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  • What's John Paulson Buying Now? Hint... Think Gold [View article]
    Crank Monkey,

    Yes most of Paulson's equity positions are arbitrage related plays, so it would be safe to assume something like what you pondered. The problem though is we don't see what he is shorting, as there is more likely than not another portion of each of his arbitrage trades.
    May 23 19:57 pm |Rating: +2 0 |Link to Comment
  • What's John Paulson Buying Now? Hint... Think Gold [View article]
    Moon Kil Woong,

    This article is about hedge fund manager John Paulson. You are referencing ex-Treasury secretary Hank Paulson. They are different people. Just wanted to clarify.
    May 21 01:32 am |Rating: +2 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
  • 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
  • Hedge Fund Tracking: Thiel's Clarium Capital, Q3 2008 [View article]
    we've also covered whitney tilson's t2 partners here: www.marketfolly.com/20...

    also, more on clarium capital...
    clarium's october performance: www.marketfolly.com/20...

    clarium's shift to equities: www.marketfolly.com/20...
    Nov 18 23:13 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Tracking: Clarium Capital [View article]
    NollierCapitalManageme...

    my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.

    i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.

    However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?

    Thanks for the comments.
    Aug 19 22:26 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Tracking: Clarium Capital [View article]
    at the end of july they were up around over 45% year to date
    Aug 18 23:47 pm |Rating: 0 0 |Link to Comment
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