investmentlb

A Detailed Response to Hovde's Short ...

What follows is a detailed reply by Bill Ackman's Pershing Square to Hovde Capital's bearish presentation about the merits of shorting General Grow...

From: investmentlb

Category: Business & Law, Finance

3 days ago

This document has made it onto the Rising list!

3 days ago

am4u4life scribbled:

Hello My name is Vivian,i saw your profile today and became intrested in you,i will also like to know you more,and if you can send an email to my email address,i will give you my pictures here is m...

3 days ago

investmentlb published:

5 p.

Tribute to Magnitsky

Sergei Magnitsky was our Russian lawyer and friend who died at the age of 37 under excruciating / circumstances in a Moscow pre-trial detention cent...

From: investmentlb

Category: Business & Law, Finance

12 / 14 / 2009

investmentlb published:

68 p.

ICSC Mall REIT Presentation 12-7-2009

This is a presentation that Bill Ackman gave on December 7, 2009 to the International Counsel of Shopping Centers (ICSC) on the current state of ma...

From: investmentlb

Category: Business & Law, Finance

12 / 08 / 2009

capcube scribbled:

Of course he's bullish; He is massively long GGP. But we've seen the massive REIT rally already. Next comes the crying as the impact of a mediocre economy and still over leveraged properties and ...

12 / 09 / 2009

investmentlb published:

40 p.

Prisons' Dilemma - FINAL (10!21!09)

Bill Ackman presented Corrections Corporation of America (ticker: CXW) at this week's Value Investing Congress in New York. Corrections Corp. runs...

From: investmentlb

Category: Business & Law, Finance

10 / 22 / 2009

investmentlb published:

35 p.

O No! - October 6, 2009 _Final Distri...

This is the presentation Bill Ackman of Pershing square gave in Dallas on October 6, 2009 at a best ideas conference. He presented a short on Real...

From: investmentlb

Category: Business & Law, Finance

10 / 16 / 2009

investmentlb published:

17 p.

Shadow Inventory Report Amherst 9-23-09

This is a research report written by Amherst Securities (http://investmentlinebacker.blogspot...) about the state of t...

From: investmentlb

Category: Business & Law, Real Estate

09 / 28 / 2009

investmentlb published:

2 p.

Aga Aug 11 2009 Ltr Final

Tim Barakett of Atticus Capital has decided to retire and send money back to his investors. It was a grueling 15 years making himself over a billi...

From: investmentlb

Category: Business & Law, Finance

08 / 11 / 2009

investmentlb published:

1 p.

US Debt Clock Screen Shot

This is a screenshot we discussed on our blog: http://investmentlinebacker.blogspot.... The screenshot is from usdebtclock.org taken at around 1...

From: investmentlb

Category: Government Docs

08 / 07 / 2009

investmentlb published:

1 p.

CMBS Delinquency Graph - May 2009

This is a graph showing CMBS delinquency trends by annual vintage. It shows serious delinquency patterns and allows the viewer to compare underwri...

From: investmentlb

Category: Business & Law, Real Estate

07 / 17 / 2009

investmentlb published:

24 p.

BIS Report on Derivatives - Year End ...

Twice a year, BIS compiles a report on the OTC derivatives market, its size, scope, and evolution. This is the year end 2008 report (published in ...

From: investmentlb

Category: Business & Law, Finance

07 / 14 / 2009

investmentlb published:

13 p.

Paul Tudor Jones - Failure Speech Jun...

Paul Tudor Jones gives the commencement speech to a ninth grade class at the Buckley School. He talks to them about Failure and its difficulty but...

From: investmentlb

Category: Business & Law, Finance

06 / 19 / 2009

daleandersen scribbled:

Brilliant! A great commencement speech!

06 / 20 / 2009

antispy scribbled:

Okay, very interesting :D

06 / 22 / 2009

Helena13 scribbled:

Incredibly good words punctuated with humor that anyone can identify with since we all have had our failures but we haven't all been able to accept them and/or learn from them. These words help on...

06 / 26 / 2009

investmentlb published:

5 p.

Seth Klarman - Why Most Investment Ma...

Baupost's Seth Klarman delivered the keynote address at the Boston Security Analysts Society in early June 2009. In it he discusses why most inves...

From: investmentlb

Category: Business & Law, Finance

06 / 17 / 2009

investmentlb published:

1 p.

Mortgage Reset Wave

This is an updated version of the graph that shows monthly resets and recasts of different mortgage types (e.g., subprime, option ARM, Alt-A, etc.)...

From: investmentlb

Category: Business & Law, Finance

06 / 12 / 2009