Comments on market folly: Possible Snag for Wind & Solar Plays

for instance 13f filings for the funds i've covere...

2008-06-21T19:21:00.000-05:00

for instance 13f filings for the funds i've covered are 2-3 pages long just line by line filled with positions. (anywhere from 20-50 positions)

SAC's filing is 27 pages... hundreds of positions easily (if i had to guess, > 500). that one you'd really have to sit down for a very long while and crunch it out. they're very active traders.

the better thing to track with SAC is their 13d's. those track when they take greater than a 5% stake in a company. so, i'll probably just round those up then look at the biggest position on their 13fs.

nah I'm not done yet I've just been pretty busy an...

2008-06-21T19:15:00.000-05:00

nah I'm not done yet I've just been pretty busy and those things take forever to sort through, comparing positions line by line and then calculating the change. just tedious nonsense haha

I keep tabs on SAC so yes, but it won't be as detailed as other funds. the more value oriented funds i track have fewer positions (30 or so) so you can really see what they're doing. SAC and Renaissance and D.E. Shaw and some of those other good funds have TONS of positions. it would take forever to sort through all their positions. would be worth while to obviously sort through their big positions. but, the main thing is that those funds have ridiculous turnover. not to mention, the 13f's are slightly a lagging indicator to begin with. so, you might not be gaining as much insight as you would with some of the others i've covered, who place concentrated bets in sectors.

Do you plan to do a write up on Cohen at SAC Capit...

2008-06-21T14:51:00.000-05:00

Do you plan to do a write up on Cohen at SAC Capital? Or are you done with your hedge fund write ups

http://en.wikipedia.org/wiki/Steven_A._Cohen

ya i had just heard about it/seen it round the int...

2008-06-20T14:32:00.000-05:00

ya i had just heard about it/seen it round the internet.

what is "wow"rickrolling is what all the kids are ...

2008-06-20T13:12:00.000-05:00

what is "wow"

rickrolling is what all the kids are doing!!

its even on wikipedia! lol

Where did you gentlemen hear about rickrolling? I ...

2008-06-20T12:59:00.000-05:00

Where did you gentlemen hear about rickrolling? I thought I was the only ex-wow junkie around ;)

you and bluedog in 1 fell swooptwo-ferand no I won...

2008-06-20T12:29:00.000-05:00

you and bluedog in 1 fell swoop

two-fer

and no I wont open any hyperlinks from you, ever. :)

hahaha did you seriously just rickroll me?!?!

2008-06-20T12:23:00.000-05:00

hahaha did you seriously just rickroll me?!?!

Here is another view on the subjecthttp://tinyurl....

2008-06-20T11:56:00.000-05:00

Here is another view on the subject

http://tinyurl.com/2s4x6q