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  • Hedge Fund Blue Ridge Concentrates on Apple [View article]
    Born1929,

    You can make money off hedge fund holdings certainly. We've illustrated that with our Market Folly portfolio that is seeing 20.5% annualized returns. It invests in the very SEC filings we track and post up. See our post here: www.marketfolly.com/20...


    On Sep 04 08:25 AM BORN1929 wrote:

    > why to spend all the lifetime to track others past holdings, where
    > you can make money out of it
    Sep 04 10:46 am |Rating: +2 -1 |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
  • Tudor Investment Takes New Positions in Financials, Among Others [View article]
    hey nyoneway, thanks for pointing that out. Those positions are under the 'increased' paragraph so both XLE and XLV were increased by greater than 100%, which will then make sense. I apologize for the mistake, as something got messed up in my formatting of my original blog entry.

    So, everything under the "increased" paragraph should read: increased by. And, everything under the "decreased" paragraph should read: decreased by. Hopefully this clarifies.
    Mar 18 14:38 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Tudor Investment Corp. (Paul Tudor Jones), Q3 2008  [View article]
    User 288994,

    all the holdings listed above (& in all 13F filings for that matter) are long holdings. they are not required to disclose short positions

    hope this helps.
    Jan 16 15:56 pm |Rating: +1 0 |Link to Comment
  • How Will Fortune Magazine's 10 Stock Picks for 2009 Fare? [View article]
    POT is always interesting and could be a very solid play going forward if the current supply picture gets even bleaker as george soros and jim rogers have argued. we track hedge funds on our blog and have noted that soros has accumulated quite a large POT position lately: www.marketfolly.com/20...

    also, we like RIG long term as well and some of our thoughts are here: www.marketfolly.com/20...
    Jan 06 14:11 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
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