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  • Picks & Pans From The 2012 Ira Sohn Conference [View article]
    http://seekingalpha.co...
    May 9 07:34 AM | 0 Likes Like |Link to Comment
  • James Altucher: Why The Stock Market Is A Sucker's Game Right Now (And What Stocks I Own) [View article]
    Interestingly, one of those names does show up in our Hedge Fund Holdings report: http://bit.ly/ZPmrdh

    VRNG: ...but it's only a 10bps position (as a % of reported long value on 13Fs) in 2 of the 12 names we track in this report.

    Great article James - big fans of your book as well.
    Apr 30 12:26 PM | 0 Likes Like |Link to Comment
  • Insider Alert: Big-Cap Stocks With Massive Insider Selling [View article]
    We've seen heavy hedge fund buying (and increased buying) in Dollar General over the last several quarters. It will be very interesting to see if this trend starts to reverse after the next 13f filings: http://bit.ly/ZPmrdh
    Apr 30 11:58 AM | 0 Likes Like |Link to Comment
  • Insider Alert: Big-Cap Stocks With Massive Insider Selling [View article]
    We've seen heavy hedge fund buying (and increased buying) in Dollar General over the last several quarters. It will be very interesting to see if this trend starts to reverse after the next 13f filings: http://bit.ly/ZPmrdh
    Apr 30 11:58 AM | 0 Likes Like |Link to Comment
  • Why Apple Is Becoming Irrelevant [View article]
    Not sure about how irrelevant Apple is given that nearly the ENTIRE hedge fund community (and every one of the 12 we profile) has had a meaningful position in this stock for several quarters now: http://bit.ly/ZPmrdh
    Apr 30 07:22 AM | 2 Likes Like |Link to Comment
  • Illumina: Thermo Fisher-Life Deal Unlikely To Threaten Its Market-Leading Position [View article]
    Interesting look at which hedge funds were active in this name over time: http://bit.ly/ZCrOa7
    Apr 18 03:45 PM | 0 Likes Like |Link to Comment
  • Billionaire Jeffrey Vinik's Cheap Stock Picks [View article]
    These all may be "cheap" stocks but they also represent 1% (or less) positions within the long portfolio so these are not "high" conviction positions.

    http://bit.ly/13hXxRL

    ...aside from the MASSIVE position in Gold Miners, Vinik dramatically increased his position in Priceline (PCLN), CBS and Packaging Corp (PKG)
    Apr 16 04:03 PM | 0 Likes Like |Link to Comment
  • Billionaire John Paulson's Latest Stock Purchases [View article]
    Paulson & Co. had SEVERAL interesting new (or dramatically increased) positions from their latest 13F: http://bit.ly/13hXlCe

    ...including Nexen (NXY) and Mylan (MYL)
    Apr 16 03:57 PM | 0 Likes Like |Link to Comment
  • Still No Herbalife In 13F ETFs [View article]
    There are SOME interesting insights into HerbaLife 13F info: http://bit.ly/YLXqNc
    Apr 16 03:50 PM | 0 Likes Like |Link to Comment
  • Capital Growth Management's Cheap Stock Picks [View article]
    Some other interesting hedge funds w/ HLF holdings: http://bit.ly/ZV2qOs
    Mar 18 11:40 AM | 0 Likes Like |Link to Comment
  • Herbalife: 5 Common Sense Arguments [View article]
    Ichan isn't the only major institutional supporter. A look at some 13Fs reveals some other, very well-known hedge funds with long positions: http://bit.ly/YLXqNc
    Mar 18 11:38 AM | 7 Likes Like |Link to Comment
  • New AlphaClone ETF Invests In Hedge Fund Equity Positions [View article]
    A thorough deconstruction of the ALFA etf:
    http://bit.ly/Nab3gO
    Jun 20 04:55 PM | 0 Likes Like |Link to Comment
  • Global X Debuts 'Guru ETF' [View article]
    BEWARE folks....

    http://bit.ly/MgjY0H
    Jun 20 12:08 PM | 0 Likes Like |Link to Comment
  • Mattel - How Barbie Triggers A Sell-Off [View article]
    Top Hedge Funds holding MAT: Artisan Partners, Diamond Hill, Edge Asset Management, Epoch Investment, Geode Capital
    Apr 17 09:42 AM | 0 Likes Like |Link to Comment
  • Tuesday's Market News To Trade On: 5 Stocks Moving On News [View article]
    LVS is top reported position (Q4 13F) for JAT Capital: http://bit.ly/IiOE0w
    Apr 17 09:33 AM | 0 Likes Like |Link to Comment
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30 Comments
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