Kyle Bass Presentation at SIC 2013

The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds

alphacover

The Alpha MastersUnlocking the Genius of the World’s Top Hedge Funds

By Maneet Ahuja

Today I am reviewing The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds. Read my other book reviews here.

Like greedy children we investors tend to cling to . . .

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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

outsiders

The OutsidersEight Unconventional CEOs and Their Radically Rational Blueprint for Success

By William N. Thorndike, Jr.

Today I am reviewing The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. Read my other book reviews here.

You’ve undoubtedly heard of Jack Welch the celebrity “CEO . . .

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Is PhotoMedex Poised for a Short Squeeze? ($PHMD)

The following is a reader submission on PhotoMedex (NASDAQ:PHMD).

Frank’s Disclosure: No position in any of the securities mentioned.

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IS PHOTOMEDEX POISED FOR A SHORT SQUEEZE?

SUMMARY

Photomedex (“PHMD”) is a heavily shorted stock which we think is a compelling long, especially considering the possibility of a major short squeeze. Despite the large short position (25%+ of float, ~20% cost to borrow), PHMD is actually an undervalued (5.1x 2013E Adj EBITDA) , unlevered (20% of . . .

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Investor Tools: ConferenceCallTranscripts.org

Saj Karsan of the always great BarelKarsan.com value blog has created a new, free tool for investors: ConferenceCallTranscripts.org.

The site acts as an aggregator of conference call transcripts from sources all over the web. Users sign up for free, add companies to a personal list, and then receive immediate alerts when a conference call transcript is posted online for one of those companies.

Saj has recently expanded the site beyond conference calls to also include each company’s filings, . . .

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