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marketfolly

playin some poker and lovin it. have a good weekend everyone and happy bday to @wsmco! about 10 hours ago from web
@BradFaulkner okay gotcha thanks very much about 16 hours ago from web in reply to BradFaulkner
@BradFaulkner Indeed, do you have link to the filing you saw that 40% figure in? I know more people short VPRT than long thats for sure about 17 hours ago from web in reply to BradFaulkner
Hedge fund Lone Pine has gradually decreased their UK exposure http://bit.ly/765nPL $$ about 17 hours ago from web
@sohamdas yea we sometimes post up DE Shaw and Rentec just for fun since readers want to see what they own. but yea useless to track about 18 hours ago from web in reply to sohamdas
Hedge Fund Lone Pine didn't sell out of $VPRT after all. Just filed an amended 13F and listed it. 2,499,729 shares about 18 hours ago from web
Russell 2000 $IWM and the Biotechnology index $BTK not looking too hot on technical level 8:53 PM Nov 19th from web
Hedge fund Harbinger Capital sells even more $NYT shares. Stake is down to 14.64% from once 20% http://bit.ly/2KFumr 4:13 PM Nov 19th from StockTwits Desktop
Dan Loeb's hedge fund sells over half their $BAC stake, starts new positions in $BPOP $TDG $HNT & more http://bit.ly/2hwAnM 11:28 AM Nov 19th from StockTwits Desktop
$SOLF up big past 2 days (earnings). big short interest in this name too. squeeze? shorts have been right in past though 9:50 AM Nov 19th from web
if you haven't been paying attention to $EQIX you should be. tons of prominent hedgies accumulating past few quarters 7:01 PM Nov 18th from web
@TradersProtege $ATVI has great proven franchises with Blizzard. Diablo 3, Starcraft 2 should be big 6:58 PM Nov 18th from web in reply to TradersProtege
a lot of smart traders I know are watching the fertilizers & ag plays as they're being accumulated. $POT $MOS 6:56 PM Nov 18th from web
RT @MebFaber: #1 key to blogging http://bit.ly/3qe2tg $$ 1:27 PM Nov 18th from web
big portfolio update on Stephen Mandel's hedge fund Lone Pine Capital; great stockpicker http://bit.ly/jGoNH $$ 10:59 AM Nov 18th from StockTwits Desktop
Millennium Partners Israel Englander's keynote address from the Absolute Return Symposium http://bit.ly/2Z4ojA $$ 10:30 AM Nov 18th from web
seems shorting regional banks is the way to play impending doom in CRE sector. building a list: $ZION $FITB etc 10:28 AM Nov 18th from web
13F analysis on Bill Ackman's hedge fund Pershing Square: boosts McDonalds stake http://bit.ly/2EIsF4 $$ 12:09 PM Nov 17th from StockTwits Desktop
Jeff Saut ponders if this is the beginning of a new secular bull market? http://bit.ly/G9Bow $$ 9:39 AM Nov 17th from StockTwits Desktop
@sohamdas very tough to gauge due to the nature of the trade; not to mention, it's only 1 part of their portfolio 8:01 AM Nov 17th from web in reply to sohamdas