Market Folly - Latest Comments in Hedge Fund Tracking: John Griffin's Blue Ridge Capital - 13F Filing 3rd Quarter 2008

Re: Hedge Fund Tracking: John Griffin's Blue Ridge Capital - 13F Filing 3rd Quarter 2008

marketfolly — Tue, 25 Nov 2008 23:21:28 -0000

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/edg...

Re: Hedge Fund Tracking: John Griffin's Blue Ridge Capital - 13F Filing 3rd Quarter 2008

marketfolly — Tue, 25 Nov 2008 18:15:16 -0000

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

Re: Hedge Fund Tracking: John Griffin's Blue Ridge Capital - 13F Filing 3rd Quarter 2008

PrudentStudent — Tue, 25 Nov 2008 17:07:01 -0000

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.