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marketfolly

Jay MF

Joined Aug 27, 2009

http://www.marketfolly.com

tracking hedge fund portfolios on marketfolly.com. Long/short equity hedge fund analyst.

  1. marketfolly
    On Seth Klarman & Baupost Group's investment in French company Chargeurs http://stks.co/3ykm $$
  2. marketfolly
    Goldman Sachs list of very important short positions for hedge funds http://stks.co/3yft $JNJ $XOM $INTC $IBM $AMZN $T $CVX $VZ $DUK $DIS
  3. marketfolly
    Goldman Sachs VIP List: Most Important Stocks To Hedge Funds http://stks.co/3yd6 $AAPL $GOOG $ESRX $MSFT $QCOM $C $GM $PCLN $JPM $LMCA
  4. marketfolly
    If you missed it, Bill Ackman's slideshow presentation on J.C. Penney $JCP from Ira Sohn Conference http://stks.co/3xcY
  5. marketfolly
    What We're Reading ~ hedge fund & market links http://stks.co/3xYM $$
  6. marketfolly
    If you missed it, David Einhorn's slideshow on use of preferreds from Ira Sohn Conference http://stks.co/3xW6 $$
  7. marketfolly
    Bill Ackman's slideshow presentation on J.C. Penney $JCP from Ira Sohn Conference http://stks.co/3wbM
  8. marketfolly
    David Einhorn's Ira Sohn slideshow presentation on use of preferreds http://stks.co/3wb1 $$
  9. marketfolly
    Eric Mindich's hedge fund Eton Park Capital: latest portfolio activity in UK markets http://stks.co/3wXt
  10. marketfolly
    Lone Pine Capital buys more Ulta Salon $ULTA during recent sell-off http://stks.co/3wNV

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