John Burbank

Passport Capital

Last Update: 2013-05-16

Number of Stocks: 121
Number of New Stocks: 44

Total Value: $2,507 Mil
Q/Q Turnover: 32%

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John Burbank's Profile & Performance

Profile

Passport Capital

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Top Ranked Articles

John Burbank's Presentation From The Value Investing Congress

October 13, 2010

I am lucky enough to be attending the Value Investing Congress. I took extensive notes on every speech and hope to post each one on GuruFocus over the next few days, in addition I will be posting a couple of interviews I plan on conducting. To follow my live updates from the Congress sign up for my Twitter alerts http://twitter.com/valuewalk Read more...

Mandel More Than Quadruples His Stake of Kinder Morgan Inc.

October 20, 2012

Lone Pine Capital founder, Steve Mandel, has purchased more than 54 million shares of Kinder Morgan Inc. (KMI), reported Oct. 17 on GuruFocus Real Time Picks. Read more...

Agrium Has 50% Upside? One Hedge Fund Thinks So

October 2, 2012

Another hedge fund showing interest in the agriculture space emerged on Monday, Oct. 1, 2012. Barry Rosenstein, the founder of the $3.5 billion Jana Partners LLC presented his case to split up Agrium at the Value Investing Conference in New York on Oct. 1, 2012. You can find the entire presentation here. Read more...

A Rare Treat – Passport Capital’s John Burbank on Bloomberg

February 24, 2012

Passport is one of my favorite hedge fund managers to read quarterly reports from. I can’t recall ever seeing founder John Burbank on one of the financial networks before. He is a little different than the usual hedgie. Read more...

Who Is John Burbank? GuruFocus’ New Fundamental and Macro-Focused Guru

May 21, 2012

While relatively young, John Burbank’s firm, Passport Capital, has been quite successful on the strength of its fundamentals-focused stock picking and more exotic plays based on global macro conditions. Since Burbank launched Passport in 2000, he has grown assets to $3.3 billion under management, delivered an annualized 23 percent return to investors, and, this month, become GuruFocus’ newest Guru. Read more...

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Commentaries and Stories

Currently 2.75/5

Rating: 2.8/5 (4 votes)

John Burbank - Not Optimistic About Global Growth

May 9, 2013

John Burbank shot to fame by being one of the prescient investors who profited from the collapse of the housing bubble. More...

Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: WIT, BTU, SBGL, AEM

April 24, 2013

According to GuruFocus list of three-year lows, Wipro Ltd., Peabody Energy Corp., Sibanye Gold Ltd. and Agnico-Eagle Mines have all reached their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIIGHLIGHT

Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: VALE, FCX, DVN, TCK

April 16, 2013

According to GuruFocus' list of three-year lows: Vale SA, Freeport-McMoRan Copper & Gold, Devon Energy Corp. and Teck Resources Ltd. have all recently reached their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS

Currently 2.50/5

Rating: 2.5/5 (2 votes)

Weekly 3-Year Low Highlights: AA, NJ, KGC, YZC

April 7, 2013

According to the GuruFocus list of 3-year lows: Alcoa Inc., Nidec Corporation, Kinross Gold Corporation, and Yanzhou Coal Mining Company Limited have all reached their 3-year lows. More...

WEEKLY, 3-YEAR, LOW, HIGHLIGHTS, Diversified Industrials, Gold, Aluminum, Coal, Mining

Currently 1.00/5

Rating: 1.0/5 (1 vote)

Weekly 3-Year Low Highlights: AMOV, TAC, WLT, IPI,RENN

March 17, 2013

According to the GuruFocus list of 3-year lows, America Movil, TransAlta Corporation, Walter Energy Inc., Interpid Potash Inc. and Renren Inc. have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS

Currently 2.25/5

Rating: 2.3/5 (4 votes)

Weekly Guru Bargains Highlights: AU, GOLD, GG, GFI, BVN Weekly Highlights

March 4, 2013

According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Anglogold Ashanti Limited (AU): Down 25% Since John Hussman Bought In the Quarter Ended on 2012-12-31 More...

Currently 3.43/5

Rating: 3.4/5 (7 votes)

John Burbank's Top Stocks from Sector He Bet Almost Half of Portfolio On, Basic Materials

February 22, 2013

Passport Capital’s John Burbank describes his investment approach as a combination of macroeconomic trend concepts and fundamental analysis of individual companies. He also studies sectors “to identify opportunities resulting from the long term expansion of leading emerging economies, select natural resource scarcity, and the power of networks, brands, and intellectual property common to the technology, consumer, and service sectors.” More...

Currently 2.00/5

Rating: 2.0/5 (1 vote)

Weekly 3-Year Low Highlights: APA, AU, TRQ, CLF

February 19, 2013

According to GuruFocus' list of three-year lows: Apache Corporation, Anglogold Ashanti, Turquoise Hill Resources Ltd. and Cliffs Natural Resources Inc. have all fallen to their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS

Currently 1.00/5

Rating: 1.0/5 (1 vote)

John Burbank (Passport Capital) - 17% of His Capital Invested in Saudi Arabia

February 7, 2013

John Burbank is one of the more interesting hedge fund managers to watch. He nailed the housing bubble and bust. Here is where he is now investing: More...

Currently 4.50/5

Rating: 4.5/5 (4 votes)

John Burbank 'Likes Internet,' Adds Yelp to Slew of Internet Holdings

February 4, 2013

John Burbank has disclosed ownership of 6.3% of Yelp Inc. (YELP), According to GuruFocus Real Time Picks. The manager of global investment firm Passport Capital bought 1,065,261 shares of the company on Jan. 25, when the price was $21.17, on average. More...

Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly Guru Bargains Highlights: WU, MNST, CIG, MMP, SWKS

January 28, 2013

According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

Currently 3.00/5

Rating: 3.0/5 (3 votes)

John Burbank of Passport Management Shares His Investment Outlook for 2013

January 23, 2013

Well-known investor and hedge fund manager John Burbank was on Bloomberg to discuss his views on the stock market for 2013. He thinks the central bank should keep buying, and that will propel equities in 2013. More...

JOHN BURBANK, PASSPORT MANAGEMENT, STOCK MARKET OUTLOOK FOR 2013, EQUITIES VS. BONDS, CENTRAL BANKS BUYING

Currently 2.00/5

Rating: 2.0/5 (1 vote)

Vical Inc. Insiders Boost Shares after Company’s NASDAQ Listing Gets Upgrade

January 17, 2013

Insiders of biopharmaceutical products company Vical Inc. (VICL) have announced purchasing a combined amount of more than 133,000 shares between three people, reported last week on GuruFocus Insider Buys; the purchases came soon after Vical announced that its listing on the Nasdaq has been upgraded to the highest listing title, Nasdaq Global Select Market. More...

Currently 3.33/5

Rating: 3.3/5 (6 votes)

Investors That Bought Tech Stocks Google, Intel and Apple in the Third Quarter

November 20, 2012

All of the Guru investors that GuruFocus follows have reported the contents of their third quarter portfolios, and tech stocks were a popular choice among them. Here are the Gurus that bought the technology stocks Google (GOOG), Intel (INTC) Apple (AAPL). More...

Currently 3.80/5

Rating: 3.8/5 (5 votes)

Seeking High-Quality Dividend Payers, John Burbank Buys LVS, Consol Energy, BHP Billiton, Monsanto

November 16, 2012

John Burbank manages Passport Capital, a global investment firm he founded in 2000 whose assets have reached $3.3 billion. Passport’s investment process combines macroeconomic analysis with fundamental research, and has produced an annualized 23 percent return. More...

Currently 3.00/5

Rating: 3.0/5 (7 votes)

Passport’s John Burbank Boosts VIVUS Stake to 8.5 Pct of Company

November 2, 2012

John Burbank’s hedge fund Passport Capital has picked up 416,329 shares of VIVUS (VVUS), according to GuruFocus Real Time Picks, which increases the size of his holding by 5 percent. After the purchase, he holds a total of 8,552,929 shares, giving him 8.5 percent ownership of the company. More...

Currently 5.00/5

Rating: 5.0/5 (3 votes)

Weekly Guru Bargains Highlights: ANF, SID, TYC, QLIK, MMP

October 22, 2012

According to GuruFocus updates, these stocks have declined the most since Gurus have bought. [b] More...

Currently 3.83/5

Rating: 3.8/5 (12 votes)

Mandel More Than Quadruples His Stake of Kinder Morgan Inc.

October 20, 2012

Lone Pine Capital founder, Steve Mandel, has purchased more than 54 million shares of Kinder Morgan Inc. (KMI), reported Oct. 17 on GuruFocus Real Time Picks. More...