Comments on: Seth Klarman, Marty Whitman & David Einhorn 2009 Q2 13F Filings http://enlightened-american.com/2009/08/17/seth-klarman-marty-whitman-david-einhorn-2009-q2-13f-filings One person's quest to make sense of a senseless American economy and society. Sun, 08 Jan 2012 12:07:34 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Davy Bui http://enlightened-american.com/2009/08/17/seth-klarman-marty-whitman-david-einhorn-2009-q2-13f-filings/comment-page-1#comment-23084 Davy Bui Wed, 26 Aug 2009 17:55:33 +0000 http://enlightened-american.com/?p=393#comment-23084 Hi Jay, Thanks for rounding out the edges on Einhorn's gold position. As you well know, these 13F filings are incomplete pictures at best. For those interested in following hedgies more closely, I highly recommend Jay's site -- that post on Einhorn's gold move is fantastic! Hi Jay,

Thanks for rounding out the edges on Einhorn’s gold position. As you well know, these 13F filings are incomplete pictures at best. For those interested in following hedgies more closely, I highly recommend Jay’s site — that post on Einhorn’s gold move is fantastic!

]]> By: Jay (market folly) http://enlightened-american.com/2009/08/17/seth-klarman-marty-whitman-david-einhorn-2009-q2-13f-filings/comment-page-1#comment-22994 Jay (market folly) Tue, 25 Aug 2009 05:03:36 +0000 http://enlightened-american.com/?p=393#comment-22994 hey how's it going, just stumbled upon your site, nice work! Just thought I'd drop a comment letting you know that my blog specializes on hedge fund portfolio tracking via 13F, 13D, 13G, investor letters, presentations, etc if you're interested. Einhorn sold out of GLD but he did not get out of gold. Instead, he moved it to storing physical gold as the fees were cheaper than the expense ratio of GLD. Here's our post on it: http://www.marketfolly.com/2009/07/david-einhorns-greenlight-capital.html Look forward to reading more of your work and pleased to make the acquaintance! Jay (market folly) hey how’s it going, just stumbled upon your site, nice work! Just thought I’d drop a comment letting you know that my blog specializes on hedge fund portfolio tracking via 13F, 13D, 13G, investor letters, presentations, etc if you’re interested.

Einhorn sold out of GLD but he did not get out of gold. Instead, he moved it to storing physical gold as the fees were cheaper than the expense ratio of GLD. Here’s our post on it: http://www.marketfolly.com/2009/07/david-einhorns-greenlight-capital.html

Look forward to reading more of your work and pleased to make the acquaintance!

Jay (market folly)

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