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Passport Capital's John Burbank on Bloomberg Television: Bearish on Markets; Investing in Oil
Friday, February 24, 2012 - 3:17pm
Fund manager John Burbank, who manages about $4 billion in assets as founder and chief investment officer of Passport Capital LLC, spoke about his bearish view of the economy with Bloomberg TV's Margaret Brennan this morning. Burbank spoke about his investments in the Saudi stock market as well as...
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Passport Capital's John Burbank Tells Bloomberg He Is Betting On Commodity Decline
Monday, May 9, 2011 - 12:56pm
John Burbank of Passport Capital spoke exclusively with Bloomberg Television's Margaret Brennan this morning. He said that he's betting on declines in all commodities because of the end of QE2 and that gold may drop until August. Burbank also said that unless governments inject liquidity into the...
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Passport Capital's John Burbank On Bloomberg Television
Thursday, March 24, 2011 - 5:24pm
John Burbank, founder and CIO of Passport Capital (who predicted the subprime crisis), appeared on Bloomberg Television's "InBusiness with Margaret Brennan" to talk about Fed policy, the role of resource scarcity in his investment strategy and the outlook for the U.S. economy. Burbank says that as...
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Passport Capital Holdings And 3Q Investor Letter (MSFT, XOM, LVS, CF)
Thursday, December 9, 2010 - 4:44pmJohn Burbank provides a glimpse of his hedge fund Passport Capital's portfolio in his third quarter letter to investors. The fund has gained an average of 23.1% annually since its inception in August of 2000. In 2010, the fund has gained 7.9% and Passport manages over $5 billion. Burbank has his...
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John Burbank Is Huge In Agriculture
Tuesday, October 12, 2010 - 12:40pmJohn Burbank spoke at the Value Investing Congress and said he has large positions in agriculture names, particularly Mosaic Co. (NYSE: MOS) and CF Industries (NYSE: CF). He also mentioned he had a position in Potash (NYSE: POT), which has been the subject of takeover talks with BHP Billiton (NYSE...
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John Burbank Is Long Steel, Short Copper
Tuesday, October 12, 2010 - 12:38pmJohn Burbank spoke at the Value Investing Congress and said he is long steel and short copper. A way to play this is to go long Market Vectors Steel ETF (NYSE: SLX) and short the Copper ETF (NYSE: JJC).
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John Burbank At The Value Investing Congress
Tuesday, October 12, 2010 - 12:35pmJohn Burbank, of Passport Asset Management spoke at the Value Investing Congress, and said that political contributions in this country are done by just over 28,000 at their full maximum allowed, and if this tiny number was doubled, the political landscape could change drastically. Burbank...
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Burbank Likes Physical Assets (POT, XOM)
Tuesday, October 12, 2010 - 11:58amJohn Burbank spoke at the Value Investing Congress and he said he likes physical commodity stocks, like Exxon Mobil (NYSE: XOM), and Potash (NYSE: POT). He also holds physical gold through UBS, not the gold ETF. (NYSE: GLD) He also said he holds Kraft (NYSE: KFT), Microsoft (NASDAQ: MSFT), and Dr....
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From Hot Dogs to Hedge Funds
Thursday, August 12, 2010 - 2:34pm
John Burbank is a man among boys when it comes to money management. After launching his hedge fund in 2000, John has since become a widely respected and widely followed player in finance. But you don’t have to take my word for it — just listen to the $3.2 billion his clients trust him with on a...
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Trade Like Hedge Fund Billionaire Paul Tudor Jones (EEM, FXI, MJN, PGNX, RSX, XLP)
Thursday, August 12, 2010 - 1:12pm
Paul Tudor Jones is widely considered to be one of the best traders to ever lay down a position. His long term consistency has been remarkable. Jones is a global-macro trader who got his start trading futures markets. In 2009 his estimated net-worth was $6.3 billion, making him one of the...
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