Author Archive - admin

Sio Capital’s Healthcare Stock Picks: Cardinal Health, Inc. (CAH), CareFusion Corporation (CFN), NPS Pharmaceuticals, Inc. (NPSP)

Michael Castor Sio Capital
Hedge funds as a group have been underperforming the S&P 500 index for a very long time, and this doesn’t sit well with investors. The reason is......(read more)

Wipro Limited (ADR) (WIT): Do Hedge Funds and Insiders Love This Stock

Wipro Limited (ADR) (WIT)
Wipro Limited (ADR) (NYSE:WIT) was in 6 hedge funds’ portfolio at the end of December. WIT has seen an increase in activity from the world’......(read more)

Jana Partners’ Lengthy Presentation on Agrium Inc. (USA) (AGU)

Barry Rosenstein JANA PARTNERS
Activist hedge fund Jana Partners has $3.5 billion under management and had a successful 2012. The fund boosted its Agrium stake by 28% during the fourth......(read more)

Hedge Funds Are Betting On SanDisk Corporation (NASDAQ:SNDK)

SANDISK CORP (NASDAQ:SNDK)
SanDisk Corporation (NASDAQ:SNDK) has seen an increase in enthusiasm from smart money lately. According to most investors, hedge funds are assumed to......(read more)

General Motors Company (NYSE:GM): Are Hedge Funds Right About This Stock?

General Motors Company (GM)
Is General Motors Company (NYSE:GM) a superb investment now? Money managers are taking an optimistic view. The number of bullish hedge fund positions......(read more)

Is Apple Inc. (NASDAQ:AAPL) Going to Burn These Hedge Funds?

Apple Inc. (AAPL)
Apple Inc. (NASDAQ:AAPL) investors should be aware of a decrease in enthusiasm from smart money recently. To the average investor, there are tons of indicators......(read more)

Hedge Fund Greenlight Capital’s Letter to Apple Inc. (AAPL) Shareholders

Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) is one of the largest positions in Greenlight Capital’s portfolio (see its top stock picks). Billionaire David Einhorn&#......(read more)

Billionaire Einhorn Urges Apple Inc. (AAPL) Shareholders To Oppose Company’s Proposal

David Einhorn GREENLIGHT CAPITAL
Apple Inc. (NASDAQ:AAPL) is one of billionaire David Einhorn‘s largest stock positions (see his entire portfolio). Greenlight Capital lost around......(read more)

Andrew Ross Sorkin Is DEAD WRONG About Ackman’s JC Penney Loss

Michael J. De La Merced and Andrew Ross Sorkin wrote an article about Dan Loeb and Bill Ackman yesterday. Andrew Ross Sorkin is pretty close to Ackman......(read more)

David Einhorn’s Huge Secret: Apple Inc (AAPL), Microsoft (MSFT), Seagate

GREENLIGHT CAPITAL David Einhorn
David Einhorn is one of our favorite hedge fund managers. His fund, Greenlight Capital, has returned roughly 20% per year since its inception in 1996.......(read more)

Dan Loeb – Third Point Q4 2012 Investor Letter

Dan Loeb and Third Point’s Q4 2012 investor letter is out (H/T:Distressed Debt Investing). You can read the details about Loeb’s HLF position......(read more)

Dump Your Hedge Funds and Buy This Stock

Dump Your Hedge Funds and Buy This Stock
Hedge funds are much better investors than you are made to believe by the financial press. Even hedge fund indices hide the truth about hedge funds’......(read more)

Apple Inc. (NASDAQ:AAPL) vs. Yahoo (YHOO): Better Trade in 2013?

Apple Inc. (NASDAQ:AAPL) YHOO
Apple Inc. (NASDAQ:AAPL) outperformed Yahoo! (YHOO) in 2013 by 8 percentage points. Both Apple Inc. (NASDAQ:AAPL) and Yahoo (NASDAQ:YHOO) did substantially......(read more)

Apple Inc. (NASDAQ:AAPL) Isn’t As Cheap As Wall Street Claims

Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) is one of the most popular stocks among Wall Street analysts. According to Thomson/First Call 48 of the 58 analysts covering......(read more)

Here is Why You Shouldn’t Buy My Book!

Tadas Viskanta
By Tadas Viskanta Meena was nice enough to ask me to write a post for Insider Monkey on the following topic: “Here is Why You Should Buy My Book.”......(read more)

The Stock Market Will Go Up By 58% Over The Next 10 Years: SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

The most common way to determine if stock market returns are overpriced or cheap is to use P/E ratios. The two schools of thought include that of ......(read more)

Breaking News: Here are Other Hedge Funds That Also Sold Elan and Wyeth

Steven Cohen
Mathew Martoma was charged with insider trading today. “This is an insider trading case where affiliated investment advisers and their hedge funds......(read more)

Hedge Fund 13F Filings 2012 Q3 Database and Returns

Insider Monkey’s 2012 Q3 hedge fund 13F filings database is updated now. Our database covers more than 400 hedge funds and prominent investors.......(read more)

Billionaire David Einhorn’s Top 10 Stock Picks

David Einhorn GREENLIGHT CAPITAL
Billionaire David Einhorn just filed his latest 13F filing. Apple is still his top position. Einhorn had more than $725 million invested in the stock......(read more)

David Einhorn Greenlight Capital 2012 Q3 Investor Letter

GREENLIGHT CAPITAL
David Einhorn‘s Greenlight Capital released its 2012 Q3 investor letter. Greenlight Capital returned 13.2% net of fees during the first three quarters......(read more)

Best Hedge Funds in 2012

ESL INVESTMENTS
Insider Monkey looks for long/short equity hedge funds with the best stock picking ability. The reason is simple. We believe we can outperform both index......(read more)

Apple Inc (AAPL), Microsoft Corporation (MSFT): Tablet Wars

Apple Inc. (AAPL)
Apple, Microsoft gambling on a growing taste for tablets (Globe and Mail) With Apple Inc (NASDAQ:AAPL) dropping down a weight class and Microsoft Corp......(read more)

LinkedIn (LNKD) Has Major Privacy Issues

LinkedIn Inc.
Recent vices of mine are quite different from what they were pre-children years. Drinking myself to a stupor and spending a month’s salary on clothes......(read more)

These Hedge Fund Managers Got Einhorned: Chipotle Mexican Grill (CMG)

David Einhorn GREENLIGHT CAPITAL
Chipotle Mexican Grill Inc (NYSE:CMG) dropped $20 in the span of two minutes on Tuesday. David Einhorn revealed his short thesis at the Value Investing......(read more)

Why I didn’t Buy Apple Inc (AAPL): Hedge Fund Manager

Jim Chanos Apple Inc (NASDAQ:AAPL)
Apple Inc (NASDAQ:AAPL) is the most popular stock among hedge funds. Billionaire David Einhorn bought the stock two years ago when it was trading below......(read more)

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