Comments on market folly: Hedge Fund Tracking: Tremblant Capital's 13F (Bret...

oh also remember they could very well have commodi...

2008-08-15T09:14:00.000-05:00

oh also remember they could very well have commodity exposure in the form of trading on the actual commodities exchanges. since this is an SEC filing they only have to report equities. we can't see pure commodity or futures or currency plays that many macro funds typically employ

tremblant was up 22% for 07. probably should have ...

2008-08-14T20:15:00.000-05:00

tremblant was up 22% for 07. probably should have included performance #s in the post. still trying to sort out how to structure these postings and trying to find the time haha. sooo much data.

and yea i saw that longs purchase. complete bs haha. whole market is rigged!

Did you see who bought a crap load of Longs Drugs ...

2008-08-14T19:03:00.000-05:00

Did you see who bought a crap load of Longs Drugs 1 WEEK before a buyout offer? lol

Cmon now - this is somehow all rigged, no one gets that lucky!!! :)

Any idea how he did in 2007? This is an interesti...

2008-08-14T19:01:00.000-05:00

Any idea how he did in 2007? This is an interesting fund since little to no commodity exposure - I am wondering if he exited or did not own any in 2007, and if so how he did.

Some nice focus on China - good to see names like Gafisa out there as well. He also was in medical and reduced it (some of those CROs I own) on 6/30 which is strange considering they've really taken off since then.

Interesting picks though due to the complete lack of commodities but still a lot of "growth" - I like this type of merchandise.