Bare Escentuals Inc. (BARE)
Loading...
Symbols:
BARE Forum Topics
- All Comments on BARE
- General Discussion on BARE
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
- Best and Worst Performing Stocks on Earnings [view article]
- Hedge Fund Tracking: Tremblant Capital [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wednesday Options Update: FAF, EMC, BARE, GRA, HBC, BWLD, AEP, ELN, XLF [view article]
- Retail Plays For Bad Times [view article]
- Bare Escentuals, Inc. Q1 2008 Earnings Call Transcript [view article]
- Jim Cramer's Mad Money Lightning Round, 4/7/08: No Way, Ebay [view article]
- Bare Escentuals: Sensing Growth [view article]
- Jim Cramer's Mad Money In-Depth Stock Picks, May 18 [view article]
- Jim Cramer's Mad Money Lightning Round Picks, Jan. 19 [view article]
loading ...Recent BARE Articles
- Should You Oogle Google - Fast Money Recap (8/26/08)
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
- Best and Worst Performing Stocks on Earnings
- Hedge Fund Tracking: Tremblant Capital
- Wall Street Breakfast: Must-Know News
- Wednesday Options Update: FAF, EMC, BARE, GRA, HBC, BWLD, AEP, ELN, XLF
- Retail Plays For Bad Times
- Thursday's Options Report: CLX, HOLX, MER, YHOO, HD, HES, BARE, DNR
- Best and Worst Performers of the Last Two Days
- Bare Escentuals: Sensing Growth
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
l
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Looking for a hedge fund job? The best way to get one is to contact them directly with your resume and cover letter. Now the hard part - finding a list of hedge funds. There are really no free lists, but there are some very cheap ones at www.hedgefundjoblist.c... ReplyHedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting. Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
I found this interesting and wasn't aware this information was available.Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
User 172125,Re: "just compiling data that is readily available". I don't know about you, but MY clock only has 24 hours in a day, so anything that allows me to be more productive in that 24 hours, has value.
old trader Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Market Folly: Very helpful information, please bring it to us more often, i would rate your research style up there with Barrons. ReplyBest and Worst Performing Stocks on Earnings [view article]
As a WFR shareholder i must say this is comforting news. These guys have been beaten up bad and my research has led me to the conclusion that there is no reason to sell. Investors soured on WFR because it wasn't able to handle the huge influx of business it's receiving.. get it? the stock is cut down because there is too much business!Now if this were a high flying company with a high P/E, it would make sense to figure they won't be able to grow as fast as was expected, but WFR has a P/E of 16..
This is more proof that wall street institutions have simply lost touch with the street. I used to have respect for these guys but it's become so technical, you can't see the company from all the shenanigans they try to pull.
I for one am happy wall street bankers are loosing their jobs and going to jail.. they robbed us blind and left our tax dollars to clean up their mess - they need to do time.
Reply
Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
SA automatically pulls the articles off of your website and puts the links in. That isn't a conscious choice by a blogger. ReplyHedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
Like I said on your other post- I see past the post itself- and what you are doing is actually a great marketing tool. To other bloggers out there- notice that his posts include several symbols- and therefore will show up on SA under each and every symbol- exponentially generating traffic (ad revenue) to his blog.The posts themselves have little value as he is just compiling data that is readily available. Brilliant strategy market folly- I bet you are making a lot of money for doing virtually nothing. Very bright. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
ALERT: USER 172125 is V WINNER ReplyBest and Worst Performing Stocks on Earnings [view article]
Hey Frankfurt, add something constructive or shutup. ReplyJacome
Hedge Fund Tracking: Tremblant Capital [view article]
keep up the good work ReplyHedge Fund Tracking: Tremblant Capital [view article]
dfjldjfl ReplyHedge Fund Tracking: Tremblant Capital [view article]
edward lord clarendon.hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.
kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. ReplyHedge Fund Tracking: Tremblant Capital [view article]
I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.
Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.
Interesting posts- and great link setup.......
Reply