John Griffin founded Blue Ridge Capital in 1996 and was once known as billionaire Julian Robertson’s right hand man. Griffin and other managers who worked for Robertson at Tiger Management are referred to as “tiger cubs.” Griffin’s investment method is long/short with a long bias and a focus on long positions in large-cap and high-performance stocks. Outlined below are a few of tiger-cub Griffin’s latest moves during during the first quarter that I found intriguing (check out Griffin’s under the radar picks).
Blue Ridge dumped its entire stake in Apple Inc. (NASDAQ:AAPL) last quarter and also dumped 45% of its Google Inc (NASDAQ:GOOG) shares. Both of these massive tech companies compete with each other in a number of
Article source: http://www.insidermonkey.com/blog/apple-inc-aapl-google-inc-goog-billionaire-tiger-cub-blows-off-big-tech-147260/