b***m
发帖数: 891 | 1 天天在电视上看到他们家的广告，好像rate还不错，还号称没有cost，不知道有没有人
用过他们家的purchase loan？ |
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m****x
发帖数: 2506 | 2 【 以下文字转载自 WBCenter 讨论区 】
发信人: mitbbscheck (一夫当关万夫莫开), 信区: WBCenter
标 题: Re: 我爱宝宝版面代发包子申请
发信站: BBS 未名空间站 (Thu Jul 28 00:15:50 2011, 美东)
[NextGeneration] mitbbx Jul 25 ● 冰皮包子111个
10*111=1110
成功奖励 10 伪币的用户: pepper1982, galah, cher, hhy9602, clemaj, shakila,
ppppmm, HappyBeans, LeHeHeHe, missdee, majstock, laofuzi, botanical, zhuzhua
, stella152, joy11373, appril, lillblues, shopper2, xiaoboat, didide2010,
loan2010, didiwo, fanson53, homepot, crazyhaydn, Lotusfly, leogle,
sunnybunny, jlandg... 阅读全帖 |
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m****x
发帖数: 2506 | 3 【 以下文字转载自 WBCenter 讨论区 】
发信人: mitbbscheck (一夫当关万夫莫开), 信区: WBCenter
标 题: Re: 我爱宝宝申请代发包子
发信站: BBS 未名空间站 (Thu Nov 10 21:41:59 2011, 美东)
[NextGeneration]
58786 g mitbbx Nov 10 ● 发点包子
成功奖励 10 伪币的用户: flyingby, flyingdancer, didide2010, agatha0327,
LeHeHeHe, tracycc, sunnybunny, freebird2007, leaflee, crystal68, chongxin,
ddlook, Dingding18, mypeak, iouczs, skymount, hoto1668, daxue, ttzh,
angelakitten, nivekting, rainyj, tinayt, nmwssmdqlssw, clould, misato,
StanleyMOM11, vivea, multicoloure, ... 阅读全帖 |
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b*******e
发帖数: 24532 | 4 Under pressure from their EU counterparts, say rumors making their way
around the Internet, the Department of Justice is tracking down fund
managers who attended a particular dinner in February hosted by Monness,
Crespi, Hardt & Co., a NYC brokerage firm. The managers there supposedly
discussed taking short positions in the euro and in U.S. banks while going
long the Canadian dollar… all fantastic trading ideas, if you ask us.
看到庄了吗？ 还没有吧，给大家列几个
On the blacklist: Greenlight Capital, SAC Capital |
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w****r
发帖数: 245 | 5 大侠，分类都分好了，求神签
# Basic Materials, Agricultural Chemicals
AGU Agrium Inc.
AVD American Vanguard Corp.
CAGC China Agritech Inc.
CF CF Industries Holdings, Inc.
CGA China Green Agriculture, Inc.
CMP Compass Minerals International
COIN Converted Organics Inc.
IPI Intrepid Potash, Inc.
MON Monsanto Co.
MOS Mosaic Co.
NOEC New Oriental Energy & Chemical
POT Potas... 阅读全帖 |
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g*****u
发帖数: 14294 | 6 BIOF的庄就是einhorn. trading around its holdings.
他们这个是fundamental HF. Value investing. 做MM不是他们强项。目前在装死。
俺准备站在他们肩膀上! |
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y******i
发帖数: 2584 | 8 His bet against gains in Chipotle shares via 50,000 put options was
unchanged from the previous quarter, Wednesday's filing
indicated.
Greenlight's stake in technology heavyweight Apple Inc. (AAPL) was cut by
roughly a quarter, to 1.1 million shares. |
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G******n
发帖数: 316 | 9 今年，日本成人尿布的销量首次大幅超过婴儿尿布。
http://www.popyard.com/cgi-mod/newspage.cgi?num=1260480&r=0&v=0
英国《金融时报》12月3日刊文《做空日本时机已到？》，文章称，一些分析人士看空
日本国债，预言几个月内日本定将爆发一场危机，全球投资机构或将伺机而动做空日本
。主要内容编译如下：
为何对冲基金经理会对成人尿布感兴趣？答案是，成人尿布是判断日本国债泡沫是否行
将破裂的线索有越来越多的对冲基金正将这个泡沫的破裂视为下一桩大买卖。
今年，日本成人尿布的销量首次大幅超过婴儿尿布。这一明确的统计数字突显出日本面
临的巨大人口挑战看空日本国债的人士认为，几个月内日本定将爆发一场危机，而人口
挑战就是这场危机的几大致因之一。
驻达拉斯的对冲基金经理凯尔·巴斯(Kyle Bass)上月在致投资者的信中问道：“伯尼
·马多夫(Bernie Madoff)的巨大庞氏骗局让世人明白了什么？”巴斯因其逆向投资观
点而吸引了大批追随者，尽管他的观点有时显得危言耸听。
巴斯写道：“世人应该已经明白了至关重要的一点，即只要你能确保一个关键条件... 阅读全帖 |
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s*****m
发帖数: 13092 | 10 这个怎么实现的？
http://www.valuewalk.com/2013/02/einhorns-apple-inc-aapl-suit-i
This morning Greenlight Capital disclosed that its President, David Einhorn,
has been urging Apple to create a new security, a perpetual preferred stock
that would be distributed at no cost to Apple’s existing shareholders.
Such preferred stock could trade at par while offering a 4% dividend rate,
according to David Einhorn’s statements. |
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p*********e
发帖数: 217 | 11 Wednesday, 14 Aug 2013 | 12:55 PM ET
CNBC.com with Reuters
David Tepper
Tepper's Appaloosa Management was actually ahead of the pack, filing late
Tuesday. The firm's big move was adding 7 million shares of Goodyear Tire,
potentially making him the company's largest shareholder.
Besides Goodyear, Tepper also added to stakes in Chicago Bridge & Iron and
Hertz.
Leon Cooperman
Cooperman's Omega Advisors made a laundry list of moves during the second
quarter, though the most notable was a small new p... 阅读全帖 |
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V*****2
发帖数: 7930 | 12 大股东Greenlight Capital, Inc.原来就有61%的股票，再增购2.5M股，变成65%。不知
道想干嘛。起码我的成本比它这次增购的低。 |
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s*********a
发帖数: 418 | 13 看错了吧
是greenlight要通过secondary offering卖它持有的2.5M股，定价17.5. Bagel自己一
分钱拿不到，流通股多2.5M。 |
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m*********h
发帖数: 5449 | 15 Carl Richards has a post over at the New York Times' Bucks blog in which he
puzzles over the enduring appeal of hedge funds, despite the fact that they
have historically underperformed the S&P 500. Why, he asks, are people
paying exorbitant fees to hedge-fund managers who don't even make money for
them?
Richards takes a stab at the answer in a few ways. First, he implies that
there's an element of groupthink in Hedgistan, with investors all chasing
increasingly complex hedge-fund strategies beca... 阅读全帖 |
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z****w
发帖数: 621 | 16 对冲基金经历2011年来最大损失
Misery Widespread at Hedge Funds
Market Turmoil Inflicts Losses in Industry’s Worst Period Since 2011
This month’s turmoil in financial markets has been a “bloodbath” for
hedge funds, inflicting large losses at an array of multibillion-dollar
firms in the industry’s worst stretch since late 2011.
It isn’t unusual for one segment of the $2.8 trillion hedge-fund world to
find itself caught in a downdraft. But in October, the pain has been
widespread.
There were casualties among fu... 阅读全帖 |
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G********p
发帖数: 3504 | 17 下个月就知道了，也许这是个入点儿，至少Greenlight Capital是这么说的。。 |
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l****n
发帖数: 711 | 19 David Einhorn华尔街大佬, greenlight capital的创始人, 号称华尔街最接近巴神的
人，deep value investor.
这人有个特点，喜欢买问题公司，而且是大买，动不动就占10%, 20%股份那种
哥以前以为他是个人物，跟了几个他极其看好的重仓pick，比如cveo和conn，以为都腰
斩几次了应该涨了吧，很可惜，还能继续再腰斩！
哥拿他的股发现动不动就上finviz首页的top losers！
一个月前他高调做空amazon，哥决定这次对着干！今天er果然上暴！
发现规律了吧！
查查这人的holding，对着干保证挣钱！ |
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l******8
发帖数: 159 | 21 後市買啥？看基金機構們Q4都在買賣的股票（新鮮出爐）
Posted: 2/17/2015 2:42:16 AM
截止上周五，各大基金機構已經基本完成了向SEC提交13F文件，該文件披露了基金機構
每個季度的持倉變動情況。本網記者從Briefing上獲得了多家著名基金機構2014年Q4的
持倉變動的信息，下面我們將為大家一一呈現，發掘基金機構的投資方向及趨勢，為後
市投資提供參考。
【Relational Investors】
減持：(SPW)從630萬股減持至430萬股。
平倉：惠普(HPQ)賣出2700萬股平倉。
【Third Point】
新建倉：(CIE)（3200萬股），花旗(C)（2500萬股），(EMC)（700萬股） (GRBK)（520
萬股）(HTZ)（430萬股） (DAL)（390萬股）
增持：(AMGN)（從130萬股增持至1070萬股） (EBAY)（從450萬股增持只1000萬股） (
SUNE)（從600萬股增持至1130萬股） (BABA)（從720萬股增持至1000萬股）
減持：(APC)（從200萬股減持至100萬股）
平倉：(KO)（全部出售430... 阅读全帖 |
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a****o
发帖数: 6612 | 22 Probably EOG is healthier than others. Whiting is in very bad shape and I
doubt it survive "even when oil was at $100 a barrel".
http://www.bloomberg.com/news/articles/2015-05-04/greenlight-s-
Einhorn spoke negatively about fracking companies and listed several in his
slide presentation, including Concho Resources Inc., EOG Resources Inc.,
Whiting Petroleum Corp. and Continental Resources Inc.
“None of them generated excess cash flow, even when oil was at $100 a
barrel,” he said about the indust... 阅读全帖 |
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k**o
发帖数: 191 | 24 一段时间没看, SUNE 居然腰斩了.
这可是cramer的最爱.David Einhorn's Greenlight 不死定了?
又没有想混水摸鱼的? |
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y***r
发帖数: 16594 | 25 怎么他最大的两个hold MU和SUNE 都是狂跌不朽的？
有啥机关？ |
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f******t
发帖数: 19544 | 26 Einhorn被希腊搞得灰头土脸，估计又要被希腊剪头发了。 |
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M*****c
发帖数: 2753 | 27 看报道说，David Einhorn在黄金上的利润也基本都吐回去了 |
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E*****n
发帖数: 7961 | 30 难道不是Ackman？
[在 deanregal1 (批灰皮的老鼠) 的大作中提到：]
：之前还被carl icahn玩过一回hlf
：
：........... |
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d********1
发帖数: 2462 | 31 对哦，你说的对，David Einhorn是long aapl的，那个Ackman是Pershing Square的，
老把这俩个人搞错，不好意思哈 ;).. |
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d*****s
发帖数: 5610 | 32 以前是，年平均回报18%，最近几年好像比同年龄的Ackman和Loeb要差。
你们看Loeb开始投资生涯的故事，很好玩，他混了好几个公司，最后还不是金融公司，
是个媒体的，自筹资金3m，就想赚到几千万退休，在开始的第一天前晚上panick，说my
god， I am a fraud. 结果开场不错，一直到现在。
Ackman应该是回报率最高的，但是投资方式不能复制。Ackman从来没有在别人公司里面
上过班，据说他的最爱还是房地产。 |
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y***r
发帖数: 16594 | 33 这哥们昨天看了本帖，今天暴力反击了呀。
哈哈。 |
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y***r
发帖数: 16594 | 34 David at greenlight 大牛的两个亏飞股票就应该去捞。 |
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s******s
发帖数: 1793 | 35 我的偶像啊, 听说ICAHN -25%, 今年大概都赌错方向了?
17%. Thats how much Greenlight Capital’s David Einhorn is down this year,
according to a Reuters report |
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c*******y
发帖数: 1630 | 37 Einhorn是很牛，Left确实像流氓，但是mkt就是mkt，citron攻击的VRX跌好多，
Greenlight亏了一个多B，
来mkt到底是争对错，比谁厉害，还是挣钱呢 |
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y***r
发帖数: 16594 | 38 Greenlight Capital
David Einhorn
37 $7,488,459,000 -23.1% -23.4% |
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y***r
发帖数: 16594 | 39 我相信，你比他做的好多了。哈哈
Value investor Bill Miller told CNBC on Wednesday he lost 20 percent in a
month, but he thinks it's a good time to buy.
Amazon lost 18 percent in the past month and the stock is a 10 percent
holding for Miller, founder, chairman, and CIO of Baltimore-based LMM. But
he said it's not only Amazon. "Everything is going down."
"It took Bill Ackman and David Einhorn a year to lose 20 percent. I lost it
in a month. My fund is down 20 percent in the month," Miller said on "Squawk
Box," r... 阅读全帖 |
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y***r
发帖数: 16594 | 40 当年搞LEH，去年搞KORS，今年搞YELP. |
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b******t
发帖数: 965 | 41 Greenlight好像一年前就在做了 不知道现在有无出水 |
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发帖数: 1 | 42 Greenlight, says Einhorn, was down 9.1% in Q3 and is off 25.7% YTD (as of
end of Q3).
好像今年每个季度都巨亏，就没正过 |
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r**m
发帖数: 1825 | 43 Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their
Portfolio
[Benzinga]
Wayne Duggan
,Benzinga•November 15, 2018
The latest round of 13F filings from institutional investors is out,
revealing to the world the stocks that some of the richest and most
successful investors have been buying and selling.
Takeaways From 13F Season
Investors who follow particular fund managers can easily look up what each
was buying and selling in the quarter, but other investors may be more
i... 阅读全帖 |
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发帖数: 1 | 44 https://www.cnbc.com/2019/01/23/hedge-fund-manager-einhorn-explains-why-he-
lost-more-than-30percent-last-year-nothing-went-right.html
All-star hedge fund manager David Einhorn explains in a letter why his hedge
fund lost more than a third of its value last year.
Greenlight Capital, lost 11.4 percent in the fourth quarter, bringing its
decline to 34.2 percent in 2018.
He also decided to reopen his funds to new investments, a move not seen
since 2014.
上半年大盘涨的时候做空，下半年跌的时候反而做多了，连这样的大牛都被市场来回抽
。亏飞蛙们会... 阅读全帖 |
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n*******2
发帖数: 10103 | 45 【 以下文字转载自 MyActivity 讨论区 】
发信人: niuniu522 (GreenLight), 信区: MyActivity
标 题: Re: 【年终全站活动】2014年mitbbs十大优秀版主评选
发信站: BBS 未名空间站 (Tue Dec 23 19:54:07 2014, 美东)
推荐Eb23版版主yoyo0220
造福苦逼的EB23人，提供最前沿的信息，带领EB23早日拿卡 |
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n*******2
发帖数: 10103 | 46 【 以下文字转载自 MyActivity 讨论区 】
发信人: niuniu522 (GreenLight), 信区: MyActivity
标 题: Re: 【全站活动】2014年度十大风云人物评选提名
发信站: BBS 未名空间站 (Tue Dec 23 20:04:55 2014, 美东)
推荐 Helsinki
技术流派，造福苦逼的EB23人，提供最前沿的信息，带领EB23早日拿卡。 |
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m****s
发帖数: 7397 | 49 Fund Regulatory Assets Net Assets
================================================================
Bridgewater Associates $121,007,400,554 $121,000,000,000*
Millennium Mgmt $119,000,070,000 $13,512,188,000
Citadel Advisors $115,208,973,792 $12,610,000,000
AQR Capital Mgmt $75,642,756,187 $43,500,000,000
D.E. Shaw & Co. $49,315,000,000 $16,500,000,000
Renaissance Technologies $48,980,049,045 $20,000,0... 阅读全帖 |
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m****s
发帖数: 7397 | 50 Fund Regulatory Assets Net Assets
================================================================
Bridgewater Associates $121,007,400,554 $121,000,000,000*
Millennium Mgmt $119,000,070,000 $13,512,188,000
Citadel Advisors $115,208,973,792 $12,610,000,000
AQR Capital Mgmt $75,642,756,187 $43,500,000,000
D.E. Shaw & Co. $49,315,000,000 $16,500,000,000
Renaissance Technologies $48,980,049,045 $20,000,0... 阅读全帖 |
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