• Chris DeMuth Jr.
    $AAPL a top holding of Eton Park Capital, out with their new 13-F-HR/A today. From the top, $NWSA, $NLSN, $DG, $EBAY, $VIAB, $CEO, $MSCI.
    2/6/13
    Reply (12)
    • Chris DeMuth Jr.: Notable Eton Park holdings include $CEO, more here: http://seekingalpha.com/a/n1i9
      2/6/13
    • Chris DeMuth Jr.: They also own KMI warrants, an investment described here: http://seekingalpha.com/p/ttip
      2/6/13
    • SA Editor Stephen Alpher: Looks like the only new or altered position is 1.35M shares of VXX
      2/6/13
    • Chris DeMuth Jr.: (and that is a misleading one).
      2/6/13
    • HFI: would you go long $AAPL Chris?
      2/6/13
    • Chris DeMuth Jr.: No, simply because I don't have any edge in $AAPL. We think it is probably worth over $1,000 per share, but no, I would not own it today.
      2/6/13
    • Bret Kenwell: $NWSA will perform well this year, in my opinion.
      2/6/13
    • Perkins Cove: Are they holding all of those VXX shares long?
      2/6/13
    • Chris DeMuth Jr.: Their VXX position is not one that can be correctly understood by their public filings with the SEC.
      2/6/13
    • Perkins Cove: Thanks Chris.
      2/6/13
    • johnbarleycorn: So the idea is to make .67 on each share of NXY. (around 3%)
      2/6/13
    • Chris DeMuth Jr.: From here, yes. That is the idea. Probably this month. Please contact me with any questions or interest. We are following it actively.
      2/6/13