Tweets By: marketfolly

01:05 PM 11/20/09

Hedge fund Lone Pine has gradually decreased their UK exposure http://bit.ly/765nPL $$

12:23 PM 11/20/09

Hedge Fund Lone Pine didn't sell out of $VPRT (Msges, Tweets) after all. Just filed an amended 13F and listed it. 2,499,729 shares

11:53 PM 11/19/09

Russell 2000 $IWM (Msges, Tweets) and the Biotechnology index $BTK (Msges, Tweets) not looking too hot on technical level

07:13 PM 11/19/09

Hedge fund Harbinger Capital sells even more $NYT (Msges, Tweets) shares. Stake is down to 14.64% from once 20% http://bit.ly/2KFumr

02:28 PM 11/19/09

Dan Loeb's hedge fund sells over half their $BAC (Msges, Tweets) stake, starts new positions in $BPOP (Msges, Tweets) $TDG (Msges, Tweets) $HNT (Msges, Tweets) & more http://bit.ly/2hwAnM

12:50 PM 11/19/09

$SOLF (Msges, Tweets) up big past 2 days (earnings). big short interest in this name too. squeeze? shorts have been right in past though

10:01 PM 11/18/09

if you haven't been paying attention to $EQIX (Msges, Tweets) you should be. tons of prominent hedgies accumulating past few quarters

09:58 PM 11/18/09

@TradersProtege $ATVI (Msges, Tweets) has great proven franchises with Blizzard. Diablo 3, Starcraft 2 should be big

09:56 PM 11/18/09

a lot of smart traders I know are watching the fertilizers & ag plays as they're being accumulated. $POT (Msges, Tweets) $MOS (Msges, Tweets)

01:59 PM 11/18/09

big portfolio update on Stephen Mandel's hedge fund Lone Pine Capital; great stockpicker http://bit.ly/jGoNH $$

01:30 PM 11/18/09

Millennium Partners Israel Englander's keynote address from the Absolute Return Symposium http://bit.ly/2Z4ojA $$

01:28 PM 11/18/09

seems shorting regional banks is the way to play impending doom in CRE sector. building a list: $ZION (Msges, Tweets) $FITB (Msges, Tweets) etc

03:09 PM 11/17/09

13F analysis on Bill Ackman's hedge fund Pershing Square: boosts McDonalds stake http://bit.ly/2EIsF4 $$

12:39 PM 11/17/09

Jeff Saut ponders if this is the beginning of a new secular bull market? http://bit.ly/G9Bow $$

09:33 PM 11/16/09

Warren Buffett even admitted his purchase of $BNI (Msges, Tweets) was 'not a bargain.' Just goes to show how much he loves it for long-term; had to have it.

06:52 PM 11/16/09

our first (& most requested) 13F analysis for Q3: portfolio update on Seth Klarman's Baupost Group http://bit.ly/M7zqu $$

06:03 PM 11/16/09

hedge fund Tremblant also boosted put position on $WYNN (Msges, Tweets) and flipped from calls on $LVS (Msges, Tweets) in Q2 to puts in Q3; bearish on casinos

06:02 PM 11/16/09

Bret Barakett's Tremblant Capital filed 13F and shows massive call/common stock combo positions in $RIMM (Msges, Tweets) & $PG (Msges, Tweets)

10:11 AM 11/16/09

Hugh Hendry's Eclectica Fund November commentary http://bit.ly/3KAKUQ $$

09:59 PM 11/15/09

RT @ZipperTheory $GLD (Msges, Tweets) is a hedge against fiat currencies / global printing presses - yup, many have this play on for that very reason