Hend.Fledge.Tst Share Discussion Threads

[rjmahan] 12/4/2017 22:16

Not neccessarilly could be tax related...
Weird us tax code issue...

[shroder] 12/4/2017 14:17

Not sure of their exact entry points, but it looks as though AQP are seriously offside on ISAT, turned a winning position into major loss.

[praipus] 10/4/2017 15:04

Hi rjmahan, please translate :)
Edit got it in options parlance a straddle

[rjmahan] 09/4/2017 20:15

Google shorting the box - could explain it...

[praipus] 04/4/2017 14:46

AQR long and significantly shorting SL. Confusing RNS



SL.

[praipus] 21/3/2017 10:06

sorry, I assumed it was a spelling mistake....

Soros's SFM buying more DGB, as Henderson move out, Soros now hold 5.61%

[praipus] 20/3/2017 15:51

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:)

[shroder] 19/3/2017 13:46

More Hedge Fund threads Shut Last Year Than Any Time Since the 2008 Crisis

[shroder] 18/3/2017 11:10

Praipus, another one for the 'to do' list I'm afraid.

[praipus] 16/3/2017 21:23

Have you read Michael Lewis's book "the Big short" or seen the film?

[shroder] 14/3/2017 12:34

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.

[shroder] 13/3/2017 13:13

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."

[praipus] 09/3/2017 12:58

Fortune article above says Hedge funds were outperformed by the S&P500 last year.

[shroder] 09/3/2017 12:07

Here's an unusual example of two trends going in the same direction, early shorts must be well offside by now.

[praipus] 09/3/2017 10:45

Women-Run Hedge Funds Are Beating the Rest

[shroder] 08/3/2017 08:29

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.

hxxp://shorttracker.co.uk/company/GB00B09LSH68/all

[praipus] 06/3/2017 10:33

Thanks Epistrophy, interesting listen.

Mentions:
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.

Herbalife

[epistrophy] 05/3/2017 14:45

Slate Money's podcast is all about hedge funds this week. Perhaps worth a listen if you're interested in the topic.

[praipus] 03/3/2017 21:48

Odey Asset Management reducing PDG to 14.3%


in-Company/73524354

Reducing TUNG to 18%


Corporation-PLC-Holdings-in-Company/73578481

Increasing JPJ to 5,74%


NOTIFICATION-OF-MAJOR-INTEREST-IN-S/73703526

Increasing PLUS to 24.34%


in-Company/74007079

Reducing IWG to 3.28%

Company/73999174

[praipus] 03/3/2017 18:31

Soros Fund Management exit BOWL


Soros loading up SIGB now holding 5%

[praipus] 02/3/2017 10:29

So what is the answer? Have you read Benjamin Graham's Intelligent Investor?

[shroder] 01/3/2017 20:08

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.