marketfolly

Jay MF

Joined Aug 27, 2009

http://www.marketfolly.com

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

marketfolly
Ken Griffin's Citadel boosts Constant Contact $CTCT stake http://stks.co/2KoR

Feb. 9 at 3:51 PM
marketfolly
Good point re: position size/exposure RT @gavparks Probably many need to sell some to manage weightings...$AAPL

Feb. 9 at 3:48 PM

from Twitter
marketfolly
Seems to me that majority of PMs with big $AAPL positions have much lower cost basis & just hold on

Feb. 9 at 3:39 PM
marketfolly
The one thing I haven't heard is people buying $AAPL. Still "cheap" and iPad3/iPhone5 upcoming but fear of overpaying before pullback?

Feb. 9 at 3:39 PM
marketfolly
Heard some PM's trimming $AAPL solely to lock in some profits from big move. Heard others hold anticipating $500+. Interesting dichotomy.

Feb. 9 at 3:37 PM
marketfolly
Portfolio manager exercise for the day: you have big $AAPL position, still "cheap," 2 new products coming, but huge move. Buy/Sell/Hold

Feb. 9 at 3:34 PM
marketfolly
Hedge fund firm Balyasny Asset Management starts new position in Shaw Group $SHAW http://stks.co/2Kmw

Feb. 9 at 3:23 PM
marketfolly
Bill Ackman & hedge fund Pershing Square's presentation on $CP http://stks.co/2KjA

Feb. 9 at 2:33 PM
marketfolly
Warren Buffett: Why stocks beat gold and bonds http://stks.co/2Kat) $SPY $GLD $TLT

Feb. 9 at 12:34 PM
marketfolly
What We're Reading: hedge fund & market links http://stks.co/2KYM $$

Feb. 9 at 12:01 PM
marketfolly
Yesterday at Harbor Inv Conference, Bill Ackman pumped his new SPAC: Justice Holdings traded in London $JUSH

Feb. 3 at 4:52 PM
marketfolly
Geez just noticed mortgage ETFs, have been going straight up this year! $DMO

Feb. 3 at 1:19 PM
marketfolly
Confidence Game trailer: documentary about the final week at Bear Sterns http://stks.co/2DgW $$

Feb. 2 at 3:34 PM
marketfolly
Dan Loeb's Third Point: Top holdings & latest exposures http://stks.co/2Daw $YHOO $GLD $DLPH

Feb. 2 at 2:26 PM
marketfolly
Hedge Fund Viking Global discloses new TripAdvisor $TRIP stake, but how "new" is it? http://stks.co/2DXV $EXPE

Feb. 2 at 1:44 PM
marketfolly
With all the Facebook IPO madness, here's a flashback pic of their original site $FB $FBOOK http://stks.co/2DU2

Feb. 2 at 12:51 PM