f*d
2 楼
已婚孤男与未婚寡女，出海。
如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
所以，B神平时生活中名声肯定很好！鉴定完毕。
如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
所以，B神平时生活中名声肯定很好！鉴定完毕。
f*4
3 楼
不奇怪阿，前一阵子巨量爆跌，一定是institution在卖阿
可怜自不量力的小散们去接刀
可怜自不量力的小散们去接刀
p*e
4 楼
...........
my wife will not go fishing with me in the boat, too hot outside.........
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
my wife will not go fishing with me in the boat, too hot outside.........
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
y*7
5 楼
yeah, i see vangurad ,fidelity and jp morgan...
【在 M*********r 的大作中提到】
: No wonder BAC went crazy.
g*n
6 楼
b同志早就是老刑的专业坑手了
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
M*r
7 楼
Can't help wondering why some people tried to mislead the herd~~
【在 f*******4 的大作中提到】
: 不奇怪阿，前一阵子巨量爆跌，一定是institution在卖阿
: 可怜自不量力的小散们去接刀
【在 f*******4 的大作中提到】
: 不奇怪阿，前一阵子巨量爆跌，一定是institution在卖阿
: 可怜自不量力的小散们去接刀
t*g
8 楼
east cambridge的话，那里有walking distance吃午饭的地方？
【在 g*****n 的大作中提到】
: b同志早就是老刑的专业坑手了
【在 g*****n 的大作中提到】
: b同志早就是老刑的专业坑手了
b*g
9 楼
vanguard在买好不好
【在 y*****7 的大作中提到】
:
: yeah, i see vangurad ,fidelity and jp morgan...
【在 y*****7 的大作中提到】
:
: yeah, i see vangurad ,fidelity and jp morgan...
g*n
10 楼
没有, 哈哈
【在 t****g 的大作中提到】
: east cambridge的话，那里有walking distance吃午饭的地方？
【在 t****g 的大作中提到】
: east cambridge的话，那里有walking distance吃午饭的地方？
M*r
11 楼
Come on, isn't the index fund buy according to the statistical weight of the
market?
【在 b*****g 的大作中提到】
: vanguard在买好不好
market?
【在 b*****g 的大作中提到】
: vanguard在买好不好
x*k
12 楼
说人是柳下惠跟骂人没什么区别
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
s*f
13 楼
这都快5个月过去了
等你看到这些institute报告增持的时候BAC都过15了
【在 M*********r 的大作中提到】
: No wonder BAC went crazy.
等你看到这些institute报告增持的时候BAC都过15了
【在 M*********r 的大作中提到】
: No wonder BAC went crazy.
t*8
14 楼
re
【在 x***k 的大作中提到】
: 说人是柳下惠跟骂人没什么区别
【在 x***k 的大作中提到】
: 说人是柳下惠跟骂人没什么区别
M*r
15 楼
So, are you suggesting the institutional holders don't have a consistent
strategy on BAC considering the volume they have? The exit strategy for 10K
or 10M shares would be completely different as far as I know.
【在 s******f 的大作中提到】
: 这都快5个月过去了
: 等你看到这些institute报告增持的时候BAC都过15了
strategy on BAC considering the volume they have? The exit strategy for 10K
or 10M shares would be completely different as far as I know.
【在 s******f 的大作中提到】
: 这都快5个月过去了
: 等你看到这些institute报告增持的时候BAC都过15了
f*y
16 楼
呼唤逻辑。你从哪儿得出船上就两个人的结论？
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
s*f
17 楼
那你看看AAPL，减持机构也不少
这个可是6月30号以来涨了20%的
10K
【在 M*********r 的大作中提到】
: So, are you suggesting the institutional holders don't have a consistent
: strategy on BAC considering the volume they have? The exit strategy for 10K
: or 10M shares would be completely different as far as I know.
这个可是6月30号以来涨了20%的
10K
【在 M*********r 的大作中提到】
: So, are you suggesting the institutional holders don't have a consistent
: strategy on BAC considering the volume they have? The exit strategy for 10K
: or 10M shares would be completely different as far as I know.
f*d
18 楼
没有别的人，干嘛要完全不懂照相的mm给你照相？随便一个男的也比mm拿的稳吧。当然
，有可能有一船的mm。
【在 f*******y 的大作中提到】
: 呼唤逻辑。你从哪儿得出船上就两个人的结论？
，有可能有一船的mm。
【在 f*******y 的大作中提到】
: 呼唤逻辑。你从哪儿得出船上就两个人的结论？
c*l
19 楼
请问在哪里可以看到机构减持增持，yahoo 好像是静态的，多谢
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
f*d
20 楼
这个。。。我没有听说过，冤枉啊。原帖完全没有骂人的意思啊。
【在 x***k 的大作中提到】
: 说人是柳下惠跟骂人没什么区别
【在 x***k 的大作中提到】
: 说人是柳下惠跟骂人没什么区别
M*r
21 楼
You must remember at what price Warren Buffett sold his position of PTR.....
Institutional holders never would be able to sell at the PEAK. Agree? :)
Index funds follow the passive strategy and they buy when the market capital
of certain stock overweighs the rest. This is the reason of their investment in
AAPL. For those active management HF's, they exit when they consider the
market value deviates from the fundamental. So, for AAPL, I would say, in the
long run, its sell side overweighs its buy side.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
Institutional holders never would be able to sell at the PEAK. Agree? :)
Index funds follow the passive strategy and they buy when the market capital
of certain stock overweighs the rest. This is the reason of their investment in
AAPL. For those active management HF's, they exit when they consider the
market value deviates from the fundamental. So, for AAPL, I would say, in the
long run, its sell side overweighs its buy side.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
m*i
22 楼
您面前有一萎缩男，有一嫩妹子，您愿意让谁给您照？
【在 f*****d 的大作中提到】
: 没有别的人，干嘛要完全不懂照相的mm给你照相？随便一个男的也比mm拿的稳吧。当然
: ，有可能有一船的mm。
【在 f*****d 的大作中提到】
: 没有别的人，干嘛要完全不懂照相的mm给你照相？随便一个男的也比mm拿的稳吧。当然
: ，有可能有一船的mm。
M*r
23 楼
Check 13F-HR from SEC filings.....
【在 c********l 的大作中提到】
: 请问在哪里可以看到机构减持增持，yahoo 好像是静态的，多谢
【在 c********l 的大作中提到】
: 请问在哪里可以看到机构减持增持，yahoo 好像是静态的，多谢
r*x
24 楼
让WSN照，跟嫩妹子合影
【在 m**i 的大作中提到】
: 您面前有一萎缩男，有一嫩妹子，您愿意让谁给您照？
【在 m**i 的大作中提到】
: 您面前有一萎缩男，有一嫩妹子，您愿意让谁给您照？
M*r
25 楼
Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
What is the real problem with BAC then? From the recent 10Q, the revenue,
operating margin blahblahblah etc were about the same. But a term called "
Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
overpayment of Merrill-Lynch assets.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
Hehe, the game of BAC quick recovery is over.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
What is the real problem with BAC then? From the recent 10Q, the revenue,
operating margin blahblahblah etc were about the same. But a term called "
Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
overpayment of Merrill-Lynch assets.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
Hehe, the game of BAC quick recovery is over.
【在 s******f 的大作中提到】
: 那你看看AAPL，减持机构也不少
: 这个可是6月30号以来涨了20%的
:
: 10K
S*M
26 楼
禽兽不如？
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
s*f
27 楼
Thanks for sharing
3rd-quarter-13f-alert.html
action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=
html&comments=0
citi/
revenue,
"
FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
3rd-quarter-13f-alert.html
action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=
html&comments=0
citi/
revenue,
"
FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
x*k
28 楼
就是
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
b*u
29 楼
Here is another one(ZZ)::
John Paulson's September 30 13F has been released. Total long stock holdings
reported amounted to $22.9 billion, unchanged from June 30. As expected,
and following hot in the footsteps of David Tepper, Paulson dumped nearly 20
% of his Bank of America and Citi stakes (30 million shares and 82.7 million
shares respectively), sold about 11% of Wells Fargo and Capital One, and
dumped his entire 1.1 million Goldman position. Keep in mind all this was
before BofA stock got crushed in October: the next 13F will be even more
interesting. Other divestitures included two thirds of his stake in Family
Dollar Stores, a third of his position in Starwood Hotels, and over half of
his Mead Johnson Nutrition position. While Paulson did not touch much of his
gold exposure (he did sell 6% of Anglogold Ashanti), he kept GLD is biggest
position (for the gold denominated holdings) at $4 billion, and added about
17 new positions, the biggest of which were Anadarko (13.4 MM shares),
Hewitt Associates (7.6MM shares), NBTY (6.1 MM shares), McAfee (5 MM shares)
, and then some notable Merger arbs: Genzyme, Burger King and Potash, in
which he added 500,000 shares. Either Paulson will now have to like Potash
on its fundamentals, or he will have to sell this position. Oddly enough,
today's market showed remarkable unwillingness on behalf of the arbs to dump
their POT holdings. One wonders how long this will continue. Additionally,
Paulson sold his entire half a billion dollar stake in Exxon, a position
that he held for just one quarter. In other news, obviously, the love affair
with financials is at least partially over, and at this point the future of
the Recovery Fund may well be in doubt if even Paulson does not see the
upside case for names such as BofA which a year ago he had a PT of $30 as of
2012.
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
John Paulson's September 30 13F has been released. Total long stock holdings
reported amounted to $22.9 billion, unchanged from June 30. As expected,
and following hot in the footsteps of David Tepper, Paulson dumped nearly 20
% of his Bank of America and Citi stakes (30 million shares and 82.7 million
shares respectively), sold about 11% of Wells Fargo and Capital One, and
dumped his entire 1.1 million Goldman position. Keep in mind all this was
before BofA stock got crushed in October: the next 13F will be even more
interesting. Other divestitures included two thirds of his stake in Family
Dollar Stores, a third of his position in Starwood Hotels, and over half of
his Mead Johnson Nutrition position. While Paulson did not touch much of his
gold exposure (he did sell 6% of Anglogold Ashanti), he kept GLD is biggest
position (for the gold denominated holdings) at $4 billion, and added about
17 new positions, the biggest of which were Anadarko (13.4 MM shares),
Hewitt Associates (7.6MM shares), NBTY (6.1 MM shares), McAfee (5 MM shares)
, and then some notable Merger arbs: Genzyme, Burger King and Potash, in
which he added 500,000 shares. Either Paulson will now have to like Potash
on its fundamentals, or he will have to sell this position. Oddly enough,
today's market showed remarkable unwillingness on behalf of the arbs to dump
their POT holdings. One wonders how long this will continue. Additionally,
Paulson sold his entire half a billion dollar stake in Exxon, a position
that he held for just one quarter. In other news, obviously, the love affair
with financials is at least partially over, and at this point the future of
the Recovery Fund may well be in doubt if even Paulson does not see the
upside case for names such as BofA which a year ago he had a PT of $30 as of
2012.
【在 M*********r 的大作中提到】
: Here comes the real bad news~~~~ Paulson dumped his shares in BAC.
: http://www.bloomberg.com/news/2010-11-15/paulson-co-largest-holdings-in-3rd-quarter-13f-alert.html
: http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=2043102&page=Stock%3ABank_of_America_%28BAC%29&format=html&comments=0
: http://dealbook.nytimes.com/2010/11/15/paulson-cuts-bets-on-bofa-and-citi/
: What is the real problem with BAC then? From the recent 10Q, the revenue,
: operating margin blahblahblah etc were about the same. But a term called "
: Goodwill impairment" cost BAC $10.4B was listed. This GI was due to the
: overpayment of Merrill-Lynch assets.
: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7538170-1195-1516623&type=sect&dcn=0000950123-10-101545
: Hehe, the game of BAC quick recovery is over.
f*d
30 楼
您是说照相还是按摩啊？照相肯定是谁照的好找谁了。
【在 m**i 的大作中提到】
: 您面前有一萎缩男，有一嫩妹子，您愿意让谁给您照？
【在 m**i 的大作中提到】
: 您面前有一萎缩男，有一嫩妹子，您愿意让谁给您照？
f*d
31 楼
re
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
m*i
32 楼
犀利。
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
【在 r******x 的大作中提到】
: 让WSN照，跟嫩妹子合影
l*a
33 楼
晕。。。
【在 f*****d 的大作中提到】
: 这个。。。我没有听说过，冤枉啊。原帖完全没有骂人的意思啊。
【在 f*****d 的大作中提到】
: 这个。。。我没有听说过，冤枉啊。原帖完全没有骂人的意思啊。
b*2
34 楼
俺名声不好，只不过老婆回国休长假，俺现在自由的很啊
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
【在 f*****d 的大作中提到】
: 已婚孤男与未婚寡女，出海。
: 如果不是平时有柳下惠的名声，mm肯定不愿意，B神LP也肯定不愿意。
: 所以，B神平时生活中名声肯定很好！鉴定完毕。
e*t
35 楼
MM可用上了
搞坏B神相机不用陪！
【在 b********2 的大作中提到】
: 俺名声不好，只不过老婆回国休长假，俺现在自由的很啊
h*u
36 楼
why
今天和一个女的看电影 居然是限制级 恶心死我了
真想当场走人 恶心 恶心 太恶心了
【在 x***k 的大作中提到】
: 说人是柳下惠跟骂人没什么区别
e*t
37 楼
看和这个女的搞啥关系啊 哈哈
看来是纯洁的男女?
【在 h*********u 的大作中提到】
:
: why
: 今天和一个女的看电影 居然是限制级 恶心死我了
: 真想当场走人 恶心 恶心 太恶心了
N*w
38 楼
haha 女的对你有意思
【在 h*********u 的大作中提到】
:
: why
: 今天和一个女的看电影 居然是限制级 恶心死我了
: 真想当场走人 恶心 恶心 太恶心了
【在 h*********u 的大作中提到】
:
: why
: 今天和一个女的看电影 居然是限制级 恶心死我了
: 真想当场走人 恶心 恶心 太恶心了
h*u
39 楼
不是 没想到这个电影这么变态 居然把男人那里来个大特写
恶心啊 恶心 面红耳赤
【在 N****w 的大作中提到】
: haha 女的对你有意思
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