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View Davy Bui's Articles on:
  • Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn
    on Feb 17, 2009 CSE, THRX, SFI 4 Comments
  • Klarman, Einhorn and Witmer: Examining Q3 Filings
    on Nov 21, 2008 IACI, RHIE, ACGY 1 Comment
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Latest Comments on Davy Bui's Articles

  1. Value Seeker on Q4 Portfolio Moves: ValueAct Capital : ValueAct also materially added to their Verisign and Immucor... more »
  2. David Jaqua on Boone Pickens, Jim Puplava: Tracking Q4 Portfolios : $195 million. Check out this website for 13f-hr data - www.j3sg.com more »
  3. Kristjan Velbri on Boone Pickens, Jim Puplava: Tracking Q4 Portfolios : Davy, thanks for the update. I'm a regular listener of his... more »
  4. User 291798 on Portfolio Tracking: John Paulson vs. Martin Whitman: For several years I've read about the "legendary" Marty Whitman. I... more »
  5. Annualgain on Bruce Berkowitz, David Einhorn Q4 2009 Portfolio Tracking: I don't believe that any of these gurus bought CIT stock; rather I... more »
  6. Value Seeker on Bruce Berkowitz, David Einhorn Q4 2009 Portfolio Tracking: They're not quite as large as the CIT position, but as you can see... more »
  7. Value Seeker on Mohnish Pabrai, David Winters: Q4 2009 Hedge Fund Moves: You can get a clearer view of Mohnish Pabrai's portfolio and the... more »
  8. Old Trader on Book Review: Extreme Value Hedging : Thanks for the "heads up". I'll check out "The Vulture Investors". more »
  9. LKofEnglish on Enlightened-American Portfolio: -2.3% YTD Through February; Outpaced All Major Indices: don't worry. lurking behind the corner is the ugly one. more »
  10. Alan Brochstein on Implications of XOM / XTO Deal For Natural Gas and Chesapeake Energy: CHK stands out for being the guy with the biggest swing. My view... more »
  11. Advill on Implications of XOM / XTO Deal For Natural Gas and Chesapeake Energy: Not so fast Mr.Bui, perhaps you feel quite comfortable with your... more »
  12. big dog069 on Implications of XOM / XTO Deal For Natural Gas and Chesapeake Energy: CHK AND SGY SOLID DARK HORSE"S.... more »
  13. stocknerd on Telecom New Zealand: Shelter from the US Dollar: Great article. I have been watching NZT for some time, but I have... more »
  14. skwestorange on Q3 Portfolio Moves: Bruce Berkowitz Is Buying : Hi Mr Bui: Wye has long since been gobbled up by PFE and no... more »
  15. Cyrus the Great on Burst Bubble? Commodities' Long-Term Story Remains Intact : Good analysis and insight David. As they say: Argentum et aurum... more »