Insider Monkey submits:
Hedge fund manager Whitney Tilson, managing partner at T2 Partners, took a break from the Darden Value Investing Conference at University of Virginia Friday to do a quick interview at CNBC.
In general, says Tilson, when considering shorts the firm looks for broken business models, terrible balance sheets and terrible  [ Read More ]

The Simple Accountant submits:
Review – Week of Oct. 25 – 29:
Stocks: Major US indexes were little changed in a week of choppy trading on light volume. Very characteristic of the type of action we would expect to see ahead of major events and news. Drill down a bit and we saw sector movement that  [ Read More ]

Netflix (NFLX) is growing at an incredibly fast pace. The company which started out as a DVD-rental-by-mail company is now transforming itself into a video streaming company. While this business model has several advantages including reduced postage costs and better opportunities for international growth, the changed business model also reduces Netflix’s competitive advantages.  [ Read More ]

Market Folly submits:

Lee Ainslie’s hedge fund Maverick Capital is out with the hedge fund’s third quarter investor letter. Year-to-date for 2010 the fund is up 8.2% and has now seen 14.1% annualized returns since inception in 1995. Its Levered fund is doing even better this year, up 17.3% and has seen  [ Read More ]

Market Folly submits:

Bank of America Merrill Lynch is out with their latest hedge fund monitor report examining various exposure levels. In it we see that overall, hedge funds were reducing risk assets. Across the board, it seems that hedge funds bought 2 year, 10 year and 30 year Treasuries  [ Read More ]