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market folly : hedge fund tracking, SEC filings, investment conferences

See what stocks top hedge funds are investing in. Coverage of SEC filings (13D, 13G, 13F, Form 4), hedge fund letters & buyside conferences

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market folly : hedge fund tracking, SEC filings, investment conferences | marketfolly.com Reviews
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See what stocks top hedge funds are investing in. Coverage of SEC filings (13D, 13G, 13F, Form 4), hedge fund letters & buyside conferences
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market folly : hedge fund tracking, SEC filings, investment conferences | marketfolly.com Reviews

https://marketfolly.com

See what stocks top hedge funds are investing in. Coverage of SEC filings (13D, 13G, 13F, Form 4), hedge fund letters & buyside conferences

INTERNAL PAGES

marketfolly.com marketfolly.com
1

Notes From the Value Investing Congress: Burbank, Ainslie, Parames, & Singhi ~ market folly

http://www.marketfolly.com/2010/10/notes-from-value-investing-congress.html

Tracking top hedge funds since 2008. New Issue Of Our Newsletter Just Released. Tuesday, October 12, 2010. Notes From the Value Investing Congress: Burbank, Ainslie, Parames, and Singhi. We're pleased to present notes from the Value Investing Congress taking place today and tomorrow. Today's notes include presentations from John Burbank (Passport Capital), Lee Ainslie (Maverick Capital), Francisco Parames (Bestinver Asset Management), and Amitabh Singhi (Surefin Investments). Or our free updates via RSS.

2

Charlie Munger & Warren Buffett's Secrets To Investing Success ~ market folly

http://www.marketfolly.com/2013/01/charlie-munger-warren-buffetts-secrets.html

Tracking top hedge funds since 2008. New Issue Of Our Newsletter Just Released. Friday, January 11, 2013. Charlie Munger and Warren Buffett's Secrets To Investing Success. Value investor Mohnish Pabrai. Recently sat down for an interview with The Motley Fool. And he talked about what he learned from his lunches with Charlie Munger and Warren Buffett. Charlie Munger's 3 Secrets To Investment Success. Pabrai talked about how Munger revealed 3 things investors can do to be successful:. An example that many ...

3

Blue Ridge Capital's Recommended Economics Reading List ~ market folly

http://www.marketfolly.com/2009/05/recommended-economics-reading-from.html

Tracking top hedge funds since 2008. New Issue Of Our Newsletter Just Released. Friday, May 15, 2009. Blue Ridge Capital's Recommended Economics Reading List. Time for the third installment in our series of 4 articles revealing Blue Ridge Capital. S recommended reading list. Previously, we've revealed Blue Ridge's recommended Analytical Reading List. As well as their Historical/Biographical List. This week, we'll turn to their recommended Economics books. The Lexus and the Olive Tree. By Ayn Rand: Not on...

4

Ten Investment Themes For 2010 ~ market folly

http://www.marketfolly.com/2009/12/ten-investment-themes-for-2010.html

Tracking top hedge funds since 2008. Hedge Fund Wisdom Quarterly. Tuesday, December 8, 2009. Ten Investment Themes For 2010. Here is Bank of America Merrill Lynch's Ten Themes For 2010:. Government balance sheet risk. Corporate cash flow beneficiaries. The emerging market consumer. The return of active management. Theme #1) Government balance sheet risk. Investment ideas for this theme: Materials equities and emerging market stocks. Also, intermediate term investment grade corporate bonds. Investment ide...

5

Greenlight Capital's Q4 Letter: New Positions in Micron, BP, & Anadarko Petroleum ~ market folly

http://www.marketfolly.com/2014/01/greenlight-capitals-q4-letter-new.html

Tracking top hedge funds since 2008. Hedge Fund Wisdom Quarterly. Wednesday, January 22, 2014. Greenlight Capital's Q4 Letter: New Positions in Micron, BP, and Anadarko Petroleum. S hedge fund Greenlight Capital. Returned 19.1% net in 2013. Greenlight's fourth quarter letter to investors unveils their thesis on new positions in Micron Technology (MU), BP (BP), and Anadarko Petroleum (APC). Who posted up Greenlight's Q4 letter and you can view it below:. Posted by market folly. Returned 19.1% net in 2...

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marclangefeldsinvestmentideas.blogspot.com marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: Change in Real House Prices from 2006 - 2011 (in percent)

http://marclangefeldsinvestmentideas.blogspot.com/2013/03/change-in-real-house-prices-from-2006.html

Marc Langefeld's Investment Ideas and Observations. Saturday, March 16, 2013. Change in Real House Prices from 2006 - 2011 (in percent). New York, NY, United States. View my complete profile. You Say Goodbye and We Say Hello. The Other Guy Blinked. BARRONS.com: Tech Trader Daily. Apple Sets September 7th San Francisco Media Event. A 1977 Warren Buffett Interview From the WSJ Archives. So which position will Mr Ackman exit: Herbalife or Valeant. JG Boswell (BWEL) Update- 2015 Fundamental Data. Investment ...

marclangefeldsinvestmentideas.blogspot.com marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: August 2009

http://marclangefeldsinvestmentideas.blogspot.com/2009_08_01_archive.html

Marc Langefeld's Investment Ideas and Observations. Friday, August 14, 2009. Hansen Poised to Benefit from New Products and International Expansion. Hansen’s stock price target is $39 based on applying a 15x multiple to its earnings over the next year and adding its net cash per share of $3.46. A 15x target multiple appears appropriate based on its ability to grow its sales and earnings in the low to mid teens over the next several years. The company is the #2 player (28% market share) in the $6.5 bi...

marclangefeldsinvestmentideas.blogspot.com marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: September 2009

http://marclangefeldsinvestmentideas.blogspot.com/2009_09_01_archive.html

Marc Langefeld's Investment Ideas and Observations. Saturday, September 5, 2009. Tesco: Consistent Earnings Growth at Attractive Price. Tesco (ADR stock ticker: TSCDY) should be considered for potential purchase based on its leading position in the UK retail market, its expansion opportunities in international markets, its ability to improve operating margins and its attractive dividend yield of 3.6%. Tesco Express – neighborhood convenience store that focuses on fresh products, 961 stores. The company a...

contraryinvesting.com contraryinvesting.com

Commodities

http://contraryinvesting.com/category/commodities

The Contrary Investing Report. Investing and Trading News, with a Contrarian, Sarcastic Twist! From the category archives:. Trading the EPA’s New Emissions Planto the Contrary! June 5, 2014. Buying From Panic Sellers: A Forgotten, Unloved Precious Metal. July 2, 2013. Gold & Silver “Gambler Specials” Search For a Bottom. May 30, 2013. June’s Grain of the Month: Miss Wheat. May 24, 2013. The Case for Nuclear & Uranium – (Still) Not Dead. May 24, 2013. May 8, 2013. May 6, 2013. March 12, 2013. March 5, 2013.

bandsma.wordpress.com bandsma.wordpress.com

A few notes from a luncheon with Prof. Stiglitz | Deduced Reckoning

https://bandsma.wordpress.com/2009/05/29/a-few-notes-from-a-luncheon-with-prof-stiglitz

May 29, 2009. A few notes from a luncheon with Prof. Stiglitz. 8212; bandsma @ 3:12 pm. These are some rough notes I took from a talk given by Professor Joseph E. Stiglitz. Yesterday at a private event. Though I’m sure it wasn’t anything he hasn’t said elsewhere. I would have to agree with him on almost everything. In fact I anticipated almost everything he said simply because I reference the same data and have the exact same interpretations. This downturn is not like others in that there is no room for ...

bandsma.wordpress.com bandsma.wordpress.com

Milton Friedman optomistic on the US economy end of 2005 | Deduced Reckoning

https://bandsma.wordpress.com/2009/06/11/milton-friedman-optomistic-on-the-us-economy-in-2006

June 11, 2009. Milton Friedman optomistic on the US economy end of 2005. 8212; bandsma @ 4:09 pm. Perusing the Charlie Rose archives I came across this little gem of an interview of Milton Friedman from December 2005. I have a great deal of respect for Dr. Friedman but his praise of the US economy and downplaying of the impact of the rising US debt levels at that time stands in stark contrast to the eventual outcome. Leave a Comment ». Feed for comments on this post. Leave a Reply Cancel reply.

zerohedge.blogspot.com zerohedge.blogspot.com

Zero Hedge: Cliff Asness "I Am Ready For My 'Personalized' Tax Rate Now"

http://zerohedge.blogspot.com/2009/05/cliff-asness-i-am-ready-for-my.html

ON A LONG ENOUGH TIMELINE, THE SURVIVAL RATE FOR EVERYONE DROPS TO ZERO". Monday, May 4, 2009. Cliff Asness "I Am Ready For My 'Personalized' Tax Rate Now". Posted by Tyler Durden. The hedge funds were singled out only because they are unpopular, not because they behaved any differently from any other ethical manager of other people's money. The President’s comments are backwards and libelous. Unafraid In Greenwich Connecticut. Clifford S. Asness. Managing and Founding Principal. They are unpopular, not ...

investolator.wordpress.com investolator.wordpress.com

Market View | The Investolator

https://investolator.wordpress.com/market-view

A Hybrid Investment Method. Market Commentary – April 2010. I use various indicators to determine overall market conditions. Currently, almost all of those indicators are pointing towards extremely overbought market conditions. One of the main reasons I haven’t updated the blog, aside from applying to grad schools, is simply because the market has become overly bullish, and my typical setups are quite hard to find. Here are the indicators in question:. NYSE Summation Index large divergence developing.

investolator.wordpress.com investolator.wordpress.com

BLC | The Investolator

https://investolator.wordpress.com/example-trades/blc

A Hybrid Investment Method. Entry $2.58, Exit $5.40: 109%. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Notify me of new comments via email. Cobra's Market View.

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Agriculture

http://contraryinvesting.com/category/commodities/agriculture

The Contrary Investing Report. Investing and Trading News, with a Contrarian, Sarcastic Twist! From the category archives:. Two Unloved Ag-Mates at Hovering Key Support Levels. March 12, 2013. 7 More Bullish Fundamentals for Agriculture. May 11, 2012. Which Ag Would Rogers Look at Right Now? March 29, 2012. Banner Ads for Investing in Brazilian Agriculture? June 16, 2011. Sprott Resource Corp: The Investing Case for Agriculture. May 15, 2011. Why Rough Rice is All Teed Up for a Jim Rogers Approved Rally.

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