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marketfolly

Location: marketfolly
Website: http://www.marketfolly.com

Bio: tracking hedge fund portfolios. long/short equity hedge fund analyst

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marketfolly @ZipperTheory lots of $DTV bulls out there, especially Chase Coleman (Tiger Global) Mar. 19 at 3:28 PM
marketfolly dynamic/correlation between gold, the US dollar & gold equities http://bit.ly/cURQKc $$ Mar. 19 at 3:03 PM
marketfolly good list of most overbought stocks from @bespokeinvest http://bit.ly/aEfwI9 $$ Mar. 19 at 12:48 AM
marketfolly $THRX selling 7.5 mil shares in offering. It's one of Seth Klarman's big holdings Mar. 18 at 9:35 PM
marketfolly all these secondary offerings make me wary of a short-term market top. they usually come in droves when there's complacency $$ Mar. 18 at 9:07 PM
marketfolly research from hedge fund GLG Partners on the effect of analyst ratings http://bit.ly/bjvM4j $$ Mar. 18 at 3:45 PM
marketfolly RT @Street_Insider Major hedge fund Elliott Associates shows 5.3% stake In takeover target General Growth Properties $GGP Mar. 18 at 3:25 PM
marketfolly Seth Klarman's Baupost Group wins big on $FACT & sells some shares http://bit.ly/92nFVm Mar. 18 at 2:45 PM
marketfolly would love to see $EBAY spin-off PayPal. problem is, I think they know their stock sucks without PP Mar. 18 at 2:36 PM
marketfolly Howard Marks & Oaktree Capital's review of 2009, good read: http://bit.ly/bjM8nt $$ Mar. 18 at 2:12 PM
marketfolly Goldman removed hedge fund favorite $TEVA from the conviction buy list Mar. 16 at 8:22 PM
marketfolly Eric Mindich's hedge fund Eton Park adds to a position http://bit.ly/bC54pV $$ Mar. 16 at 2:23 PM
marketfolly Tropicana Entertainment exits bankruptcy, Carl Icahn exercises warrants http://bit.ly/afl4ME $$ Mar. 16 at 1:56 PM
marketfolly RT @Morgan_03: Passing the torch at Renaissance - Pioneering Fund Stages Second Act - WSJ.com http://bit.ly/cfMZ5d #Quant $$ Mar. 16 at 3:11 AM
marketfolly list of the most popular articles on marketfolly.com right now http://bit.ly/b178gS $$ Mar. 15 at 2:41 PM
marketfolly David Einhorn & Greenlight getting absolutely killed in their $BSX position today, assuming they still hold it Mar. 15 at 11:03 AM
marketfolly our review of The Quants by Scott Patterson, great read on some secretive hedgies http://bit.ly/dlVENm $$ Mar. 12 at 3:39 PM
marketfolly wonder how much $ Pierre-Henri Flamand will raise off the bat for his new hf (he's leaving $GS hedge fund) Mar. 12 at 2:19 PM
marketfolly portfolio look at Phil Hempleman's hedge fund Ardsley Partners http://bit.ly/cXLdPo $$ Mar. 12 at 2:03 PM
marketfolly our first portfolio look at Matthew Grossman's newer hedge fund Plural Investments http://bit.ly/cWBDm3 $$ Mar. 12 at 12:43 PM
marketfolly $AAPL new 52 week high. company is firing on all cylinders. what will cause it to slowdown.. maybe profit taking on iPad launch? Mar. 10 at 1:35 PM
marketfolly portfolio of Tom Brown's hedge fund Second Curve Capital, a bank stock 'specialist' http://bit.ly/cmIsal $$ Mar. 10 at 1:31 PM
marketfolly @hedgefundinvest @Morgan_03 @ZipperTheory congrats to all you onboard the $C train. that beast left the station fast. price targets? Mar. 10 at 1:04 PM
marketfolly Robert Citrone's hf Discovery Capital has massive $AAPL & $BAP positions (portfolio update) http://bit.ly/c9pNfD Mar. 10 at 12:05 PM
marketfolly hedge funds favoring growth & high quality stocks http://bit.ly/9mKhCL $$ Mar. 10 at 11:20 AM
marketfolly wowza, Seth Klarman has to be loving this action. $FACT to be acquired for 67% higher than it was recently trading Mar. 9 at 7:35 PM
marketfolly portfolio look at David Gallo's hf Valinor Management http://bit.ly/ax6Ne9 $$ Mar. 9 at 2:46 PM
marketfolly Ricky Sandler's hedge fund Eminence Capital boosts bet on financials http://bit.ly/aZmf8A $$ Mar. 9 at 2:28 PM
marketfolly Dan Loeb's hf Third Point still sees event-driven opportunity (investor letter) http://bit.ly/9FQq7w $$ Mar. 8 at 2:29 PM
marketfolly portfolio look at Matt Iorio's White Elm Capital (he was previously at Lone Pine) http://bit.ly/c1ocG6 $$ Mar. 8 at 11:12 AM

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