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Wikinvesting since
Mar 2008
wikinvest Sr. Director
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| earned | |
| Sr. Director | rating |
| making 131 | edits |
| to 72 | articles |
| last edit 346 | days ago |
Chesapeake Energy (Chesapeake Energy Continues to Shore Up Its Balance Sheet)- Nam Tai Electronics (Consistent Financials)
- Nam Tai Electronics
American Capital Strategies (ACAS will not pay its previously announced Q4 2008 dividend.)- American Capital Strategies (Management Credibility in Question)
- Chesapeake Energy (Bulls)
- Nam Tai Electronics (Bulls)
- Nam Tai Electronics
- American Capital Strategies (Bears)
- Brookfield Asset Management
Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B).
Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and... read more
A reader asks if there is a way to monitor non-equity positions for Seth Klarman’s Baupost Group. The short answer is no, I know of no way to track non-equity holdings for any money manager unless they disclose that information voluntarily via a report or letter. As mentioned on this blog last week, Klarman doesn’t [...]
Meryl Witmer is back as it appears Eagle Value Partners is building its stock portfolio.
If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format [...]
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Hedge Fund... read more
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