Collected Readings on Equity and Insight

Author

Marcus Milione
November 10, 2025

Collected reference material for ongoing study of equities, macro structure, and fund behavior.

BHP Billiton (2017) — Elliott Management.pdf509.40 KB • PDF File
Crown Castle (2020) — “Reclaiming the Crown” Elliott Management.pdf3.05 MB • PDF File
AT&T (2019) — “Activating AT&T” Elliott Management.pdf1.73 MB • PDF File
Enron short (2001–2002 testimony) Jim Chanos.pdf3.07 MB • PDF File
Sony break-up campaign (May 2013) Dan Loeb.pdf501.63 KB • PDF File
It’s Everywhere, In Everything (Apr 2007) Jeremy Grantham .pdf122.06 KB • PDF File
Lehman Brothers short (May 2008) David Einhorn.pdf67.29 KB • PDF File
Herbalife short thesis deck (Dec 2012) Bill Ackman.pdf10.47 MB • PDF File
How the Economic Machine Works (2008) - Ray Dalio.pdf261.13 KB • PDF File

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