One of my favorite topics on World Beta is mining the SEC filings for hedge fund ideas. Judging by how many people have bookmarked the portfolios on Stockpickr, they are the most popular topic on the blog as well. The 13Fs come out in a week or so, and we will be updating the Hedge Consensus, Activist Consensus, and Hedge Fund Best Ideas portfolios with YTD performance as well.
Whitney Tilson has a great article here on how he piggybacked on some fellow value funds to ride Wendys stock to a double. . .