John Burbank

Last Update: 2014-08-14

Number of Stocks: 190
Number of New Stocks: 91

Total Value: $5,901 Mil
Q/Q Turnover: 25%

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...
» More John Burbank Articles

Commentaries and Stories

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Apple's ROE at the Top of the Computer Systems Industry
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Apple Inc. (AAPL). More...

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Ten Years Earlier or Later, I Will Continue Recommending Apple
In this article, let´s consider a giant that went public a decade ago, Apple Inc. (AAPL). The $593 billion market cap has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 15.6x vs Industry Median 30.2x). More...

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Guru Stocks at 52-Week Lows: UBS, MFG, CS, HSY, COG
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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John Burbank Decreases Stake in Sungy Mobile By 28 Percent John Burbank - John Burbank Decreases Stake In Sungy Mobile By 28 Percent
John Burbank (Trades, Portfolio) revealed that he decreased his shareholding of Sungy Mobile Ltd. (GOMO) by 28.5% in a filing dated July 17, according to GuruFocus Real Time Picks. More...

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John Burbank Amps up Stake in Chinese Mobile App Company John Burbank - John Burbank Amps Up Stake In Chinese Mobile App Company
Guru John Burbank (Trades, Portfolio) of Passport Capital reported a rather sizeable increase in his portfolio earlier this week as reported by GuruFocus Real Time Picks. Burbank is the Chief Investment Officer and Managing Member of Passport Capital which he founded in 2000. Passport Capital managed approximately $3.9 billion in assets, as of June 30, 2014, and utilizes a combination of macroeconomic analysis, fundamental research and quantitative tools to pick its stocks. More...

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Weekly Three-Year Low Highlights: QUNR, CGG, LADR, RARE
According to GuruFocus list of three-year lows; Qunar Cayman Islands Ltd, CGG, Ladder Capital Corp. and Ultragenyx Pharmaceutical Inc. have all reached their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Passport Capital's John Burbank - 'It's Possible to Have a Bear Market Here'
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Weekly Three-Year Low Highlights: CRTO, CVT, QSII, CNSI
According to GuruFocus list of three-year lows; CRITEO, Cvent Inc., Quality Systems Inc. and Comverse Inc. have all reached their three-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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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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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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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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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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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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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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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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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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