From The Pragmatic Capitalist:
It’s 13-f season and many of the largest and best hedge funds are out with their holdings for the quarter ending September 30, 2009...
Although many of these positions may have changed since the filing date, it’s always useful to review these filings to glean any insights into what the smart money is doing in this market.
I think readers will find some of the similarities between the largest holdings quite useful.
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