| Speaker | Firm | May 25, 2011 Message | Results |
| Erez Kalir | Sabretooth Capital | Go long MBIA (MBI), non-U.S. farmland and Argentinean exploration and production companies (Crown Point Ventures (CWV), Americas Petrogas (BOE), Madalena Ventures (MVN), ArPetro (ETR) and YPF SA (YPF)) | MBI: +0.51% CWV: -68.34% BOE: -11.62% MVN: -28.36% ETR: -69.57% YPF: -67.86% Note: Sabretooth is in liquidation |
| Dinakar Singh | TPG-Axon Capital | Go long Norwegian conglomerate Orkla (OSL:ORK), Chinese pork company Zhongpin (HOGS) and Sprint Nextel (S) | ORK: -23.34% HOGS: -32.78% S: -57.19% |
| Jeff Aronson | Centerbridge Partners | Go long CIT (CIT) | CIT: -10.79% |
| Bob Howard | KKR | Go long auto supplier WABCO Holdings (WBC) and Home Shopping Network (HSNI) | WBC: -14.95% HSNI: +16.3% |
| Phil Falcone | Harbinger Capital Partners | Go long Crosstex Energy (XTXI); promoted his mobile telecom company LightSquared | XTXI: +62.21% LightSquared: Filed for bankruptcy on May 14, 2012. |
| Jim Chanos | Kynikos Associates | Go short Vestas Wind Systems (VWS) and First Solar (FSLR) | VWS: -72.42% FSLR: -86.96% |
| Sunjay Gorawara | Student at Indiana University (winner of the Sohn Investment Contest) | Go long Bridgepoint Education (BPI) | BPI: -6.16% |
| Michael Prince | MFP Investors | Go long CIT (CIT), J.C. Penney Co. (JCP), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC) | CIT: -10.79% JCP: -7.12% GS: -26.82% C: -30.54% BAC: -35.86% |
| Steve Feinberg | Cerberus Capital Management | Go long RMBS | Vanguard MBS ETF: +2.05% |
| Peter May | Trian Fund Management | Go long Tiffany & Co. (TIF) | TIF: -10.56% |
| Steve Eisman | FrontPoint Partners | Go long Marsh & McLennan (MMC), Aon Corp (AON), Willis Group (WSH); also P&C reinsurance specialists like ACE Limited (ACE), Arch Capital (ACGL) and AXIS Capital (AXS) | MMC: +8.69% AON: -6.75% WSH: -10.29% ACE: +11.36% ACGL: +14.82% AXS: +6.15% |
| Jeff Gundlach | DoubleLine | Preferred gemstones and cash (U.S. Dollars) to gold and silver. Bearish on housing and financials, such as Bank of America (BAC). Bullish on natural gas | USD vs EUR: +9.19% GLD: +1.86% SLV: -23.3% BAC: -35.86% UNG: -61.12 |
| Dr. Mark Faber | Author, The Gloom Boom & Doom Report | Inflation and war are coming. Diversify by going long real estate, commodities, precious metals (gold in particular, and spread it around the world to avoid carrying it) and equities (although stocks could crash). Go short cash and government bonds | No war, little inflation iShares Dow Jones US Real Estate: +4.41% S&P GSCI Spot Index (raw commodities): -9.57% GLD: +1.86% NASDAQ: +5.7% USD vs EUR: +9.19% Schwab Intermediate-Term U.S. Treasury ETF: +7.04% |
| Bill Ackman | Pershing Square Capital Management | Go long Family Dollar Stores (FDO) | FDO: +23.37 |
| Joel Greenblatt | Gotham Asset Management | Go long WellPoint (WLP), Conventry Health Care (CVH), Amerigroup Corp. (AGP), Aetna (AET), Humana Inc. (HUM), GameStop (GME), Walgreen Company (WAG), Bed, Bath and Beyond (BBBY), Nordstrom, Inc (JWN), Williams-Sonoma Inc (WSM), Intel Corporation (INTC), The McGraw-Hill Companies (MHP), Merck & Co (MRK), Abbott Laboratories (ABT) | ABT: +15.66% AET: -3.91% AGP: -9.33% BBBY: +32.38% CVH: -10.72% GME: -24.4% HUM: -0.29% INTC: +19.48% JWN: +10.33% MHP: +10.64% MRK: +3.68% WAG: -25.83% WLP: -14.78% WSM: -4.54% |
| Mark Hart | Corriente Advisors | Buy long puts on the Chinese renminbi (RMB) | S&P Chinese Renminbi Price Return Index: +2.23% |
| David Einhorn | Greenlight Capital | Go long Delta Lloyd (DL), and Microsoft (MSFT) (Microsoft should fire CEO Steve Ballmer) | DL: -25.13% MSFT: +27.04%; Ballmer still CEO |
| Eike Batista | EBX Group | Promoted his own Brazilian listed companies in mining (MMX), energy (MPX), oil and gas (OGX) and logistics (LLX) | MMX: -29.63% MPX: +9.92% (6/2/11-5/11/12) OGX: -29.7% LLX: -44.21% |