Comments on: PAULSON MANAGEMENT 13-F http://pragcap.com/paulson-management-13-f Sat, 20 Mar 2010 04:52:05 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: TPC http://pragcap.com/paulson-management-13-f#comment-1357 TPC Mon, 18 May 2009 00:10:00 +0000 http://pragcap.com/paulson-management-13-f#comment-1357 You got it right. Short positions aren't reported on 13-Fs. This is the most recent report. And yes, he has been building some large positions in gold related names. <br><br>Of course, it's important to note that this is probably a very small portion of his portfolio. Paulson uses a lot of derivatives. You got it right. Short positions aren't reported on 13-Fs. This is the most recent report. And yes, he has been building some large positions in gold related names.

Of course, it's important to note that this is probably a very small portion of his portfolio. Paulson uses a lot of derivatives.

]]> By: vfsv http://pragcap.com/paulson-management-13-f#comment-1356 vfsv Sun, 17 May 2009 23:43:39 +0000 http://pragcap.com/paulson-management-13-f#comment-1356 Sorry, please excuse my ignorance. <br>---I did a little research (duh!?!) & believe "sh" is "shares". (So what is "prn"?) ---Therefore he is (or was) long these positions?<br>---If so, that looks like a BIG gold position, esp GLD.<br><br>FWIW, I am suprised both by the financials: (COF, JPM,...) & that he is holding healthcare in the face of possible government intervention which is likely to depress insurers (competing with "free") & providers (getting lower reimbursement rates). Sorry, please excuse my ignorance.
—I did a little research (duh!?!) & believe “sh” is “shares”. (So what is “prn”?) —Therefore he is (or was) long these positions?
—If so, that looks like a BIG gold position, esp GLD.

FWIW, I am suprised both by the financials: (COF, JPM,…) & that he is holding healthcare in the face of possible government intervention which is likely to depress insurers (competing with “free”) & providers (getting lower reimbursement rates).

]]> By: vfsv http://pragcap.com/paulson-management-13-f#comment-1355 vfsv Sun, 17 May 2009 23:18:14 +0000 http://pragcap.com/paulson-management-13-f#comment-1355 Am I reading this correctly that he is "short"(??) (SH /PRN) all these positions?<br><br>What was the date of this filing? Am I reading this correctly that he is “short”(??) (SH /PRN) all these positions?

What was the date of this filing?

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