IN THIS ISSUE
Dellicious
By Randall Abramson
Investing Like a Young Warren Buffett
By Tim Eriksen
Distinguishing Price from Value
By Stephen Penman
Who Will Buy Treasuries When the Fed Stops
By Joe Weisenthal
Hedge Fund Wisdom - Q1 Excerpt
By Market Folly
Position Your Company to Capitalize on the Di
By Craig Haskell
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THIS MONTH'S ISSUE![]()
Hedge Fund Wisdom - Q1 Excerpt
By Market Folly
The following is an excerpt from MarketFolly.com's quarterly newsletter, Hedge Fund Wisdom (click here for a free sample). It provides updates on what top hedge funds are buying and selling and the investment theses behind their picks.
Craig Nerenberg from Brenner West Capital pitched Tetragon Financial Group (TFG) at the Harbor Investment Conference on February 3rd as a top idea for 2011. TFG is a classic discount to net asset value (NAV) idea coupled with tailwinds that will continue to grow NAV, at least in the near term.
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