Curated by Joshua Brown, The Reformed Broker
Jay is the author of www.MarketFolly.com, a site that tracks top hedge funds and provides daily updates on what they're buying, selling and why. MarketFolly covers SEC filings, hedge fund letters, buyside investment conferences and more.
Seth Klarman's Favorite Biotech Stock
Posted on 12:17PM 02/11/13
Seth Klarman's firm Baupost Group recently filed an amended 13G with the SEC regarding its position in Idenix Pharmaceuticals.
Market Strategist Jeff Saut: Best Stock Ideas For Next 3-5 Years
Posted on 02:56PM 01/28/13
Given that markets have been ripping higher, we thought it a prudent time to check in with market strategist Jeff Saut.
Two OTHER Stocks Dan Loeb Is Buying
Posted on 12:42PM 01/10/13
While the HLF position will get all the focus, we also wanted to highlight that Third Point disclosed a new position in Morgan Stanley and Tesoro.
Two Brazilian Short Ideas From Jim Chanos
Posted on 09:59AM 11/27/12
Continuing our series of notes from the Sohn London Investment Conference, next up is Jim Chanos of Kynikos Associates who gave a presentation entitled 'Brazil: Resource Rich, Not Riches.'
Tiger Global Reveals New Groupon (GRPN) Stake
Posted on 09:54AM 11/21/12
Chase Coleman's hedge fund firm Tiger Global Management has revealed a new position in Groupon (GRPN).