Category Hedge-Funds

Entries 14 Total

Upstream

Jun 5, 13 7:03 PM

-New regulation (and recapitalization)  will bring “tremendous mispricing between the different levels of the capital structure” in Banks: Blue Mountain’s James E. Staley.
–Recent trends in Latin American High Yield Offerings,
-“Prepackaged Bankrupcy/Restructuring” in Delaware – “The Curious Case of the European Vodka Seller” by The New York Times,
– Last week: Mary Meeker’s Annual Internet Trends Report: mobile momentum,wearables and China -main slides mentioning Brazil below – mobile, mobile….,
– A brilliant review of one of Paris’ worst restaurants (via @GeorgesJanin) : ” Why do they continue to come here?….The only rationally conceivable answer is: Paris, Paris exerts a mercurial force field….it defies judgment.”

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Upstream

May 15, 13 4:04 PM

-“We want to traffic in areas where there is  not a lot of capital chasing for returns”,
-“Hackers are the animals that can detect a storm coming or an earthquake…there are two big things hackers are excited about now: Bitcoin and 3D printing.”
-“Trust is good, control is better” – list of all Borgen episodes (with the opening quotes),
–This is probably one of the best, most subtle and intelligent reviews of Upstream Color, one of the most interesting films of the year.

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Reading Material

May 8, 13 2:46 PM

– Credit/Debt trading Hedge-Funds expanding rapidly and Third point seeking an IPO for its reinsurance arm,
– How Broadcast (antenna) networks can rake billions by going cable-only by The Verge (in the US, not sure if this works for EM, specially Brazil),
-Following up on the series Brian Eno in Finance (first installment: Eno’s letter to Nassim Taleb via The Drunkeynesian) this is Eno talking to Cambridge University Economist Ha Joon-Chang,
– Cervante’s Ocho Comedias for $145,000 and a first edition of Raymond Chandler’s Big Sleep for $19,000: browsing Bauman rare books.

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Reading Material

Apr 22, 13 5:21 PM

–Leviathan Evolving: New Varieties of State Capitalism by Harvard’s Aldo Musacchio and Sergio G. Lazzarini,
-Third Point’s Daniel Loeb on video (long, but brilliant),
-Also on video: Nassim Taleb at Stanford (via Farnam Street)
–Brooklyn Bridge Ventures‘ Charlie O’Donnell on “The Money and Interestingness Trade”
-John le Carré at The Times: ” a brilliant writer for whom spies are merely subject matter“.

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