http://marketfolly.disqus.com/Updates on what top hedge funds have been buying and selling. SEC Filings, hedge fund letters, investment conferences and more.enThu, 20 Nov 2008 02:16:24 -0000http://www.marketfolly.com/2008/11/hedge-fund-tracking-stephen-mandels.html#comment-3909387<p>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.</p><p>Would you mind sending it again?</p>marketfollyThu, 20 Nov 2008 02:16:24 -0000http://www.marketfolly.com/2008/11/hedge-fund-tracking-stephen-mandels.html#comment-3907566<p>Hi Market Folly,</p><p>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?</p><p>If you have any questions or would more information, please advise me and we can go from there.</p><p>Kind Regards,<br>Andrew Knight</p>Andrew KnightWed, 19 Nov 2008 23:07:49 -0000http://www.marketfolly.com/2008/11/hedge-fund-tracking-stephen-mandels.html#comment-3901577<p>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.</p><p>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.</p><p></p>marketfollyWed, 19 Nov 2008 16:20:03 -0000http://www.marketfolly.com/2008/11/hedge-fund-tracking-stephen-mandels.html#comment-3899473<p>TBT Getting rocked considering what it follows (should not move like this)</p><p>What % of portfolio is each position</p><p>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 -</p><p>I might get some TBT here in a day or two</p>TraderMarkWed, 19 Nov 2008 14:27:38 -0000