Hedge funds and their investments

Five Top Hedge Fund Managers and Their Holdings - SeekingAlpha

Summary: Barron's identifies five top-notch hedge funds whose investment moves are closely watched by the industry, revealing their top holdings and some recent transactions:



David Tepper's Appaloosa Fund: (1) Oracle Corp. (ORCL) (2) Micron Technology Inc. (MU) (3) Applied Materials Inc. (AMAT). Other big holdings: Cisco Systems Inc. (CSCO), Microsoft Corp. (MSFT), Texas Instruments Inc. (TXN), NASDAQ 100 Trust Shares ETF (QQQQ), AMR Corp. (AMR), UAL Corp. (UAUA), and Continental Airlines Corp. (CAL). Notes tech stocks aren't the bargains they were earlier in the year.
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David Einhorn's Greenlight Fund: (1) Ameriprise Financial Inc. (AMP) (2) Microsoft (3) Hospira Inc. (HSP). In May Einhorn talked about his Hedge Fund 3 12 06affinity for Microsoft, saying that buying Microsoft at $23 was like getting Alex Rodriguez for a merely average price in a fantasy-baseball draft.




* Steve Mandel's Lone Pine Capital Fund: (1) Brookfield Asset Management Inc. (BAM) (2) Google Inc. (GOOG) (3) Comcast Corp. (CMCSA). Mandel cut his Google position by 25% in Q3, suggesting it may be getting too rich for him. He added to Comcast and Qualcomm Inc. (QCOM), sold Research In Motion Ltd. (RIMM) and America Movil SA de CV (AMX), and established a position in Schlumberger Ltd. (SLB).
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Ed Lampert's ESL Investment: (1) Sears Holdings Corp. (SHLD) (2) AutoZone Inc. (AZO) (3) AutoNation Inc. (AN). The three comprise Sears Holdings' CEO's entire portfolio. Barron's says many hedge-fund managers own Sears out of admiration for his retailing skills.




* Activist investor Carl Icahn: (1) Time Warner Inc. (TWX) (2) ImClone Systems Inc. (IMCL) (3) American Railcar Industries (ARII).

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This is my perception of money

Emergic: Rajesh Jain , Amazing Blog and inspiration for returnees

For me, money never was an end goal. Money has to be an instrument to bring about change, or more specifically, make the future come alive. For me, money gave me the freedom to experiment and live even more in the future. If I start thinking about money, I'll probably never end up doing anything else in life. For me, ideas matters more than money. I don't like businesses which need lots of capital. I like to look at blue oceans and think up things that haven't been thought of before. The single success of the past gave me the freedom to do all this without having to worry about criticism of my business capability from the extended family (as my father had to in the period after I returned from the US).

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Google tick through new google spreadsheet

Google Finance project:

I heard about the Google finance operations in Digg. Primarily my goal was to run financial analysis for the entire SP 500 tickers, I infact obtained the entire ticks of SP500. But alas google puts a limit for the number of formulas in a sheet currently its 250.

So I compiled a sheet for some of the popular tech companies ticker and posting for the benefit of the community. I also give a link for any one to download in case any one want to monitor or run some analysis.

Url and download link http://spreadsheets.google.com/pub?key=p-aPvrBThNTgsgz1KbCovQw&output=html

Vijay.Chandran@yahoo.com

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Investment mantra

question is simple. What is your investment mantra.



Some VCs invest in Innovation, Some in innovative business models.



I will prefer a mixture of both in any mean. Had any one did the break up study, can any one suggest me a good literature to read about this.

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MNC work style in India

Thanks to Hiranandani, He knows what exactly is the problem. I see an opportunity for a negotiator. Any real estate brokers out there.

He suggested that multinationals may have trouble working in India because they are large and bureaucratic, slow to make decisions and unwilling to put the effort into smaller transactions. Meanwhile, locals want to have a personal relationship with their foreign partner, particularly when dealing with private equity investors that do not have the transparency of a publicly-traded firm.

Hiranandani went on to say that there is little chauvinism or anti-American feeling in India and that the government is open to foreign capital. Communication is easy because English is spoken as a first language in most regions.

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Global real estate hives

Global Hotspots in the Real Estate Business - Knowledge@Wharton

Global
Hotspots in the Real Estate Business
Published: November 29, 2006 in Knowledge@Wharton
Emerging real estate markets in India and China, along with recovering
property industries in Germany and Japan, are among the top
destinations for global real estate investors, according to panelists
at the Samuel Zell and Robert Lurie Real Estate Center's fall meeting.

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University and venture capitalist funding

This is exactly what I did my summer project in. Amazing isn't it.

I was involved in market research and in the board suggesting recommendation to a University filed patent. I have few more thoughts on this side. I will write about this more when I get some time. read below from WSJ
More Universities Increasing Support For Campus Start-Ups - WSJ.com

Often, when a technology is developed on campus, a university signs a licensing agreement with the developers, which may include royalties for the university, an equity stake, or a combination of the two. Stanford, located in the heart of Silicon Valley, hit the jackpot when it licensed key technology from Google, the search engine developed on its campus by Ph.D. students Sergey Brin and Larry Page. Last year, Stanford made $336 million by selling Google stock it owned as part of that deal.