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Analysis - Latest Articles
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most recent
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most commented
Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note
Nov 17
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Market Folly
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10 Comments
Matt Badiali on Oil Opportunities
Oct 28
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The Energy Report
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3 Comments
MLPs Keep Roaring Ahead
Oct 27
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Avi Morris
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3 Comments
MLPs in Good Shape, Despite Credit Crisis
Oct 8
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Avi Morris
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7 Comments
Baupost Group's Massive Position in CapitalSource
Aug 20
•
Market Folly
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3 Comments
Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman
Aug 18
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Davy Bui
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7 Comments
Old School Value Portfolio Update
Aug 5
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Jae Jun
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1 Comment
MLPs Have Had a Great Year - So Far
Jun 17
•
Avi Morris
•
Comment!
High Yield Securities Need to Refresh
Jun 9
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Avi Morris
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6 Comments
BreitBurn Energy Partners Generates Income, But What About Dividends?
Jun 5
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Justin Case
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2 Comments
MLPs Continue Their Winning Streak
Jun 2
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Avi Morris
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7 Comments
Klarman's Baupost Group Bets Big on Capitalsource, News Corp.
Jun 1
•
Market Folly
•
Comment!
Klarman, Witmer & Einhorn: Examining 2009 Q1 13F Filings
May 19
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Davy Bui
•
2 Comments
Seth Klarman's Baupost Group Discloses Activist Stake in Breitburn Energy
May 7
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Market Folly
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2 Comments
JPMorgan Launches New MLP ETF
May 6
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Avi Morris
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4 Comments
Housing Near Bottom, Markets Not So Much and April's Portfolio Moves
May 5
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Davy Bui
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2 Comments
MLPs Getting Through Earnings Season
May 5
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Avi Morris
•
Comment!
MLPs: Success Story in an Otherwise Dismal Quarter
Apr 2
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Avi Morris
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9 Comments
Hedge Fund Portfolio Tracking: Seth Klarman's Baupost Group, Q4 2008
Mar 3
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Market Folly
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Comment!
Seth Klarman's Best Ideas (for Now)
Feb 20
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The Manual of Ideas
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9 Comments
Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn
Feb 17
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Davy Bui
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4 Comments
How to Create a Balanced Investment in Energy
Jan 29
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Lee Eugene Munson
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5 Comments
Hedge Fund Tracking: Seth Klarman & Baupost Group, Q3 2008
Dec 30, 2008
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Market Folly
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5 Comments
3 Top and Bottom Market Sectors for This Week
Dec 30, 2008
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J Clinton Hill
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2 Comments
Klarman, Einhorn and Witmer: Examining Q3 Filings
Nov 21, 2008
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Davy Bui
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1 Comment
How to Pick an MLP for This Market
Oct 21, 2008
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Zman
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5 Comments
Firesale in Oil and Gas (Upstream) Limited Partnerships
Oct 10, 2008
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Jens Heycke
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2 Comments
Attractive Outlook for MLPs Following September Lows
Oct 2, 2008
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Avi Morris
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17 Comments
Mark to Market Means Q3 Gains for the Oil Patch
Sep 29, 2008
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Scott Snively
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1 Comment
Insiders See Value in Slippery Oil Patch
Sep 17, 2008
•
Scott Snively
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8 Comments
Upstream MLPs and Canadian Royalty Trusts: High Return, High Risk?
Apr 27, 2008
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Jens Heycke
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31 Comments
Outrageous Opportunities in Upstream MLPs
Apr 11, 2008
•
Jens Heycke
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20 Comments