Stone Fox Capital

Galleon Group's 50 Largest Holdings

the list would be better if it was based on the % of ownership. Apple is clearly not a short based on this. Also, not so sure you can't count on a massive wind down as a large % of the money is Raj's and i don't see him being forced to cash out much.

8 Possible Targets for Exxon's Cash

XOM could do so many positive things for the company by investing in small nat gas or green companies. They should be taking advantage of this finanical crisis to buy up the likes of CHK or any other company that is financially distressed. They need reserves and CHK has them. Unfortunately, they are likely to go the PFE route and buy some big company with declining reserves.

Why don't these guys ever learn from a CSCO? Buy up small, private companies in the need of cash to expand business. Use their leverage and expertise to grow, instead they've just become a bank.

Six Companies Poised to Gain from a Natural Gas Auto Mandate

Great article, but if Nat Gas does become the fuel of choice then you'll hardly want to be invested in BP. Why not pick some more pure plays? CHK would be a great bet, but its also rather large now.