Stanley Druckenmiller

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Dalamar
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 15 Nov 2015 18:40

A Stanley le gustaba Google
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 15 Nov 2015 18:43

Legendary hedge fund manager Stanley Druckenmiller, who runs Duquesne Capital, made a huge bet on gold during the second quarter.

Duquesne, which is now run as a family office, finished the second quarter with 2.88 million shares of SPDR Gold Trust, according to the fund's 13F filing.

The new position is now Druckenmiller's largest long position.

Druckenmiller's GLD stake had a value of $300.3 million at the end of the quarter based on the June 30 closing share price of $104.27. Shares of GLDhave fallen 5.5% since then.

Druckenmiller has previously said that when he sees something that really excites him he will "bet the ranch on it." We reached out to Druckenmiller for comment on his GLD position.

Druckenmiller also increased his position in Facebook to 1,872,700 shares, up from 252,000 shares in the first quarter. He also took big new positions in Freeport-McMoRan (3.547 million shares), Halliburton (1.547 million shares), and Wells Fargo (1,679,400 shares), the filing shows.

Hedge funds are required in 13F forms to disclose only long equity holdings. These regulatory filings don't come out until 45 days after the end of each quarter.
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 15 Nov 2015 18:51

El futuro no lo ve tan bien... será ese el motivo por el que compra oro?
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 23 Nov 2015 19:01

At a conference earlier this month, Druckenmiller said he’s investing with caution right now.

I'm working under the assumption that we may have started a primary bear market in July...

I can see myself getting really bearish. I can't see myself getting really bullish.


Duquesne Capital cut its holdings of U.S. stocks by 41% last quarter, according to recent company filings.
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 07 Ene 2016 13:20

September 15, 201

Druckenmiller's most noteworthy second-quarter transaction was his purchase of a 2,880,000-share stake in SPDR Gold Trust (ETF) [GLD], part of the SPDR family of exchange-traded funds. Druckenmiller paid an average price of $114.47 per share. The acquisition had a 21.81% impact on Druckenmiller's portfolio.

Druckenmiller acquired a 1,547,000-share stake in Halliburton Co. (HAL), a Houston-based oilfield services and equipment company, for an average price of $46.04 per share. The deal had a 4.49% impact on Druckenmiller's portfolio.
Halliburton has a market cap of $31.52 billion and an enterprise value of $36.63 billion. It has a P/E of 20.8, a Price/Book of 2.0 and a Price/Sales of 1.0.

Druckenmiller purchased a 3,547,000-share stake in Freeport-McMoRan Inc. (FCX), a Phoenix-based mining company, for an average price of $20.62 per share. The transaction had a 4.45% impact on Druckenmiller's portfolio.
Freeport-McMoRan has a market cap of $11.61 billion and an enterprise value of $36.29 billion. It has a Price/Book of 0.9 and a Price/Sales of 0.6.

Druckenmiller acquired a 1,175,000-share stake in Citigroup Inc. (C), a Manhattan-based banking and financial services corporation. Druckenmiller paid an average price of $54.36 per share in a deal that had a 4.37% impact on his portfolio.
Citigroup has a market cap of $153.44 billion and an enterprise value of $252.45 billion. It has a P/E of 12.7, a Price/Book of 0.8 and a Price/Sales of 2.0

Druckenmiller purchased a 1,398,100-share stake in Microsoft Corp. (MSFT), a Redmond, Wash.-based computer software company, for an average price of $45.55 per share. The transaction had a 4.16% impact on Druckenmiller's portfolio.
Microsoft has a market cap of $344.23 billion and an enterprise value of $283 billion. It has a P/E of 29.4, a Price/Book of 4.3 and a Price/Sales of 3.8

Druckenmiller acquired a 1,163,300-share stake in Dow Chemical Co. (DOW), a Midland, Mich.-based chemical corporation, for an average price of $51.11 per share. The purchase had a 4.01% impact on Druckenmiller's portfolio. Dow Chemical has a market cap of $49.89 billion and an enterprise value of $68.25 billion. It has a P/E of 12.3, a Price/Book of 2.6 and a Price/Sales of 1.0.

Druckenmiller also bought stakes in JPMorgan Chase & Co. (JPM), Alcoa Inc. (AA), Newmont Mining Corp. (NEM), JD.com Inc. (JD), SunTrust Banks Inc. (STI), BB&T Corp. (BBT), PNC Financial Services Group Inc. (PNC), American International Group Inc. (AIG), Eastman Chemical Co. (EMN), Ctrip.com International Ltd. (CTRP) and eBay Inc. (EBAY).


Fuente: http://www.nasdaq.com/article/stanley-d ... s-cm520541
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Re: RE: Re: Stanley Druckenmiller

Mensajepor fgomez » 07 Ene 2016 22:58

Dalamar escribió:A Stanley le gustaba Google
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Yo también soy fan de Google. Si tuviera que elegir entre ella y Apple sin duda me quedo con la primera...

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Re: Stanley Druckenmiller

Mensajepor McThai » 08 Ene 2016 05:02

Freeport-McMoRan esta a 5,61 hoy.
(Druckenmiller purchased a 3,547,000-share stake in Freeport-McMoRan Inc. (FCX), a Phoenix-based mining company, for an average price of $20.62 per share)

Carl Icahn tambien entro en 2015 y tiene un 8.5% de la compania

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Re: Stanley Druckenmiller

Mensajepor Dalamar » 08 Ene 2016 06:49

Fuente: http://www.insidermonkey.com/blog/billi ... ks-384912/

Fecha: November 19, 2015


#5 Amazon.com Inc. (NASDAQ:AMZN)

– Shares Owned by the Duquesne Capital (as of September 30): 97,300
– Value of Holding (as of September 30): $49.81 Million

#4 Wells Fargo & Co (NYSE:WFC)

– Shares Owned by the Duquesne Capital (as of September 30): 1.19 Million
– Value of Holding (as of September 30): $61.05 Million

#3 HDFC Bank Limited (ADR) (NYSE:HDB)

– Shares Owned by the Duquesne Capital (as of September 30): 1.00 Million
– Value of Holding (as of September 30): $61.31 Million

#2 Microsoft Corporation (NASDAQ:MSFT)

– Shares Owned by the Duquesne Capital (as of September 30): 1.39 Million
– Value of Holding (as of September 30): $61.48 Million

#1 Facebook Inc. (NASDAQ:FB)

– Shares Owned by the Duquesne Capital (as of September 30): 4.09 Million
– Value of Holding (as of September 30): $367.99 Million
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 08 Ene 2016 06:52

McThai escribió:Freeport-McMoRan esta a 5,61 hoy.
(Druckenmiller purchased a 3,547,000-share stake in Freeport-McMoRan Inc. (FCX), a Phoenix-based mining company, for an average price of $20.62 per share)

Carl Icahn tambien entro en 2015 y tiene un 8.5% de la compania


Gracias!, Tengo que crear un hilo para Freeport-McMoRan, parece interesante...
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 07 Feb 2016 07:54

Ya le gustaba Google a Stanley...
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