portfolios

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Latest blogosphere posts tagged “portfolios”

 

• The Portfolio of Rakesh Gadadasu

  
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  In ‘The Portfolio of…’ I give you, the photographer/ designer, a chance to share your work with the world. Everyone likes to get some attention for their works, and we’re here to help. Submit your portfolio to us and I’ll try to publish it. Today it’s time to show you the work of  Rakesh Gadadasu . ...
  1 day ago

• The Portfolio of Nicolas Delille – Modern Age Studio

  
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  In ‘The Portfolio of…’ I give you, the photographer/ designer, a chance to share your work with the world. Everyone likes to get some attention for their works, and we’re here to help. Submit your portfolio to us and I’ll try to publish it. Today it’s time to show you the work of  Nicolas Delille – ...
  2 days ago

• The Portfolio of Conrado Salinas

  
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  In ‘The Portfolio of…’ I give you, the photographer/ designer, a chance to share your work with the world. Everyone likes to get some attention for their works, and we’re here to help. Submit your portfolio to us and I’ll try to publish it. Today it’s time to show you the work of  Conrado Salinas . ...
  1 week ago

• Blue Ridge Capital Starts Endo Health Solutions (ENDP) Position

  
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  John Griffin s hedge fund firm Blue Ridge Capital filed a 13G with the SEC and just disclosed a 5.98% ownership stake in Endo Health Solutions (ENDP) with 6,635,000 shares. This is a brand new position for the hedge fund as they did not report a stake at the end of 2012 in the last portfolio disclosures.  The ...
  1 week ago

• Lee Cooperman at the Skybridge Alternatives Conference (SALT 2013): Stockpicks & Market Thoughts

  
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  We wanted to highlight some notes from the Skybridge Alternative Conference, a.k.a. SALT 2013 taking place in Vegas this week.  Lee Cooperman of Omega Advisors gave his thoughts on the market and some of his holdings. Market Thoughts From Cooperman Cooperman says the market might be a little ahead of itself, ...
  1 week ago

• Keith Meisters Corvex Files 13D on Time Warner Telecom (TWTC)

  
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  Keith Meister s hedge fund firm Corvex Management filed an activist 13D with the SEC today regarding their new position in Time Warner Telecom (TWTC).  Per the filing, Corvex has revealed a 5.77% ownership stake with 8,669,424 shares. Activist Position Under the "purpose of transaction" section, Meister ...
  1 week ago

• The Portfolio of Roser Miquel

  
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  In ‘The Portfolio of…’ I give you, the photographer/ designer, a chance to share your work with the world. Everyone likes to get some attention for their works, and we’re here to help. Submit your portfolio to us and I’ll try to publish it. Today it’s time to show you the work of  Roser Miquel .   ...
  1 week ago

• Silk - Collaboratively Create Digital Portfolios

  
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  Silk is a free service for creating webpages organized around a theme or topic. Silk is intended to be a place where you can share collections of materials as well as write text directly into your webpages. Your Silk dashboard provides a place to organize your materials into collections and subcollections. Your ...
  1 week ago

• Don’t Look for a Meaningful Correction Anytime Soon

  
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  Balance of Trade (Photo credit: Jed Sullivan ) With few sellers, pullbacks should continue to be shallow By Sam Collins , InvestorPlace Chief Technical Analyst New York, May.9, free portfolios .- The S&P 500 cruised to a fifth consecutive all-time high Wednesday after starting the day on a ...
  1 week ago

• Gold rally falters, while bond yields rise

  
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  By Colin Twiggs Sydney, May.9, free investment ideas  .- Golds bear rally has run out of steam, with continued tests of support at $1440/$1450. Breach would penetrate the rising trendline, indicating another test of primary support at $1320. Target for the decline would be $1200*. Breakout above $1500 is ...
  1 week ago

• Time To Invest In One Of The Most Important Metals On Earth?

  
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  English: Fortescue Metals Group (FMG) 2.6km long, empty iron ore train crossing the Turner River in the Pilbara region, Western Australia. July 2008. Loaded trains carry 31,784 ton of iron ore. Location Pilbara region (Photo credit: Wikipedia ) By Street Authority Boston, May.9, daily stocks .- Sometimes ...
  1 week ago

• The Portfolio of Monica Sutrisna

  
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  In ‘The Portfolio of…’ I give you, the photographer/ designer, a chance to share your work with the world. Everyone likes to get some attention for their works, and we’re here to help. Submit your portfolio to us and I’ll try to publish it. Today it’s time to show you the work of Monica Sutrisna . ...
  1 week ago

• Notes From Ira Sohn Conference 2013: Einhorn, Druckenmiller, Eisman & More

  
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  Today we present notes from the 2013 Ira Sohn Conference in New York.  The 18th annual event featured top hedge fund managers presenting investment ideas and the proceeds from the event benefit pediatric cancer research and treatment via the Sohn Conference Foundation.  Summaries of each speakers talk are linked ...
  1 week ago

• Stanley Druckenmillers Sohn Conference Presentation: Commodities Conundrum, Short Australian Dollar

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Stanley Druckenmiller of Duquesne Family Office (previously of hedge funds Duquesne Capital and Soros Fund).  His presentation was entitled "The Commodities Conundrum" but he touched on a myriad ...
  1 week ago

• Jim Chanos Sohn Conference Presentation: Short Hard Disk Drive Makers STX & WDC

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Jim Chanos of Kynikos Associates .  He presented "Mobile Computing Revolution: Collateral Damage in Hard Disk Drives."  He focused on hard disk drive makers Seagate Technology (STX) and Western ...
  1 week ago

• Paul Singers Sohn Conference Presentation: Macro Overview & History of Markets

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Paul Singer of Elliott Management , a ~$20 billion hedge fund.  He presented a financial overview and talked about quantitative easing and the need for economic growth. Financial Overview ...
  1 week ago

• Steve Eismans Sohn Conference Presentation on Housing Plays: Long US, Short Canada

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Steve Eisman of Emrys Partners (he was previously at FrontPoint).  He presented "Housing: A Tale of Two Countries.  US vs. Canada."   Long US Housing Plays US: Fundamentals improving and ...
  1 week ago

• David Einhorns Sohn Conference Presentation: Oil States International (OIS)

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from David Einhorn of Greenlight Capital .  He presented a long of Oil States International (OIS). Long: Oil States International (OIS) Its a low cost provider.  Trades at 4x, a discount.  Just ...
  1 week ago

• Bill Ackmans Sohn Conference Presentation on Procter & Gamble (PG)

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Bill Ackman of Pershing Square Capital .  He presented "A Rising Tide is a Good Gamble," a pitch on shares of Procter & Gamble (PG). Procter & Gamble (PG) Ackman seemed more subdued ...
  1 week ago

• Mitch Julis Sohn Conference Presentation: Clear Channel Outdoor (CCO), Apple (AAPL)

  
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  Were posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from Mitchell Julis of Canyon Partners .  He presented Clear Channel Outdoor (CCO) and wandered into other topics throughout his talk. Long Idea: Clear Channel Outdoor (CCO) Stub equity. Says ...
  1 week ago

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