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  • Passport Capital Chooses Gold over Education [View article]
    No problem ksmithdc glad you enjoyed it.
    Jun 21 16:49 pm |Rating: +3 0 |Link to Comment
  • Boone Pickens' BP Capital: Rebuilding in 2009 [View article]
    Thanks knight.
    Jun 14 13:48 pm |Rating: +3 0 |Link to Comment
  • Goldman Sachs Updates Its Conviction Buy List [View article]
    Emerald, yes such disclosures would be forward progress in an industry in increasing need of them. I'd imagine that all of this crisis has sparked a ton of change coming in the forms of regulation and disclosures. Unfortunately, I'm not sure if trading disclosures will be at the front of the list. Sigh. Yet another thing to address in the future.
    May 06 19:55 pm |Rating: +1 -1 |Link to Comment
  • Goldman Sachs Updates Its Conviction Buy List [View article]
    good point Andrew, the quick money is always already made on these. Was just presenting them for those who like to get up to date view points over the long-term prospects. Analyst moves can swing a stock on that day and it's always best to pick up the shares on a pullback if they interest you.. good point.
    May 06 19:53 pm |Rating: +1 -1 |Link to Comment
  • Hedge Fund Tracking: Touradji Capital (Paul Touradji), Q3 2008 [View article]
    bc818 you have to keep in mind that its not necessarily all losses... they have sold off quite a substantial amount of equities. since this is the long side of their equity portfolio, they were removing a lot of longs. so think of it as potential losses combined with decreasing long equity exposure.
    Dec 18 12:38 pm |Rating: +2 0 |Link to Comment
  • What Are Some of the Best Hedge Fund Managers Doing? [View article]
    good list of funds to follow, i track numerous of the same ones. if anyone wants, we cover hedge fund activity each quarter on my blog and list the detail percentage change in each position for each fund: www.marketfolly.com and then just type in a fund in the search bar
    Nov 20 13:00 pm |Rating: 0 0 |Link to Comment
  • Fast Money Recap - Finding the Good in Goldman (11/11/08) [View article]
    all of the hedge funds mentioned in that fast money episode we track on our blog. just type in any of the funds or tickers on our blog and you'll find their holdings: www.marketfolly.com
    Nov 12 09:28 am |Rating: 0 0 |Link to Comment
  • Lowest Estimated PEG Ratios in the Russell 1000 [View article]
    some solid names in that list. lots of hedge fund ownership too in some of those names as well... too many to list.

    just run a search for the tickers on my site and the various hedge funds will show up www.marketfolly.com/
    Oct 20 20:16 pm |Rating: +1 0 |Link to Comment
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