FA Notes Wednesday October 19, 2011
INTC – updated model Link
AAPL – updated model Link
According to a report by BAC published on Monday, the top 100 most shorted stocks were up 13.9% since the Oct. 3 low—outperforming the 100 least-shorted by 2.5 percentage points. Link
Top 20% of earners bear 68% of the federal tax burden. The bottom 20% bear <1% of the federal tax burden Link
FBHS – Bill Ackman’s long Fortune Brands Home & Security thesis. Link
Dropbox $4 billion start-up story. Link
Market Folly’s Value Investing Congress Day 1 Notes Link
Talking tech valuations with Blackstone’s Eric McAlpine Link
Profile of Brazilian billionaire Jorge Paulo Lemann Link
With total assets under management of some $11 billion–making FX Concepts the world’s largest foreign-exchange fund manager–it is tricky to turn returns around, Taylor said. "When you have billions of dollars of positions, it takes us something like 10 days to turn it Link
The spot price of polysilicon, the raw material for most solar panels, fell 5.9 percent on an oversupply of the modules, according to data from EnergyTrend. Link