Looking for Ideas

Wow, another great conference.  This one in NYC in Oct…

Conferences

AFG Research (Summer)

Ira Sohn (Spring NYC, Summer SF)

Value Investing Congress (Spring Omaha/LA, Fall NYC)

Value Conferences (Online)

Drobny (Macro)

The Big Picture (Fall)

Boston Investment Conference (Fall)

Grant’s Conference (Spring, Fall)

Invest for Kids (Fall)

Santangels Forum (Fall)

 Barron’s Roundtable (Recurring)

UVa Investment Conference (Fall)

Great Investors’ Best Ideas (Fall)

Blogs and Newsletters:

Hedge Fund Letters

The Idea Farm

Market Folly

AlphaClone

James Altucher

CXO Advisory

Dealbreaker

Zero Hedge

ValueInvestor and SuperInvestor Insight

Books and Further Readings

• The Essays of Warren Buffett by Warren E. Buffett and Lawrence A. Cunningham
• Fortune’s Formula by William Poundstone
• The Myth of the Rational Market – Justin Fox
• All About Hedge Funds by Robert Jaeger
• Absolute Returns by Alexander Ineichen
• Handbook of Alternative Investments by Mark Anson
• Hedge Hunters by Katherine Burton
• 20/20 Vision by Harry Liem
• The New Investment Superstars by Lois Peltz
• Market Wizards, The New Market Wizards by Jack Schwager
• Inside the House of Money by Stephen Drobny
• “Hedge Funds Levering Betas” – Bridgewater
• “Factor Modelling of Hedge Funds” – Partners Group
• Hedge Funds: Risk and Return – Malkiel and Saha
• “Alternative Routes to Hedge Fund Replication” – Harry Kat
• “The Hedge Fund Elite” – New Yorker
• “100 Hedge Funds to Watch” – Financial Times
• Alpha Hedge Fund Hall of Fame
• Alpha’s top 100 hedge funds.
• “Sharpe Ratios of Top Managers” – Ziemba
• “How Smart are the Smart Guys? A Unique View from Hedge Fund Stock Holdings” – John Griffin

Reading Lists

• Seth Klarman’s Recommendations
• Warren Buffett’s Suggestions
• David Einhorn’s Picks
• Dan Loeb’s Recommendations
•  Blue Ridge Capital’s Picks