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- Blue Ridge Capital Discloses 5.7% Stake in Millipore
- Market Folly submits: According to a 13G filing made with the SEC on October 16th, Blue Ridge Capital ran by John Griffin has disclosed a 5.47% ownership stake in Millipore MIL. Blue Ridge disclosed that they now own 3,020,000 shares of MIL as of October 6. This is an increase...
- External links 2008-10-19
- Tudor Investments Sells Majority of Plains Exploration & Production Holding
- Market Folly submits: In a recent 13G filed with the SEC on October 17th, Tudor Investment Corp has disclosed its 0.4% ownership stake in Plains Exploration & Production PXP. Tudor Investment Corp is a global macro set of hedge funds ran by Paul Tudor Jones. The 13G details changes held...
- External links 2008-10-19
- Tremblant Capital Ups Stake in Advance Medical Optics
- Market Folly submits: In a 13G filing made with the SEC on October 17, Tremblant Capital has disclosed a 5.2% Ownership Stake in Advanced Medical Optics EYE. Tremblant is a $4.1 billion hedge fund that is run by Bret Barakett. This adjustment to the position was made on October 7...
- External links 2008-10-21
- Jana Partners Discloses 13.52% Stake in Convergys
- Market Folly submits: In a 13D, filing made with the SEC on October 21, hedge fund Jana Partners disclosed that they have a 13.52% stake in Convergys CVG. They now own 16,468,399 shares of CVG, which is an increase from their 10.5 million shares they disclosed in the previous filing,...
- External links 2008-10-23
- Paulson & Co. Increases Stake in Cheniere Energy
- Market Folly submits: In a filing made with the SEC on Monday, hedge fund Paulson & Co. has disclosed that it now owns a 14.6% stake in Cheniere Energy LNG. It now owns 7,400,000 shares, which is an increase from its previous 13F filing at the end of June, when...
- External links 2008-10-29
- Tontine Partners Discloses Stake in MYR Group
- Market Folly submits: In a 13G filed with the SEC last week, hedge fund Tontine Partners has disclosed its 6.16% stake in MYR Group MYRG. This is a new position for it, since; no stake in the company was shown in its most recent 13F filing (as of June 30)....
- External links 2008-10-31
- Carlos Slim Discloses Stake in Bronco Drilling
- Market Folly submits: In a 13G filed with the SEC recently, Mexican businessman Carlos Slim has disclosed a 7.64% ownership stake in Bronco Drilling BRNC. He now owns 2,200,000 shares of the company. Carlos Slim is a well-known Mexican businessman who amassed his wealth through telecom. He is known...
- External links 2008-11-03
- Playing the Oil Market
- Market Folly submits: In a recent TheStreet.com article, "Looking Ahead With Hope and Trepidation," Eric Bolling wrote about some of his recent stock picks and gave his take on current financial crisis that the U.S. is facing. Overall, Bolling is putting an emphasis on being nimble and being...
- External links 2008-11-05
- Playing a Market Flooded with Treasuries
- Market Folly submits: Gregor Macdonald has a great post on his blog, called "Debt-ology," which details an issue I've been mulling over myself: the flooding of the market with supply of treasuries. I put this up as food for thought, as well as providing a possible way to play this impending...
- External links 2008-11-06
- Under Armour: Maverick Capital Sells Entire Position
- Market Folly submits: In a 13G filing made with the SEC after the close today, hedge fund Maverick Capital has sold off their entire position in Under Armour UA. Maverick Capital is a $10 billion hedge fund ran by the notoriously great stock picker Lee Ainslie. The filing shows that...
- External links 2008-11-11
- Activision: A Bright Light in the Dark Consumer World?
- Market Folly submits: I am long a specialty retail play. I had to slap myself out of the stupor for owning one in an environment I have dubbed as a consumer recession. What am I long - how about some Activision Blizzard ATVI? I was fortunate/unfortunate enough (we'll know later)...
- External links 2008-11-11
- Shorting Treasuries: What's the Rationale?
- Market Folly submits: Essentially, U.S. Treasuries are setting up to be a great short opportunity. Last week, I laid out a basic thesis for shorting treasuries. We may be early in this call, but present and future actions are sending us signals we simply cannot ignore. The presently increasing and...
- External links 2008-11-13
Additional Resources
- 4 Hedge Fund Investments in Norway
- Earnings Call ExcerptGiven that Market Folly covers hedge fund positions in U.S. equities and in U.K. equities, we're always seeking to expand our hedge fund portfolio tracking coverage. Today we take you to the north European country of Norway. Every time noted hedge fund manager Julian Robertson has spoken...
- Earnings calls 2009-10-29
- HCC Insurance Holdings Inc. Q3 2008 Earnings Call Transcript
- Question-and-Answer Session[Operator Instructions]. Your first question comes from the line of David Lewis with Raymond James. David Lewis - Raymond James Thank you and good morning. John N. Molbeck Jr. - President, Chief Operating Officer and Director Good morning, David. David Lewis - Raymond James Congratulations on a very...
- Earnings calls 2008-11-05
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