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Market Folly

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  • Tilson Discusses PALM, GGP, Pfizer Positions [View article]
    mbkelly75, thanks for the kind words, appreciate it!
    Mar 11 09:07 PM | Likes Like |Link to Comment
  • Goldman Sachs: The 50 Most Important Stocks for Hedge Funds [View article]
    tipalla,

    The positions above are not picks from Goldman themselves, but rather from a select group of hedge funds that employ fundamental strategies. All of the funds we have handpicked to follow in our normal tracking series are included and many other funds as well. You're right you should take the list with a grain of salt. However, realize that by focusing on fundamental hedge funds that have longer investment timeframes you are better off as the timelag won't have as much of an effect. A fund is less likely to sell completely out of a core position in merely one quarter. This is backed up by evidence in backtesting using Alphaclone's software which shows that the timelag's effect is minimal and you can still outperform simply by following their ideas. But as always, blindly following picks is never recommended. Do your own DD. Thanks for the comment.
    Mar 7 04:19 PM | 5 Likes Like |Link to Comment
  • Third Point's Recent Report Shows Interesting Performance Statistics [View article]
    Typically minimum investments at hedge funds are at least $1 million, with more established funds garnering $5-10 mil minimums.
    Mar 5 06:14 PM | 1 Like Like |Link to Comment
  • Hedge Fund VIPs, According to Goldman Sachs [View article]
    Right, I'm not complaining about Mark at all. Like he said we talk a lot.

    I'm just baffled as to how my article on the Goldman VIP list has YET to be published on SA, yet Mark's article (which covers my post) was published instantly on SA. I posted the original article on my site some 8+ hours ago. www.marketfolly.com/20...

    Just funny/ridiculous
    Mar 5 04:43 PM | 4 Likes Like |Link to Comment
  • Hedge Fund VIPs, According to Goldman Sachs [View article]
    Unbelievable.... I posted this article up this morning and yet somehow your SA editors have uploaded your syndicated version of it before mine. And mine was the original posted hours before!

    This place is a joke.
    Mar 5 01:33 PM | 2 Likes Like |Link to Comment
  • Goldman Sachs's Top Long and Short Hedge Fund Positions [View article]
    You need to note that this research is *not* Goldman Sachs positions. This is an aggregation of the positions from the vast majority of hedge funds publicly filing disclosures.
    Mar 4 01:03 AM | Likes Like |Link to Comment
  • Six Things Warren Buffett's Annual Letter Didn't Say [View article]
    Nice piece James, thanks for sharing your take. The succession plan is certainly in the realm of worry for shareholders and I kind of liken it to Steve Jobs' health situation at Apple. People want to know what will happen when these two legendary leaders of their companies step down. And shareholders deserve to know or at least receive more commentary about it than they do.

    Here's a great video talking about Berkshire's succession plans and the likelihood of various candidates being chosen: www.marketfolly.com/20...
    Feb 28 12:40 AM | 2 Likes Like |Link to Comment
  • Paulson Ramps Up Exposure to Financials [View article]
    Stentor_USA and michael rothschild, thank you for the kind words, they are much appreciated!
    Feb 22 12:29 AM | Likes Like |Link to Comment
  • Pershing Square's Ackman Cuts McDonald's and EMC [View article]
    Emerald, we do know why he bought a lot of stocks as he is very open to talking about such things; very public. Additionally, we've posted numerous of his past presentations on stocks that outline his theses.

    Eagle68, yes good point he has lost in O. However, we'd also point out that he has absolutely dominated with GGWPQ debt & equity so those loses are very much canceled out.
    Feb 18 08:03 PM | 1 Like Like |Link to Comment
  • Q409 Hedge Fund Filings Begin [View article]
    While boxed shorts are a legitimate concern when tracking long/short hedge funds via 13F funds, your comment is misguided. As Alphaclone has demonstrated with their backtested hedge fund replicator portfolios, the timelag effect is minimal in terms of performance. Additionally, we focus on long-term value oriented managers as they have lower turnover and as such you will notice that they HOLD many positions over multiple quarters. Therefore, it is very beneficial to track them.
    Feb 15 07:21 PM | 3 Likes Like |Link to Comment
  • Hedge Fund Conference: 2010 Will Be a Stock Picker's Market [View article]
    Your sarcasm is oh so funny. The theme was regarding stockpicking in 2010, i.e. a return to alpha generation. This is based on the notion that the past 2 years have been largely beta driven (i.e. no stockpicking needed). Thus, there is a big difference between the two years.
    Feb 4 03:51 PM | Likes Like |Link to Comment
  • Hedge Fund Harbinger Capital Discloses Three New Positions [View article]
    I think you are adding the totals together. Look only at what Philip Falcone owns and you'll see his percentage is 5.6% (He is the manager of Harbinger). Hope this helps.
    Jan 8 07:13 PM | Likes Like |Link to Comment
  • Tremblant's Big Bet on Research in Motion [View article]
    They increased their position in the calls (options) and then reduced their position in the common stock.
    Dec 25 01:57 AM | Likes Like |Link to Comment
  • After 2,500% Gain, Pershing's Not Done with General Growth Properties Yet [View article]
    You are correct vandyk30. SA changes the titles so I did not write it.


    On Dec 14 04:05 AM vandyk30 wrote:

    > 2500% is completely wrong. It doesn't account for Ackman's purchases
    > in unsecured debt
    Dec 15 01:17 PM | Likes Like |Link to Comment
  • Baupost Trims Syneron Stake [View article]
    Readers please note that Baupost did *not* buy more Enzon. This article's title is wrong and should solely be about Syneron.
    Dec 10 10:01 PM | Likes Like |Link to Comment
COMMENTS STATS
260 Comments
147 Likes