Posts Tagged ‘Cognizant Technology Solutions (CTSH)’

Lone Pine Capital 2015 Q2 Investor Letter

Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks

Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel’s Lone Pine Discloses 6.4% Stake in SouFun Holdings (SFUN)

Stephen Mandel’s Lone Pine Capital disclosed holding 3.7 million shares of SouFun Holdings Limited (NYSE:SFUN). The stake amounts to 6.4% of the company......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Cognizant Technology Solutions Corp (CTSH), Mead Johnson Nutrition CO (MJN): Billionaire Stephen Mandel Likes These Bulls

Earlier in August, billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital filed its 13F for the second quarter of 2013 with the SEC, disclosing......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine......(read more)

Insiders Have Bought Cognizant Technology Solutions Corp (CTSH), Ryman Hospitality Properties, Inc. (REIT) (RHP), and More

Our analysis of studies on insider trading has concluded that stocks bought by insiders exhibit a small outperformance effect, which makes sense as insiders......(read more)
Cognizant Technology Solutions Corp (NASDAQ:CTSH)

The Chairman of the Board Bought Shares of Cognizant Technology Solutions Corp (CTSH)

A Form 4 filed with the SEC has disclosed that John Klein, who is the Chairman of Cognizant Technology Solutions Corp (NASDAQ:CTSH)’s Board of Directors......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)

One way to estimate a stock’s upside potential is by using the PEG ratio, which incorporates both the P/E multiple favored by value investors and analyst......(read more)

Billionaire Stephen Mandel’s Q1 Trades Included Buying News Corp (NWSA)

Several weeks after the end of each quarter, hedge funds and other notable investors are required to file 13Fs with the SEC; the most recent filing discloses......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include QUALCOMM, Inc. (QCOM)

Lone Pine Capital is managed by billionaire and Tiger Cub Stephen Mandel (“Tiger Cubs” are the group of hedge fund managers who previously worked......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Tech Stock Picks Include Google Inc (GOOG)

We have found that the most popular small cap stocks among hedge funds, as determined by 13F filings, outperform the S&P 500 by an average of 18 percentage......(read more)
Mondelez International Inc (NASDAQ:MDLZ)

Hedge Fund Emerging Sovereign Group’s Stock Picks for 2013

Quarterly 13F filings from hedge funds and other major investors can be quite useful to the broader investment community. One way that we use these filings......(read more)
Ken Fisher FISHER ASSET MANAGEMENT

Oracle Corporation (ORCL): Is It a Good Investment?

Oracle Corporation (NASDAQ:ORCL) is a giant in the enterprise software and database management industry. Oracle also has one of the leading positions......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Why Does This Tiger Cub Love Google Inc (GOOG) and Priceline.com Inc (PCLN)?

Billionaire and Tiger cub Stephen Mandel manages nearly $17 billion of assets under management. Previously, Mandel worked under Julian Robertson until......(read more)
Cognizant Technology Solutions Corp (NASDAQ:CTSH)

Business Software & Services Companies Hedge Funds are Buying

Hedge funds can be invested in companies for all sorts of reasons. Usually, “monkeying” hedge fund managers’ top purchases is a fairly sound investment......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel and Lone Pine Capital’s New Stock Picks

Stephen Mandel’s Lone Pine Capital has $17 Billion in assets under management. His personal wealth is about one tenth of that. Mandel is a Tiger cub......(read more)
MAVERICK CAPITAL

Lee Ainslie and Maverick Capital’s Extremely Bullish Stock Picks

Lee Ainslie’s Maverick Capital was extremely bullish about Hewlett-Packard during the third quarter. They bet $400 Million on HPQ, making it the second......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel and Lone Pine Capital’s Apple and Other Stock Holdings

Stephen Mandel’s Lone Pine Capital has more than 2.7 million Apple (AAPL) shares in its portfolio. AAPL was the largest stock holding in the $11.3......(read more)
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