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  • Stephen Mandel's Lone Pine Capital Q3 Portfolio: A Basket Full of Apple
    on Nov 19, 2009 • AAPL, AMX, BPOP    
  • Interesting Points from Julian Robertson's FT Interview
    on Oct 20, 2009 • AAPL, ADE, GDX    
  • Readers Pick the Top 20 5-Year Horizon Stocks
    on Oct 18, 2009 • AAPL, AONE, BHP    
  • Shumway: Another Hedge Fund Falls for BofA
    on Sep 30, 2009 • AAPL, ALL, AMT    
  • How Retail Investors Might Play Julian Robertson's Ideas
    on Sep 26, 2009 • AAPL, BIDU, IEF    
  • Ken Griffin's Citadel Fund: Options Eye Candy
    on Sep 10, 2009 • AAI, AAPL, AG    
  • Hedge Fund Blue Ridge Concentrates on Apple
    on Sep 03, 2009 • AAPL, ACAS, AMGN    
  • Like Other Tiger Cubs, Conatus Favors Apple
    on Sep 01, 2009 • AAPL, AMT, AMZN    
  • Eminence Making a Lab Services Bet?
    on Jun 26, 2009 • A, AAPL, ABT    
  • Conatus Capital Pursues Education Plays
    on Jun 17, 2009 • AAPL, AMT, APOL    
  • Doug Kass Updates His Model Portfolio
    on Jun 17, 2009 • AAPL, DELL, MSFT    
  • Hedge Fund Tiger Global Joins the Gold Club
    on Jun 16, 2009 • AAPL, CCK, CSCO    
  • Tremblant Bets on Tech Sector
    on Jun 11, 2009 • AAPL, ABC, BIDU    
  • Hedge Fund Legends: Julian Robertson
    on Jun 04, 2009 • AAPL, MA, MSFT    
  • Blue Ridge Capital: One Hedge Fund That's Done With Gold
    on May 27, 2009 • AAPL, AEM, AMGN    
  • Tiger Global: Still Short REITs and Financials
    on May 10, 2009 • AAPL, FFR, FRI    
  • A Look at D.E. Shaw's Q408 Holdings: Just for Fun
    on Apr 22, 2009 • AAPL, ABII, ABT    
  • Galleon's Q408: SPY Pays Off Alongside Reduced Equity Positions
    on Apr 21, 2009 • AAPL, ADI, AEO    
  • Passport Capital's Q408: Mostly Selling
    on Apr 14, 2009 • AAPL, ABX, AEO    
  • Tiger Global's Q408 13F: Microsoft is #1 Holding
    on Apr 03, 2009 • AAPL, ABK, AMT    
  • Farallon Capital's Q408: Betting on MasterCard
    on Apr 02, 2009 • AAPL, ABI, ABT    
  • Shumway Capital: Visa Is Top Holding
    on Apr 01, 2009 • AAPL, AMT, BIIB    
  • Pequot Capital: Yet Another Hedge Fund Buying Gold
    on Mar 27, 2009 • AAPL, ACGL, AKRX    
  • Maverick Capital's 13F Filing for Q408
    on Mar 12, 2009 • AAPL, AMD, AMGN    
  • Hedge Fund Portfolio Tracking: Bret Barakett's Tremblant Capital
    on Mar 05, 2009 • AAPL, BIDU, CAKE    
  • Hedge Fund Portfolio Tracking: Galleon Group (Raj Rajaratnam), Q3 2008
    on Jan 16, 2009 • AAPL, ADI, AMAG    
  • Hedge Fund Portfolio Tracking: Citadel Investment Group (Ken Griffin), Q3 2008
    on Jan 13, 2009 • AAPL, ACE, ADCT    
  • Hedge Fund Portfolio Tracking: Renaissance Technologies (Jim Simons), Q3 2008
    on Jan 09, 2009 • AA, AAPL, ABB    
  • Hedge Fund Tracking: Farallon Capital Management (Thomas Steyer), Q3 2008
    on Jan 06, 2009 • AAPL, ABI, ABT    
  • Hedge Fund Tracking: Pequot Capital Management (Art Samberg), Q3 2008
    on Dec 30, 2008 • AAPL, ABX, AKAM    
  • Hedge Fund Tracking: Tiger Global (Chase Coleman), Q3 2008
    on Dec 19, 2008 • AAPL, ABK, AMSC    
  • Hedge Fund Tracking: Shumway Capital Partners (Chris Shumway), Q3 2008
    on Dec 17, 2008 • AAPL, AMT, BIDU    
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Latest Comments on Market Folly's Articles

  1. COPY&PASTE on Harbinger Capital Sells New York Times Shares: Nobody is going to buy "your account at E*Trade" E*Trade... more »
  2. Kinetics63 on Paul Tudor Jones: Gold's Undervalued and Bonds Are a Curve Flattener Play: So much for Mr. Jones' bear curve flattener!...lol...He has gotten... more »
  3. MateState on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: Who are you? The cap of the world? Daniel was nice to provide... more »
  4. tk77mann on Bill Ackman's Pershing Square: Q3 Portfolio Update: Target has got some pretty good cash flows, at least for the past... more »
  5. Dividend Inc on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: Point taken. Thanks for the response Daniel. On Nov 18 01:40... more »
  6. Jimbo on The Other Side of the Argument: Deflationist Hugh Hendry's Market Commentary: I keep reading seemingly equally credible arguments for inflation... more »
  7. roy piper on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: I have an original copy of Margin Of Safety, which sells for... more »
  8. Daniel Eskin on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: Check out www.gurufocus.com for summaries of returns of all well... more »
  9. Daniel Eskin on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: Greetings Dividend Inc, It seems odd that you're highly... more »
  10. Dan Braem on Bill Ackman's Pershing Square: Q3 Portfolio Update: I am not such a Ackman fan. Very intelligent and well spoken, but... more »
  11. Gus McRae on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: does anyone know what Baupost's 2008 return was? I have not seen... more »
  12. Dividend Inc on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: Greetings Daniel Eskin, It seems odd to unabashedly market your... more »
  13. Daniel Eskin on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: sclem7 - clearly you're making way more than 20% annualized a year... more »
  14. sclem7 on Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note: I wouldn't trust this guy with an old pair of my gym socks. more »
  15. swissfrank on The Other Side of the Argument: Deflationist Hugh Hendry's Market Commentary: Asset inflation is what the Fed and the big banks are TRYING to... more »