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- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
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- 15 Value Hedge Funds - Portfolio Update
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin)
- iShares MSCI Mexico: Surprising Strength South of the Border
- Blue Ridge Capital - Portfolio Holdings
- Summer in the Citi - Fast Money Recap (5/2/08)
- Can China Digital TV Outsmart the Short Sellers?
- EW Scripps: Disclosure Challenged
- Blue Ridge Capital - Portfolio Holdings
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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
15 Value Hedge Funds - Portfolio Update [view article]
Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply15 Value Hedge Funds - Portfolio Update [view article]
valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.
User 164258 - you are correct and the glitch is fixed on my blog. . .
Reply
15 Value Hedge Funds - Portfolio Update [view article]
I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter Reply
15 Value Hedge Funds - Portfolio Update [view article]
I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply15 Value Hedge Funds - Portfolio Update [view article]
I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply15 Value Hedge Funds - Portfolio Update [view article]
Meb is a pretty bright guy and synthesis of other concepts can be very useful. ReplyHedge 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. ReplyHedge 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
iShares MSCI Mexico: Surprising Strength South of the Border [view article]
The good times in Mexico won't last. While Mexico is currently an oil exporter oil production is declining rapidly. So very shortly Mexico will become an oil importer and join most of the rest of the world in the huge problems increasing oil prices are causing. ReplyiShares MSCI Mexico: Surprising Strength South of the Border [view article]
I would be careful of any market where almost 50% is owned by one man carlos slim. Reply