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Market Folly » Comments » AMT

  • Shumway Capital: Visa Is Top Holding [View article]
    Paul, thanks very much... glad you find it useful.
    Apr 02 13:06 pm |Rating: +1 0 |Link to Comment
  • Maverick Capital's 13F Filing for Q408 [View article]
    thanks for the comment. They added to their BRK-A position, so they added the A shares. Then they reduced their position in BRK-B, the B shares. The article should say BRK-B under the "reduced" column. I apologize for any confusion and I'll notify SA to edit this. Thanks.
    Mar 12 13:52 pm |Rating: 0 0 |Link to Comment
  • Five Actionable Ideas for 2009 [View article]
    good stuff as always mebane. I suggest everyone definitely check out his alphaclone for following the smart money, very useful tool they've created. also, if you want to just check out some of the current portfolios of prominent hedge funds, we've been doing our hedge fund portfolio tracking over the past few weeks: www.marketfolly.com/20...
    Jan 02 12:16 pm |Rating: +1 0 |Link to Comment
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