||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Hend.Fledge.Tst Share Discussion Threads
Showing 176 to 196 of 200 messages
|sorry, I assumed it was a spelling mistake....
Soros's SFM buying more DGB, as Henderson move out, Soros now hold 5.61%
|Curious, shows how few people investing in Hedge funds know what they're doing. The Big Short" should be a must read or must view for any Hedge fund investor.
"The Big Short" is a true tory about three hedge funds who traded through 2008.
There are lots of clips on Youtube and some spoiler type summaries. You will enjoy it but ut will distort your view of what investing means:)|
|More Hedge Fund threads Shut Last Year Than Any Time Since the 2008 Crisis
|Praipus, another one for the 'to do' list I'm afraid.|
|Have you read Michael Lewis's book "the Big short" or seen the film?|
|Looks like no hedge in place, just a whopping one way trade.
Billionaire Bill Ackman Sells Disastrous Valeant Investment After Nearly $4 Billion Loss
There was another very public short which went against him last time I looked, can't remember the name but something to do with health.|
|WB long standing bet.
"Much has been made of Warren Buffett’s million-dollar bet, hatched at the start of 2008, with the money management firm Protégé Partners. Buffett bet on an index fund that invests in the S&P 500; Protégé bet it could pick five “funds of funds” that would do better."
|Fortune article above says Hedge funds were outperformed by the S&P500 last year.|
|Here's an unusual example of two trends going in the same direction, early shorts must be well offside by now.
|Women-Run Hedge Funds Are Beating the Rest
|Just a quick update of the two stocks mentioned in earlier examples, CLLN results not bad with possible reversal of trend and similar with ISAT.
AQR have been quite aggressive with their short taking it to 2.6% with some incremental increases at the bottom.
|Thanks Epistrophy, interesting listen.
Ray Dalio Bridgewater Associates
Bill Ackman Pershing Square Capital Management.
Steve A. Cohen Point72 Asset Management.
Dan Loeb Third Point
Interview with Sheelah Kolhatkar author of Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street.
|Slate Money's podcast is all about hedge funds this week. Perhaps worth a listen if you're interested in the topic.
|Odey Asset Management reducing PDG to 14.3%
Reducing TUNG to 18%
Increasing JPJ to 5,74%
Increasing PLUS to 24.34%
Reducing IWG to 3.28%
|Soros Fund Management exit BOWL
Soros loading up SIGB now holding 5%
|So what is the answer? Have you read Benjamin Graham's Intelligent Investor?|
|Dow breezed through 21k, the popular theme of unhedged hedged funds might cause a few problems given the depth of the move.
Lts face it, very few would have called this via computer modelling.|
|Possible, but out of those two types of indicators would go for momentum, mainly because AQR mention this in their blurb.|
|Carillion results out this morning, just pondering on what the short side hedgies are so fixated by.
My guess it's the pension deficit which is linked indirectly to bond yields, could this be the other side of the pair, short the equity/long bonds as a hedge?|
|I thought the Turtle system was long forgotten, amazed to see so much interest - thanks for the link.
The video to Curtis Faith really sums up my own conclusions, price discovery is so much easier today with market anomalies having short duration.
The last book I read relating to the Turtles was Market Wizards, last edition from memory - excellent read, as is Reminiscences of a Stock Operator, my copy is now well dog eared :)|
|Shroder, yes great story see the STRT System Traders Resources Thread.
Have you read "The Way of the Turtle" ?
Epistrophy, yes got it thanks will reply shortly.|