Portfolio Holdings 10/15/15
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3rd Quarter 2015 Partner Letter
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Pullback in pharma has created a compelling buying opportunity
The fundamentals are good for the health care sector in general. Recent news articles on drug pricing/gouging are not likely to effect meaningful change for the overall group dynamics in my opinion…
Ackman, Einhorn Lead Hedge Funds on Track to Rival '08 Slump
Some very smart guys, had big losses in September. Making money in the market is all about people with convictions taking money from the people that lack it. These guys do their homework and they…
Portfolio Holdings 9/30/15
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Where the market is going-JP Morgan
According to JP Morgan:US macro update - the big problem for this tape remains the same – a lack of catalysts. The fundamental landscape still isn’t as gloomy as it’s being made out to be but this…
Portfolio Holdings 9/22/15
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Value versus Growth- which is better? which is riskier?
They teach you in business school that value investing is riskier than growth stock investing. The primary reason is something referred to as the value trap. A value investor tends to buy stocks…
Postions 9/18/15
Due to the large amounts of options expiring today, we will post a position page on Monday 9/21/15. Please check back on Monday!
Insiders Beat Market Before Event Disclosure: Study
Corporate executives and board members regularly make market-beating returns from buying and selling their companies’ stock in the days before disclosing a significant event, according to a study…