T2 Partners Investment Presentation

Our Investment Outlook and Three Stock Ideas Boys & Girls Harbor Investment Conference February 3, 2010 T2 Accredited Fund, LP Tilson Offshore Fund, Ltd. T2 Qualified Fund, LP This presentation is...

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Cheyne Newsletter 2010.

Cheyne Capital Annual Newsletter January 2010 2010 Newsletter Dear Fellow Investors Welcome to the first Cheyne Newsletter, providing a summary of key events from 2009 and our thoughts on 2010. Af...

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Investment Strategy-Jeff Saut

Investment Strategy Jeffrey D. Saut, (727) 567-2644, Jeffrey.Saut@RaymondJames .com February 1, 2010 Investment Strategy _________________________ _________________________ _________________________ _...

From: marketfolly

Reads: 338

East Coast Asset Management (Q4 2009) Investor ...

To: East Coast Asset Management Clients and Interested Parties From: Christopher Begg, CFA and Benjamin Favazza, CFP® Date: Re: January 27, 2010 Fourth Quarter 2009 Update Happy New Year! We beg...

From: marketfolly

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Hedge Fund T2 Partners' Analysis of Berkshire H...

An Analysis of Berkshire Hathaway November 9, 2009 T2 Partners Management L.P. is a Registered Investment Advisor 145 E. 57th Street ˚ 10th Floor New York, NY 10022 (212) 386 7160 386-7160 Info@T2...

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Reads: 268

Jeremy Siegel Wharton

Jeremy Siegel on 2010: Good for Stocks, Bad for Bonds -- and Why Interest Rates Will Go Up: Knowledge@Wharton (http://knowledge.whart...) Jeremy Siegel on 2010:...

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Prologue December 2009

December 22, 2009 The Fund achieved a 0.60% return in November, is up an estimated 0.16% so far this month and up approximately 12.5% year to date. The 12-month rolling return stands at approximate...

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2010 Bill Gates Annual Letter

2010 Annual Letter from Bill Gates 2010 Annual Letter from Bill Gates The focus of this year’s letter is innovation and how it can make the difference between a bleak future and a bright one. 20...

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Jeff Saut Raymond James

Investment Strategy Jeffrey D. Saut, (727) 567-2644, Jeffrey.Saut@RaymondJames .com January 25, 2010 Investment Strategy _________________________ _________________________ _________________________ _...

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Jeremy Grantham 4Q09

GMO QUARTERLY LETTER January 2010 Stop the Presses! (January 21, 2010) Jeremy Grantham The Good News … Volckerization In a remarkable development, a Volcker plan for GlassSteagall-lite has been ...

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Tell Me Im Wrong 01-22-10

Memo to: From: Re: Oaktree Clients Howard Marks Tell Me I’m Wrong My readers treat me well. They indulge my penchant for dissecting the past, and they send kind messages of encouragement. To repa...

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Reads: 736

Jeff Saut Raymond James Lessons

Investment Strategy Jeffrey D. Saut, (727) 567-2644, Jeffrey.Saut@RaymondJames .com January 4, 2010 Investment Strategy _________________________ _________________________ _________________________ __...

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Reads: 190

General Growth Properties - 2

General Growth Properti es Setting the Record Str aight December 29, 2009 December 29, 2009 Hovde Capital Advisors  LLC  1 Table of Contents • • • • • • • • • •...

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Jeff Saut Raymond James 12 28

Investment Strategy Jeffrey D. Saut, (727) 567-2644, Jeffrey.Saut@RaymondJames .com December 28, 2009 Investment Strategy _________________________ _________________________ _________________________ ...

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Reads: 279

Sprott December

D ECE MBER 2 00 9 Is it all just a Ponzi scheme? By: Eric Sprott & David Franklin In our May/June Markets at a Glance, "The Solution…is the Problem", we discussed how much debt the US governmen...

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Reads: 408