John Burbank

Last Update: 2014-04-04

Number of Stocks: 141
Number of New Stocks: 58

Total Value: $2,936 Mil
Q/Q Turnover: 30%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

John Burbank' s Profile & Performance

Profile

Passport Capital

Total Holding History

Top Ranked Articles

John Burbank's Presentation From The Value Investing Congress
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...
Agrium Has 50% Upside? One Hedge Fund Thinks So
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...
Mandel More Than Quadruples His Stake of Kinder Morgan Inc.
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...
A Rare Treat – Passport Capital’s John Burbank on Bloomberg
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...
John Burbank 'Likes Internet,' Adds Yelp to Slew of Internet Holdings
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. Read more...
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Commentaries and Stories

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Weekly 3-Year Low Highlights: TWTR, SFM, IRM, FUEL
According to GuruFocus list of 3-year lows; Twitter Inc, Sprouts Farmers Market Inc, Iron Mountain Inc, and Rocket Fuel Inc have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Rating: 4.0/5 (2 votes)

Time Warner: Merging in Times of Profits?
Last week Time Warner Inc. (TWC)’s CEO Rob Marcus announced that after merely a few months in the position he would be agreeing to sell the company to media conglomerate Comcast Corp. (CMCSA). While the $45 billion deal will largely benefit Marcus, who will receive an $80 million severance payment, the goal behind this merger is for the companies to gain more leverage in negotiations with suppliers and TV-network programmers. More...

MEDIA,TV,TELEVISION NETWORKS,ENTERTAINMENT,HBO,TBS,TNT,CNN,MOVIES,MOTION PICTURES,WARNER BROS.


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Rating: 5.0/5 (1 vote)

Gurus and Methanol Say No to Methanex
For quite some time now, global warming has become a common lexicon. The fear of an unsustainable world due to pollution and radical weather has fueled the search for alternative fuels. The incentive drove individual and corporate efforts to develop and propose some interesting solutions. Biodiesel, bioalcohol, fuel cells, hydrogen, vegetable oil, among other fuels are considered substitutes for fossil fuels. Nonetheless, neither alternative has developed sufficient acceptance or the necessary infrastructure to serve the world market. In the USA, the latest alternative to be proposed has been methanol from natural gas. Should the proposal garner enough support at Washington DC, it would be a game changer, especially for Methanex (MEOH). So far, lawmakers have not been too moved by the idea, and analysts argue that intense lobbying will be a key to reverse their opinion. More...

LONG, CHEMICALS, BIO, DIESEL, ALCOHOL


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Rating: 5.0/5 (6 votes)

This Fund Closed in a Positive Terrain as Boeing Continued Its Uptrend
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into T Rowe Price Group Inc. in which Brian Charles Rogers serves as chief investment officer. More...

LONG, HEDGE, FUND, HOLDINGS, 13F


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Global Investor John Burbank Buys Twitter, First Gaming REIT, Others in Q4 John Burbank - Global Investor John Burbank Buys Twitter, First Gaming REIT, Others In Q4
According to data released today, John Burbank (Trades, Portfolio), $3.4 billion global investment firm Passport Capital’s founder, introduced 58 new stocks into his portfolio in the fourth quarter, for a total of 141 positions. This portfolio is valued at $2.94 billion, having quarter-over-quarter turnover of 30%. More...

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Starbucks: A Case of Winner Takes All?
​There are few names that come to mind when talking about the specialty coffee industry, but Starbucks Corporation (SBUX) is the brand that never fades. The global chain of nearly 20,000 company-owned and licensed stores has held the market leading position in this fast paced and dynamic industry for several years now, and the future prognosis looks promising. The firm’s winning sales combination of coffee, espresso, teas, cold blended beverages, food and accessories has won over both customers and investors alike. The challenge for 2014, however, will be further global expansion and product diversification. More...

COFFEE,BEVERAGES,TEA,FOOD,DINING,STARBUCKS,TEAVANA,EVOLUTION FRESH,VIA


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Rating: 3.4/5 (21 votes)

2013 - Mistakes of Commission,Omission & Confusion Warren Buffett,John Burbank - 2013 - Mistakes Of Commission,Omission & Confusion
"Success is a lousy teacher." - Bill Gates (Trades, Portfolio) More...

WARREN BUFFETT, BILL GATES,


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Rating: 2.3/5 (3 votes)

Five-Year lows: Frank’s International NV, Eldorado Gold Corp, TransAlta Corporation, CVR Refining LP
According to GuruFocus list of five-year lows, these Guru stocks have reached their five-year lows: Frank’s International NV, Eldorado Gold Corp., TransAlta Corporation and CVR Refining LP. More...

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Rating: 3.7/5 (6 votes)

John Burbank Buys 14% Stake in Mobile App Maker Sungy John Burbank - John Burbank Buys 14% Stake In Mobile App Maker Sungy
John Burbank reported owning a 6.075 million share stake in Sungy Mobile (GOMO) on Nov. 22, the day the company made its initial public offering (IPO) on Nasdaq. The holding represents 14.4% of the company. More...

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Tiffany's Extraordinary Quarter
Tiffany's (TIF) shares are up by 41% year-to-date (ytd), out-performing the S&P500 index by 11.7%. That said, the jeweler not only is one of the most prominent and valuable luxury brands in the US. Tiffany, which is held by great investors such as Ray Dalio and John Burbank, is also growing sales fast and expanding internationally while expanding its operating margins thanks to the correct strategies taken by its extraordinary management team. More...

HOLD, LUXURY GOODS


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Rating: 4.8/5 (6 votes)

Better than Expected Bottom-Line Results - A New Leader in Family Entertainment?
In a previous article we analyzed a media giant in the $1 trillion global media industry, which includes advertising, cable, film, newspapers, radio and television. Now, let´s take a look at a rival and see the reasons why hedge fund managers considered it a good investment. More...

TWX, ENTERTAINMENT, WARNER,


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Weekly 3-Year Low Highlight: EQR, AUY, FI, BBRY, DHX
According to GuruFocus list of 3-year lows; Equity Residential, Yamana Gold Inc, Frank’s International NV, and BlackBerry Ltd have all reached their three year lows. More...

WEEKLY, CFO, SELLS, HIGHLIGHT


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Why You Should Consider Investing in This Gold Miner
Making smart investments in the gold industry is not an easy task. Firms suffer from different problems, such as high cash costs which leave them exposed to declining gold prices, and difficulties while executing expansion projects. Agnico Eagle Mines (AEM) and Kinross Gold (KGC) are two such gold miners, which not only face different challenges, but very different outlooks. More...

AGNICO EAGLE,KINROSS,GOLD,MINES,RED BACK,RUSSIA, QUEBEC,JOHN BURBANK,SETH KLARMAN,JEAN-MARIE EVEILLARD,MINING,BARRICK,LARONDE,


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John Burbank’s Largest Increases of the Third Quarter John Burbank - John Burbank’s Largest Increases Of The Third Quarter
Guru John Burbank of Passport Capital, a near $3 billion global investment firm, reported a rather busy couple of months during the third quarter. The guru is currently averaging a 12-month return of 24.26% and a quarter-over-quarter turnover of 21%. The fund typically favors a strategy that is centered on macroeconomic analysis and fundamental research. More...

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Passport Capital Update - John Burbank Sells BUD, KMI, MDLZ, COL, Others
Guru John Burbank is averaging a 12-month return of 24.26%. As of the third quarter, his firm, Passport Capital, has a portfolio of 139 stocks, 63 of them new, a total value at $3.09 billion, with a quarter-over-quarter turnover of 21%. The portfolio is weighted with top three sectors: ETF, options and preferred at 26.5%; technology at 16.7%; and consumer cyclical at 13.7%. More...

OIL & GAS MIDSTREAM, BEVERAGES – BREWERS, PACKAGED FOODS, AEROSPACE & DEFENSE


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Rating: 2.7/5 (3 votes)

John Burbank's Top 10 Third Quarter Buys John Burbank - John Burbank's Top 10 Third Quarter Buys
John Burbank leads Passport Capital, a $3 billion global investment firm founded in 2000. The approach of the firm is to combine macroeconomic analysis, fundamental research and quantitative tools. More...

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Rating: 4.1/5 (8 votes)

Why You Can Trust This Low-Cost Gold Miner to Succeed
A few months back I covered a series of gold mining companies in an attempt to hash out a good investment despite plummeting commodity prices. Yet what seemed like a depressed gold price back in early September, when one ounce of the basic metal was selling at around $1,350, pales in front of current prices, which are hovering around the $1,260 mark. Under these difficult circumstances, firms such as Eldorado Gold Corp (EGO) and AngloGold Ashanti Limited (AU) face very different outlooks. More...

ELDORADO, ANGLOGOLD, GOLD, MINING, BASIC METALS, KISLADAG, TROPICANA, RAY DALIO, JOHN BURBANK, JOHN HUSSMAN


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Best Companies Plus Bad News Equals Big Returns - How Buffett, Klarman and Burbank Make Money
A stock dives more than 15% in over a week. Should you buy? More...

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Why Beer Could Be the Answer Many Were Looking For
The beer brewing industry is getting tougher in developed nations as regulations and heavy taxation take their toll on profitability. Hence, firms such as Heineken (HEINY) and Anheuser-Busch InBev (BUD) look increasingly to emerging nations, in an attempt to increase their margins. However, these companies have different trajectories and strategies, which will set them apart in the coming years. More...

BEER, BREWERIES, HEINEKEN, EMERGING MARKETS, PREMIUM BEER


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Rating: 4.1/5 (8 votes)

Changing Consumption Patterns: Mobile Tech Payments
Transaction volumes for credit and debit cards and other payment methods depend on consumer spending. Last May, it saw its biggest annual increase in two years and this was great news for companies that are linked to the electronic payments industry. More...

LONG, PAYMENTS, ELECTRONIC, MOBILE, VISA, MASTERCARD, AMERICAN EXPRESS, AMEX, WALLET


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