marketfolly

Location: united states of capitalism
Website: http://www.marketfolly.com

Joined Mar 18, 2008

Bio: Updates on what top hedge funds are investing in. Long/short equity hedge fund analyst

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

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marketfolly
RT @abnormalreturns Thursday links: hedging on hedge funds, dollarweighted returns and learning to code. http://t.co/AQ4QpmT2 $FB $PG $AAPL

Feb. 1 at 1:41 PM

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marketfolly
RT @ldelevingne Tepper protégé and fellow Pittsburgh native Jeff Lignelli launches hedge fund http://t.co/IlD3pNBm $$

Feb. 1 at 10:59 AM

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marketfolly
For sell side reaction to $RIG ruling, see @thenotablecalls who has summary

Jan. 27 at 11:30 AM

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marketfolly
RT @herbgreenberg: $JPM today: "We are currently witnessing THE LARGEST DROP IN REALIZED CORRELATION IN THE HISTORY OF THE US MARKETS." Wow!

Jan. 20 at 1:02 PM

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marketfolly
@Dasan know smaller hf w/5% position in $STX. what's long case if supply issues have been resolved? seems more of a trade than LT investment

Jan. 12 at 1:25 PM

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marketfolly
RT @firstadopter $BBY reports decelerating same-store comps for Dec, $COST Dec TV sales implode, $TGT electronics sales fade hard.

Jan. 6 at 1:46 PM

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marketfolly
RT @bespokeinvest Here's a shocker: $WFC is now bigger than $BAC, $GS, & $MS combined! http://t.co/rlkBqVHD

Dec. 30 at 3:40 PM

from Twitter
marketfolly
RT @abnormalreturns [post] In investing there is a big difference between being wrong and staying wrong. http://t.co/4vdYlPZm $$

Dec. 1 at 2:57 PM

from Twitter
marketfolly
If looking for entry point on tech IPO $FIO, lockups are expiring: 8m shares Dec 6th, 11.9m shares Dec 19 via @techinsidr & @Street_Insider

Dec. 1 at 12:55 PM

from Twitter
marketfolly
Lee Cooperman said LaneBryant division worth $ RT @Street_Insider Charming Shoppes $CHRS to Review Strategic Options, Hires Barclays

Dec. 1 at 12:08 PM

from Twitter
marketfolly
@Dasan agree that $JCP is piecing good mgmt team together, but don't they all come from high-end retail? See how they adapt to dept store

Nov. 14 at 2:47 PM

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marketfolly
@herbgreenberg "free call option" on potential $TTWO takeover perhaps? Many rumors in past caused spikes

Nov. 8 at 10:53 AM

from Twitter
marketfolly
RT @abnormalreturns The only Apple-related post you need to read today: "Apple fatigue." http://t.co/hMPpsPNM $AAPL

Nov. 7 at 1:01 PM

from Twitter
marketfolly
What will be interesting to watch is once $GRPN shares are able to be shorted

Oct. 21 at 5:18 PM

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