JS Global Macro Notes

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R.I.P. Barton Biggs - "Hedgehogging" was one of my favorite reads of the past decade.

My favorite Hedgehogging excerpt
 
He even wrote a novel: A Hedgefund Tale, he took creative writing in college.

He was often in the news back during the internet stock boom days.

This is the only thread on ET that mentions his passing so far.

ETA: Just ordered the novel on Amazon.
 
Quote from hughb:

He even wrote a novel: A Hedgefund Tale, he took creative writing in college.

He was often in the news back during the internet stock boom days.

This is the only thread on ET that mentions his passing so far.

ETA: Just ordered the novel on Amazon.
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Yep - it was a decent read (Hedge Fund Tale).

I reviewed it here
 
Quote from darkhorse:

Yep - it was a decent read (Hedge Fund Tale).

I reviewed it here
More...

Will read your review after I read the book, (I don't want to risk seeing a spoiler).

Biggs was such a common name back during the boom of the 90's, and even beyond that he was still influential. I'm surprised you are the only one mentioning his passing on ET.
 
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So is Dan Loeb happy now that YHOO has the hottest CEO on the planet? Presumably she has better references than the last guy.

An interesting special situation idea, but from a trading perspective YHOO is just too much of a hairball stock.

Anyone have back of the envelope metrics on what Third Point thinks a better run YHOO could be worth?
 
Quote from hughb:


Biggs was such a common name back during the boom of the 90's, and even beyond that he was still influential. I'm surprised you are the only one mentioning his passing on ET.
More...


My favorite Biggs quote:

The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a river boat gambler, and be a voracious reader. Reading is crucial.
 
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