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Analysis - Latest Articles
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most recent
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most commented
Hedge Fund Blue Ridge's Largest Positions: Apple and JP Morgan
Dec 23
•
Market Folly
•
Comment!
Pundits Are Wrong: Healthcare Reform Will Increase Profits
Sep 17
•
Todd Campbell
•
24 Comments
Ken Griffin's Citadel Fund: Options Eye Candy
Sep 10
•
Market Folly
•
2 Comments
Hedge Fund Blue Ridge Concentrates on Apple
Sep 3
•
Market Folly
•
4 Comments
Positioning for When Water Runs Out: Part II
Jun 26
•
Joseph L. Shaefer
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53 Comments
Bullish on Millipore's Prospects Despite Risks
Jun 8
•
Vahan Janjigian
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1 Comment
Want Growth but Nervous About Risk? Consider Convertibles
Jun 1
•
David Grenier
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1 Comment
Blue Ridge Capital: One Hedge Fund That's Done With Gold
May 27
•
Market Folly
•
8 Comments
27 Earnings Season Growth Leaders
May 19
•
Trade Radar Operator
•
1 Comment
Blue Gold: The Ultimate Commodity
Apr 15
•
James Rickman
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13 Comments
Water: The New Oil
Feb 5
•
Kim Miller
•
61 Comments
Hedge Fund Tracking: John Griffin's Blue Ridge Capital, Q3 2008
Nov 26, 2008
•
Market Folly
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2 Comments
Blue Ridge Capital Discloses 5.7% Stake in Millipore
Oct 19, 2008
•
Market Folly
•
Comment!
15 Value Hedge Funds - Portfolio Update
Aug 21, 2008
•
Mebane Faber
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6 Comments
Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
Aug 19, 2008
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Market Folly
•
7 Comments
Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin)
Jun 13, 2008
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Market Folly
•
3 Comments
Diving Into the Water ETF
May 19, 2008
•
Jeffrey McLarty
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34 Comments
Blue Ridge Capital - Portfolio Holdings
May 19, 2008
•
Mebane Faber
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1 Comment
PHO's Made a Great Opening Splash in the Water Sector, but Beware of Future Risks
Dec 10, 2007
•
Don Dion
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Comment!
Biomanufacturing: Evaluating Opportunities in the Froth
Oct 30, 2007
•
Andrew Waight
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3 Comments
Who Will, and Won't, Get Slaughtered in a Bull Market Reversal - Barron's
Apr 29, 2007
•
SA Editor Eli Hoffmann
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Comment!
Water: How to Quench Your Investor Thirst
Mar 27, 2007
•
The Sun
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1 Comment
New Buy Ideas: 15 Stocks I Expect To Breakout
Mar 26, 2007
•
Alan Brochstein
•
Comment!