DISQUS

Market Folly: Hedge Fund Tracking: Stephen Mandel's Lone Pine Capital - 13F Filing 3rd Quarter 2008

  • TraderMark · 1 year ago
    TBT Getting rocked considering what it follows (should not move like this)

    What % of portfolio is each position

    You have SRS, you said you sold yesterday some but have more today and selling more... i.e. do you have 4 positions? 20? and when you sell off are you selling 5% out of a position? 10%? in quarters? thirds? Just curious -

    I might get some TBT here in a day or two
  • marketfolly · 1 year ago
    yea i picked up more TBT today... 56.50 limit order i've had since my initial buy... finally hit. been in a trading range recently too which is nice.

    i have SRS in both my trading acct and long term acct so i have 2 sets of it... but was taking profits in both. when i say "selling some" i usually am selling 10-20%. with huge moves though i'll take 30-50% off.
  • Andrew Knight · 1 year ago
    Hi Market Folly,

    I'm emailing you in regards to an email I sent to you last month about a partnership, have you had a chance to think about it?

    If you have any questions or would more information, please advise me and we can go from there.

    Kind Regards,
    Andrew Knight
  • marketfolly · 1 year ago
    hey andrew, i don't recall receiving such an email? maybe it landed in my spam or maybe i'm just not remembering? Been getting a lot of email the past few months and am struggling to keep up, sorry.

    Would you mind sending it again?