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Stock idea: If you're long Microsoft, you have one of the world's best investors on your side
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Thursday, May 28, 2009
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From Market Folly:

This is the 1st Quarter 2009 edition of our ongoing hedge fund portfolio tracking series. Before reading this update, make sure you check out the Hedge Fund 13F filings series preface.

Next up, we have John Griffin's Blue Ridge Capital. Now, Griffin is similar to Andreas Halvorsen of Viking Global and Stephen Mandel at Lone Pine Capital in that they are all 'Tiger Cubs' (pupils of Julian Robertson during their time at Tiger Management). Griffin though, is more well known because he was Julian Robertson's right hand man. So, needless to say, he knows his stuff.

...There are a few major themes running through Blue Ridge's portfolio. Firstly, you'll notice the large presence of technology. John Griffin substantially boosted his holdings in Microsoft and Google, and started a new stake in Apple again

Read full article (lots of great investment ideas inside)...

More ideas from investment gurus:

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Barron's guru interview: Buy gold... and this safe stock that yields over 7%

Topics: Guru | Stocks
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