HEDGIES STILL BUYING TECH AND SHUNNING ENERGY

The 'tourist does some 13f digging...

I’ve spoken before about my buddy who pours over 13f filings every quarter. He is one of the most disciplined, rigorous investors that I know. I am lucky to talk to him on a daily basis.

For those who are not familiar with 13fs, institutional managers with over $100 million of AUM have to file reports which disclose the stocks they purchased during the …