Reserved For Fire

Blue Ridge Capital: One Hedge Fund That's Done With Gold

Not a very impressive or creative top choices for this maven but then again I don't think that MSFT is a very savvy choice. I'm surprised he didn't have Berkshire as one of his top picks. That's a safe one also that everyone likes.

Also, I would have to view his gold sales as a contrarian indicator since the average price of the GDX was about $32 during the quarter. From this you could estimate that was his average sale came to slightly over $41. So he has lost about a 30% move in less than 2 months. But he does have a huge position in MSFT and MA.

He doesn't appear to be a John Paulson.