Q1 2011 Issue Now Available!
Hedge Fund Wisdom’s Q1 2011 newsletter has just been released (91 pages).
It includes the updated portfolios of 25 prominent hedge funds. Shumway Capital Partners returned investor capital in Q1 & so in this issue they’re replaced by Coatue Management. As usual, the issue also includes commentary on each manager’s moves.
Highlights from Q1:
Consensus Buys/Adds: MetLife (MET), Netflix (NFLX), Smurfit-Stone (SSCC), Amazon.com (AMZN), Sina (SINA), Sunoco (SUN) & Viacom (VIA-B).
Consensus Sells/Reduce: Citigroup (C), Cisco Systems (CSCO), General Growth Properties (GGP), DirecTV (DTV), Airgas (ARG), & Electronic Arts (ERTS).
Included in this issue: Investment Thesis Summaries of Expedia (EXPE), Yahoo! (YHOO), MetLife (MET), Best Buy (BBY), & Seagate Technology (STX).
Download the .PDF by clicking the following link: HFW Q1 Issue
