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  • A Look at Passport Capital's Current Holdings [View article]
    thanks ksmithdc glad you enjoyed
    Aug 01 18:36 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Tontine Associates (Jeffrey Gendell), Q3 2008 [View article]
    DFSX,

    good point about many of the holdings being victim of relentless shorting. obviously there was some 'front running' going on in positions that suffering hedge funds like tontine and atticus were holding.

    i don't think we've taken "delight" in the fact that he's performed poorly this past year. we're merely stating the facts that he is a solid investor with a solid track record who simply had an astonishing year. we simply highlighted the irony in their firm's name. even a biased reader would have to admit that it is slightly ironic.

    there are definitely some winners in gendell's portfolio, you are certainly correct. however, seeing as these holdings were only as of september 30th, we believe that not all of the "fire sales" are correctly recorded yet and we will be waiting til the next 13F filing to get a better idea as to where his portfolio stands. after all, october and november are where the real pain came. but, upon quick glance, PWR and KBR certainly seem to be a good choices though. we'll wait it out though until next round to get more clarity. thanks for the comment.
    Jan 07 12:28 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Harbinger Capital (Philip Falcone)  [View article]
    oh yea of course. they're a lagging indicator and are mainly just a tool to get a sense as to what companies they're going long in a particular sector. i've mentioned in my preface posts that the short side is "invisible" to us and that technically is the most important side of funds' books since its so secretive/protected.

    i still think its interesting to track though just because you can tend to see how various funds work with their strategies over time in accumulating a position versus trading in/out of one. plus, in times like these, its a great tool to have to see exactly where these funds are hurting from poor performance. especially, say in Atticus Capital's case. Their top holdings have been murdered. The redemption/liquidation... trade is still very much on.

    mainly just providing the resource for people who are interested in it.
    Oct 03 11:47 am |Rating: 0 0 |Link to Comment
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