What I’m reading ~ 18/2/2017

  1. State of South East Asia (SEA) Technology Startup Ecosystem 2016
  2. Saber Capital 4Q2016 letter
  3. Peter Lynch 1994 Lecture
  4. Black Edge: new book about billionaire trader Steve Cohen [Sheelah Kolhatkar]
  5. Excerpts from Elliott Management’s letter [Business Insider]
  6. Trump’s ‘stew of uncertainties’ puts hedge fund managers on alert [WSJ]
  7. TCI’s Chris Hohn launches bid to block aerospace deal [Cityam]
  8. Meet Paul Hilal, the activist investor taking on CSX [WSJ]
  9. A look at Folger Hill’s year-end letter [Business Insider]
  10. How to invest like Loeb, Einhorn, Ackman at a discount [Barrons]

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