DISQUS

PrudentStudent · 1 year ago

You posted the same positions/data on Seeking Alpha as for Eminence Capital. Also you're link in this post to Eminence Capital doesn't work. Accordingly, one of your posts, either here or on SA is incorrect.. I know Blue Ridge holds SATS so I'm pretty sure your post on Seeking Alpha is the incorrect one, however I'm not positive. Thanks.
marketfolly · 1 year ago

yea thanks its the seeking alpha one that is wrong. I posted about it in the comments over on that site and emailed the editors. The one here on the blog is correct (Blue Ridge). I'm re-doing the Eminence one. Thanks
BearCaseNYC · 1 year ago

Are you sure that your data on Blue Ridge's position for AXP is correct? MFFAIS is showing that they sold out of their entire position.

http://www.mffais.com/axp.html
marketfolly · 1 year ago

yup, positive my data is correct. they still hold AXP calls, but sold their common shares. I wouldn't use mffais if I were you.... their 13F data is notoriously bad. They often omit positions completely and get calculations wrong. its really appalling if you sit down and compare it by hand.

i go straight to the SEC for my filings. if you need verification here ya go: http://sec.gov/Archives/edgar/data/1056258/0000...