Due To Popular Demand, Here Is JAT Capital's Stock Portfolio

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Tue, 10/25/2011 - 14:24 | 1809285 Zola
Zola's picture

Priceline dump, here we come ?

Tue, 10/25/2011 - 14:32 | 1809325 slaughterer
slaughterer's picture

JAT is a facade organization for the NYFED.   

Tue, 10/25/2011 - 14:48 | 1809388 NotApplicable
NotApplicable's picture

Thanks, I was wondering who JAT was.

Tue, 10/25/2011 - 14:52 | 1809405 Divided States ...
Divided States of America's picture

the guys who run JAT are probably all related to Robo 'Momo' Trader who is now currently pissing his pants as his account balance nosedives.

Tue, 10/25/2011 - 14:59 | 1809426 Divided States ...
Divided States of America's picture

Some effin clown had nothing better to do and just junked all the messages on this page...is that you Robo??? Having an anxiety breakdown??

Tue, 10/25/2011 - 18:51 | 1810304 Hard1
Hard1's picture

Lately making a killing if you own puts on many of these!!

Tue, 10/25/2011 - 18:40 | 1810263 Don Birnam
Don Birnam's picture

At first glance, this looked very much like the 2011 iteration of "Winners of the New World."

What a dung heap.

Tue, 10/25/2011 - 14:32 | 1809326 Clueless Economist
Clueless Economist's picture

Wow, I should never have listened to Jim Cramer!!!

I bought NFLX @ $280 when he recommended it.  He looked like a genius when it hit $300.

Should I sell or wait for it to get back to $280?

Tue, 10/25/2011 - 14:36 | 1809341 Amish Hacker
Amish Hacker's picture

Cramer didn't tell you when to sell? This is not the first time he's done that.

Tue, 10/25/2011 - 14:45 | 1809366 TruthInSunshine
TruthInSunshine's picture

Clueless Economist - since you're asking an idiotic question, wait until the no or little barrier to entry competitors of NFLX (Amazon, Google, Comcast, etc. come along with their own services, many that own the infrastructure that digital content is streamed over or sell the content and even own the content that is streamed [neither of which can be said of NFLX]) drive NFLX's price down to $10 before selling.

That way, you will be able to forever brag that you at least got out before it went to $0.

Tue, 10/25/2011 - 14:45 | 1809374 J 457
J 457's picture

I think he says buy Dominos Pizza- DPZ.  Only like 1.5 billion debt.  Is that good.  Cramer says ok.

Tue, 10/25/2011 - 14:50 | 1809396 NotApplicable
NotApplicable's picture

Why, does not everyone like pizza?

Tue, 10/25/2011 - 14:47 | 1809382 knukles
knukles's picture

Oh, now I get it!
It's a hedge fund and he held Green Mountain Coffee to hedge his Upside Risk.
Neato! 

:)

Tue, 10/25/2011 - 14:58 | 1809419 PulauHantu29
PulauHantu29's picture

"Never a better time to buy a house then now, "Clueless. Why not complete the cirlce of doom....add the RE to your NFLX portfolio.

Tue, 10/25/2011 - 15:03 | 1809442 sheeple2012
sheeple2012's picture

Actually he was still pump-monkeying NFLX on July 12th when it was at $295...

http://finance.yahoo.com/news/Jim-Cramer-Stock-Watch-July-wscheats-3390570710.html?x=0&.v=1

Tue, 10/25/2011 - 15:58 | 1809696 YesWeKahn
YesWeKahn's picture

It is still better than some of us who bought FAZ at 70 and stuck to it forever.

Tue, 10/25/2011 - 14:25 | 1809291 Irish66
Irish66's picture

Does this not feel like controlled destruction

Tue, 10/25/2011 - 14:27 | 1809300 Robot Traders Mom
Robot Traders Mom's picture

No, it does not.

-Dick Cheney

Tue, 10/25/2011 - 14:25 | 1809293 Black Forest
Black Forest's picture

Extremely sustainable and well-founded positions to the highest degree.

Tue, 10/25/2011 - 14:26 | 1809294 dwdollar
dwdollar's picture

Steers now (or soon)...

Tue, 10/25/2011 - 14:27 | 1809302 The Axe
The Axe's picture

Holy shit..a list like that would have me on the shitter with a bottle of scotch.....

Tue, 10/25/2011 - 14:51 | 1809402 NotApplicable
NotApplicable's picture

That's because you don't have a magic checkbook with the ability to move "markets."

Tue, 10/25/2011 - 14:28 | 1809309 carbonmutant
carbonmutant's picture

What no FSLR...?

Tue, 10/25/2011 - 14:49 | 1809391 optimator
optimator's picture

Al-Lucent, stil around?

Tue, 10/25/2011 - 14:28 | 1809310 danger close here
danger close here's picture

wow that is a scary fking portfolio. alpha beta to the max

Tue, 10/25/2011 - 14:38 | 1809346 Amish Hacker
Amish Hacker's picture

Figure a $19 million loss today, just on the NFLX.

Tue, 10/25/2011 - 14:57 | 1809418 optimator
optimator's picture

Probably sold and shorted it a few days ago.

Tue, 10/25/2011 - 14:31 | 1809317 GoldmanBaggins
GoldmanBaggins's picture

monkeys throwing shit at the CNBC ticker could come up with a better portfolio

Tue, 10/25/2011 - 14:51 | 1809378 azusgm
azusgm's picture

Calling Raven! Raven, please come help the folks at JAT. They lack your stockpicking skills.

http://www.marketwatch.com/story/paul-farrells-commentary-chimp-99-champ...

Tue, 10/25/2011 - 14:32 | 1809322 azengrcat
azengrcat's picture

Wow this is reminisent of the Eagles Dream Team!

Tue, 10/25/2011 - 14:32 | 1809323 drivenZ
drivenZ's picture

wow, that's like a who's who of popular herd stocks...LNKD's gotta be number 26

Tue, 10/25/2011 - 14:37 | 1809336 Majere
Majere's picture

Almost as good as this new campaign ad: http://www.youtube.com/watch?v=S6VnTqpTqvQ

Tue, 10/25/2011 - 14:36 | 1809340 afdestruction
afdestruction's picture

Over 30% of their port in consumer discretionary stocks. Obviously they don't think theres any chance of a recession....

Tue, 10/25/2011 - 14:40 | 1809354 Sequitur
Sequitur's picture

What a shit portfolio. Half those companies "make money" by dicking around with the books.

Tue, 10/25/2011 - 14:42 | 1809363 Poetic injustice
Poetic injustice's picture

Isn't that the main source of income for most of US companies nowadays?

Tue, 10/25/2011 - 14:55 | 1809411 NotApplicable
NotApplicable's picture

That and corporate paper.

Tue, 10/25/2011 - 14:40 | 1809355 jcaz
jcaz's picture

Dammit, my 3-yr old is managing portfolios again.....

Tue, 10/25/2011 - 14:50 | 1809397 azusgm
azusgm's picture

The eTrade baby is in charge.

Tue, 10/25/2011 - 14:40 | 1809356 gwar5
gwar5's picture

I looked twice, I still can't find Enron.

 

Tue, 10/25/2011 - 14:40 | 1809357 Waterfallsparkles
Waterfallsparkles's picture

OMG they have all of the High Rollers.  Like Nflx, Open Tabel, Green Mountain, Priceling, Lulu lemon.

Suprised they do not own CMG.

They sure drank the Cool Aid.

Looks like someone wants to take them DOWN.  Or Blow them Up.

Who is JAT Capital?

Tue, 10/25/2011 - 14:59 | 1809424 Nigh Eve
Nigh Eve's picture

I didn't know either until a few minutes ago.   Apparently, JAT is short for John A. Thaler.  This article from Reuters (at link below), from a few days ago, seems to provide a good brief summary of why they have been getting extra attention recently.

http://www.reuters.com/article/2011/10/18/hedgefunds-jat-idUSN1E79H0P920111018

Tue, 10/25/2011 - 14:45 | 1809372 0cz
0cz's picture

JAT lack of Capital

Tue, 10/25/2011 - 14:45 | 1809376 ghostfaceinvestah
ghostfaceinvestah's picture

Is that where RobotTrader works?

Tue, 10/25/2011 - 14:48 | 1809389 sheeple2012
sheeple2012's picture

JAT - Jumped Another Turd

Tue, 10/25/2011 - 14:48 | 1809392 mjk0259
mjk0259's picture

This must be the short positions

Tue, 10/25/2011 - 14:51 | 1809399 FLUSA.com
FLUSA.com's picture

Soooo...all that tech and no Google, Apple or MSFT....they try to shoot for the moon

Tue, 10/25/2011 - 14:51 | 1809400 andrew123
andrew123's picture

The last report from JAT was that they were up 31% through Sept (http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2011/10/12/bloomberg_articlesLSXE766K50Y0.DTL)

 

Does anyone know some of their shorts?

Tue, 10/25/2011 - 14:58 | 1809421 knukles
knukles's picture

Probably include brown skidmarks as of today.

Up 31%, eh?
Have they done the Olde Hedge Fund Silo Routine with the real dogs?  Or is that called something different these days?  In the real old old days when men were men and owned up to their nimbers, it was called fucking with your returns.

Tue, 10/25/2011 - 14:51 | 1809401 Odin
Odin's picture

Get ready, here come the inevitable algo rally at 3pm!

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