1 1096 RT @footnoted Here's my take on today's news and why I'm so excited to be acquired by $MORN http://bit.ly/c7Ujsz ~ congrats, well deserved! Tue Feb 09 19:54:43 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8868298312 14173032 web MORN $ADBE looks like it could be a fundamental short on any big pop, no? lots of negative developments as of late Tue Feb 09 19:38:21 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8867737203 14173032 web ADBE @hedgefundinvest have seen too many to count that were short $RF & $ZION. Looked at $BBT or $STI? Tue Feb 09 19:34:03 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8867586710 14173032 web BBT RF STI ZION fun (or useless) fact: Paul Tudor Jones holds 4600 shares of $PGNX in his individual retirement account (amended 13G filing) Tue Feb 09 19:26:44 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8867328070 14173032 web PGNX Woodbine Capital's macro takeaways: dispersion between emerging & industrialized worlds http://bit.ly/cSJ0vQ $$ Tue Feb 09 16:22:34 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8860693306 14173032 web 5 current investment themes in global macro hedge fund Woodbine Capital's portfolio http://bit.ly/aSyNTH $$ Tue Feb 09 15:57:50 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8859744079 14173032 web Hedgie Eric Sprott thinks gold $GLD will sky up to $1,500 by the end of 2010 and $2,000 by next year. Mon Feb 08 20:26:46 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8823254267 14173032 web GLD portfolio update on Bruce Berkowitz's Fairholme Fund (FAIRX) http://bit.ly/bBFgqx $$ Mon Feb 08 15:22:29 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8812798908 14173032 web RT @newrulesinvest Super Bowl of finance blogging-got offense, defense, refs and cheerleaders. Who do u think wins? http://bit.ly/cszXl8 $$ Mon Feb 08 15:16:04 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8812563819 14173032 web hedge fund T2 Partners' recent presentations on $GGWPQ $IRDM and $BRK.A http://bit.ly/9hsqn4 Mon Feb 08 15:11:43 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8812403683 14173032 web GGWPQ IRDM Bill Ackman & hedge fund Pershing Square's presentation on $KFT http://bit.ly/bLBsCW Mon Feb 08 15:08:17 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8812276991 14173032 web KFT Carl Icahn buys more $TTWO http://bit.ly/9re0L0 Mon Feb 08 03:06:16 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8793370490 14173032 web TTWO Stephen Mandel's Lone Pine Capital files 13G on $EDU & shows 6.5% ownership stake, huge increase in their position Fri Feb 05 21:33:57 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8694349861 14173032 web EDU RT @tradefast india's big purchase of gold, late october from IMF, occurred at around $1042/oz - a price to watch $GLD - still in the money Fri Feb 05 19:15:44 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8689663344 14173032 web GLD Hedge fund panel on credit opportunities w/ Avenue's Lasry, Owl Creek's Altman & Goldman's Eberts http://bit.ly/caUpUL $$ Fri Feb 05 17:30:52 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8685962100 14173032 web Warren Buffett sells 6,201 shares of $MCO on 2/2/10 @ $28.4566. Still owns 31.8 million shares Fri Feb 05 01:08:30 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8656307471 14173032 web MCO Hedge fund panel: Is there alpha in asset allocation? Daniel Och, Eric Mindich, Dinakar Singh http://bit.ly/dgPK6Y $$ Thu Feb 04 19:50:16 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8645178255 14173032 web John Paulson's hedge fund adds to a position http://bit.ly/cgz1Ie $$ Thu Feb 04 15:43:57 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8636680350 14173032 web lots of hedgies taking it on the chin today in their $MA positions Thu Feb 04 15:17:37 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8635696893 14173032 web MA hedge fund panel: Paul Singer, Stanley Druckenmiller, Marko Dimitrijevic http://bit.ly/acFFVE $$ Thu Feb 04 14:53:04 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8634775632 14173032 web Goldman Sachs removed $CVS from conviction buy list and added $MCD to the list Thu Feb 04 03:15:11 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8616431931 14173032 web CVS MCD Bill Ackman: $BGP has more attractive risk/reward than $BKS. BGP bankruptcy probability low. BGP shares up huge today Wed Feb 03 19:11:54 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8599348443 14173032 web BGP BKS hedge funds continued to de-risk last week: BofA's trend monitor report http://bit.ly/bpnJsJ $$ Wed Feb 03 16:46:43 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8594405625 14173032 web $MCD new 52 week high earlier. mega-cap multinationals are some favorites among hedgies right now Wed Feb 03 16:28:54 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8593766862 14173032 web MCD long/short equity hedge fund panel: the case for global equities (Ainslie, Mignone, Robbins) http://bit.ly/8Y0GF1 $$ Wed Feb 03 16:00:12 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8592719338 14173032 web bunch of hedgies have been short $MOT & covered some recently. They're waiting for pop to re-short Tue Feb 02 22:46:28 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8561547628 14173032 web MOT East Coast Asset Management on the deflation-reflation continuum http://bit.ly/cWDFjQ $$ Tue Feb 02 22:16:45 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8560503951 14173032 web Richard Perry's hedge fund Perry Partners: Annual Letter http://bit.ly/cZbzu6 $$ Tue Feb 02 19:33:59 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8554831429 14173032 web @firstadopter very good point. same can be true for $PALM, $EK, $NYT .. companies ripe for shorting but buyout risk looms Tue Feb 02 01:00:54 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8521935501 14173032 web EK NYT PALM seen a lot of people bullish on Pfizer as of late (citing valuation, dividend etc). What's everyone elses take on $PFE? Tue Feb 02 00:56:19 +0000 2010 marketfolly http://a1.twimg.com/profile_images/533473792/wallstdice_normal.jpg 8521766468 14173032 web PFE