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Funds

Holdings and activity of leading value funds.

Complimentary Equity Reports From Boyar Research

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  • Boyar Research has generously offered to give Market Folly readers complimentary in-depth equity research on three stocks they feel have multi-bagger potential.
  • Find out what companies Boyar Research believes could be next by requesting complimentary reports on three companies, exclusively for Market Folly readers.
  • Since 1975 Boyar Research has been providing independent research utilizing a business person's approach to stock market investing.

Senator Investment Group Takes Comstock Resources Stake

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  • Alex Klabin and Doug Silverman's hedge fund Senator Investment Group has filed a 13G with the SEC regarding shares of Comstock Resources.
  • Per the filing, Senator now owns 7.32% of the company with 922,754 shares.
  • The filing was made due to activity on September 13th. For more from this fund, check out Alex Klabin on the intangibles of building a great hedge fund.

Steve Eisman Thinks US Destined For Slow Growth: Jeff Saut Market Commentary

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  • Market strategist Jeff Saut of Raymond James has put out his latest piece entitled, "Schadenfreude." In it, he talks about his recent meeting with Steve Eisman.
  • Here's what Eisman is thinking these days, according to Saut: "Steve concluded that Europe is currently sick, the U.S. is likely destined for slow growth because there is not a big enough mortgage refi pipeline to boost the economy, and that Italy is in big trouble. Steve said to bea short seller you need to embrace 'Schadenfreude.'".

Paulson & Co Trims Synergy Pharmaceuticals Position

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  • John Paulson's hedge fund firm Paulson & Co has filed a Form 4 with the SEC regarding its stake in Synergy Pharmaceuticals.
  • Paulson & Co is left with exposure to SGYP of over 24.28 million shares.
  • You can view other recent portfolio activity from Paulson & Co here.

Hedge Fund Links ~ 9/23/16

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Berkshire Hathaway Symposium Panel Videos

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  • It features Jason Zweig moderating a discussion between Tom Russo, Paul Lountzis, and Whitney Tilson.
  • What's the best advice you received from Warren Buffett?
  • What aspects of Berkshire Hathaway can be emulated?

What We're Reading ~ 9/21/16

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Capitalize For Kids Conference: Our Readers Save $500 on Tickets

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  • All proceeds are allocated to solving the toughest challenges in children's brain and mental health.
  • Sessions include best ideas from prominent money managers, fireside chats with investment greats, implications of the US election, and investing in mental health.
  • Over the course of a day and a half, more than $1.5 million will be raised to help the toughest challenges in children's brain and mental health.

Carl Icahn Dumps Over Half of Chesapeake Energy Position

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  • Activist investor Carl Icahn has filed an amended 13D with the SEC regarding his position in Chesapeake Energy.
  • Per the filing, Icahn now owns 4.55% of the company with 28.27 million CHK shares.
  • This means he sold over 44.77 million shares since the end of the second quarter as he previously owned over 73 million CHK shares.

Jeff Saut's Latest Market Commentary

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  • It's been a while since we checked in on Jeff Saut, market strategist at Raymond James.
  • "Speaking to higher interest rates, while a quarter point increase in the Fed Funds rate would likely cause a stutter-step in the equity markets, the impact on the overall economy should be de minimis."
  • Embedded below is Jeff Saut's latest market commentary entitled "I Should Have!?".

ValueAct Capital Files 13D's on Trinity Industries, CBRE Group

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  • Jeff Ubben's activist firm ValueAct Capital has filed two amended 13D's with the SEC. ValueAct Ups Trinity Industries Stake.
  • First, Jeff Ubben's firm has disclosed it now owns 7.9% of Trinity Industries with over 12 million shares.
  • Second, ValueAct Capital has filed a 13D with the SEC on CBRE Group, which they own 10.3% of with over 34.6 million shares.

Marcato Capital Exercises Call Options on Buffalo Wild Wings

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  • Mick McGuire's activist investment firm Marcato Capital Management has filed an amended 13D with the SEC regarding its stake in Buffalo Wild Wings.
  • Per the filing, Marcato owns 5.2% of the company with 950,000 shares.
  • The filing indicates they exercised their call options on September 12th at $114 per share.

Delivering Alpha Conference 2016 Speaker Transcripts

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  • Last week we posted up notes from the Delivering Alpha Conference 2016.
  • It featured numerous prominent hedge fund managers and now CNBC has made transcripts from various talks available.

What We're Reading ~ 9/15/16

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Sohn Conference San Francisco 2016 Only A Few Weeks Away

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  • The 7th Annual Sohn Conference San Francisco is coming up in a few weeks.
  • A portion of the proceeds benefit their partner the Sohn Conference Foundation in their dedicated efforts toward the treatment and cure of pediatric cancer and childhood diseases.
  • Agenda: Includes access to the Next Wave Sohn Panel of rising investors, buffet lunch, the main Sohn Conference San Francisco conference, and cocktail reception.

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