Fun With Filings

As the 13F filings piled in yesterday, I reviewed some of the bigger ones just to see who was doing what. The whole Street was reading them at pretty much the same time, so there was no informational advantage. But the information that, for example, David Einhorn sold Microsoft (MSFT) and Daniel Loeb bought Disney (DIS), is still useful, although it is not really actionable-research worthy information for me.

That's not the case with Paul Isaac of Arbiter Partners. I find some useful investable information in his portfolio every quarter. I enjoy reading his filings  -- and it's really good for my ego. One of the most successful hedge fund managers of the last decade, Isaac learned the craft form his father and his legendary uncle, Walter Schloss....615 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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