Topics covered: Wireless communication, Mutual fund industry, Leverage, Hedge funds, Behavioral analysis, Analyzing free cash flow, Alternative investment strategies, Absolute return
Topics covered: Operating margin improvement, Luxury market, Japan, Internet shopping, Impact of energy spending, Footwear & apparel, Fashion trends, Consumer income demographics, Broadlines/department store sector
Topics covered: Traditional value sectors, Theme-oriented research, The largest principal losses down the road, The growth of the hedge fund community, Sum-of-the-parts-valuation, Outlook for the high yield market, Investment mandate, Growth Prospects
Topics covered: Petitioning congress for tariff protection, June swoon, A very high-end product, A new and larger phase of M&A activity
