13F – The Idea Farm by Meb Faber

April 14, 2018

Perceptive

Fun profile of arguably the top performing human fund manager of the past 20 years… And the good news, you can follow along with his 13Fs too! Pic then download —- —- Downloads Perceptive Profile 13F Holdings Website https://www.forbes.com/sites/nathanvardi/2018/04/10/a-sixth-sense-for-biotech-has-made-joe-edelman-a-hedge-fund-star/#1f58a55655e9 Good […]

October 31, 2017

Tigers

Been awhile since I featured the Novus crew…here’s a nice follow up to the 13F Tiger work….lots of love there! Chart and download —- —- Link Catching up with the Cubs Website: https://www.novus.com/

September 16, 2016

Hedged Exposure

13F time with one of our favorite publications, Novus Research. Chart then download: —- —- Link to PDF: Novus 13F Update Website: https://www.novus.com/

February 1, 2016

The Top 10 Hedge Funds

Fun little report on the top 10 hedge fund (clones) of 2015. List then download: —- —- Download PDF Top 10 Hedge Funds of 2015 Website: https://www.novus.com/ Get a Free Subscription! If you send me an email with a link […]

November 8, 2015

13F: Children’s Investment Fund Management

APPENDIX X – The Children’s Investment Fund Management It’s called The Children’s Investment Fund Management, but it doesn’t have much to do these days with the charity from which it got its name. TCI, as it is now usually called, […]

November 5, 2015

Trinity and Tigers

I published a piece yesterday on the blog about including trend in a global allocation portfolio. Most institutions don’t invest much in trend strategies which I think is a shame. Also, this email is focused on a new piece from […]

November 1, 2015

13F: CANNELL

APPENDIX X – Cannell Capital When it comes to bombast, few can measure up to J. Carlo Cannell, not even the king of loud equity commentary, Jim Cramer. An activist investor, Cannell took a major stake in TheStreet Inc., the financial […]

October 25, 2015

13F: SouthernSun

CHAPTER 19 – SouthernSun Asset Management Back in 1989, when the old Union Planters Bank of Memphis sold its asset management business, money manager Michael Cook, a Memphis native, found himself without a job. So he made one up, launching […]

October 18, 2015

13F: RAIFF

CHAPTER 17 – Raiff Partners, Robert Raiff Robert Raiff doesn’t mind betting a sizable chunk of his portfolio on a single position, regardless of how popular or unpopular a particular company is at the time. As a value investor interested […]

October 11, 2015

13F: EAGLE

Archives updated through last Q. I’ve been slacking on the Sunday 13F updates due to all the travel, good news is they will continue again weekly starting this week. I have 13 queued up that should take us through year […]

August 16, 2015

13F: YACKTMAN

Last one of the first list… Download PDF CHAPTER 23 – YACKTMAN ASSET MANAGEMENT When he’s researching a company for possible investment, value investor Donald Yacktman reads everything he can get his hands or his computer terminal on. What he doesn’t […]

August 9, 2015

13F: VALUEACT

Only a few more to go….this week, ValueAct! Download PDF CHAPTER 22 – VALUEACT CAPITAL “My father tells me the reason I generate the returns I do is that I see things other people don’t see. But that’s not exactly […]

August 2, 2015

13F: THIRD POINT

Everybody knows this guy. Download PDF CHAPTER 19 – THIRD POINT MANAGEMENT When it comes to corporate management, Daniel Loeb is rarely at a loss for words, and they are frequently not very nice words. As founder and CEO of Third […]

July 26, 2015

13F: SPO

Another solid performer, SPO Advisory. Download PDF CHAPTER 21 – SPO ADVISORY CORP Back a few decades ago, if you were serious about studying economics and finance, one of the places to get plugged into the latest thinking was Stanford […]

July 19, 2015

13F: Pennant

3F Sunday, and today, Pennant! Download PDF CHAPTER 16 – Pennant Capital Management In his book, The Big Short, about the subprime mortgage mess that led to the financial meltdown, author Michael Lewis tells the story of how a handful of money managers […]