Posts Tagged ‘David Stemerman Conatus Capital’

salesforce.com, inc. (NYSE:CRM): Hedge Funds Are Bearish and Insiders Are Bullish, What Should You Do?

salesforce.com, inc. (NYSE:CRM)
salesforce.com, inc. (NYSE:CRM) has seen a decrease in hedge fund interest of late. In today’s marketplace, there are plenty of metrics investors can......(read more)

A Board Member Bought About $50,000 Worth of IHS

IHS Inc (NYSE:IHS)
According to a Form 4 filed with the SEC, Jean-Paul Montupet, a Board member at IHS Inc. (NYSE:IHS) purchased 500 shares of the stock on January 22nd......(read more)

Fastenal’s CFO Bought About $100,000 In Stock

SAC CAPITAL ADVISORS
Daniel Florness, the CFO of Fastenal Company (NASDAQ:FAST), purchased just over 2,600 shares of the company’s stock on December 5th at a average price......(read more)

What Do Hedge Funds Think of the Travel Industry?

Lone Pine Capital 2014 Q3 Investor Letter
Paul Reeder and Edward Shapiro of Par Capital Management had over 25% of their firm’s second quarter 13F invested in the online travel booking industry......(read more)

Conatus Capital Management’s Top Stock Picks

There are Tiger Cubs, and then there are Tiger Cub Cubs. David Stemerman, who founded Conatus Capital Management in 2008, is one of the latter: he previously......(read more)

Hedge Funds Lose Big After Salesforce.com $CRM Slips Almost 11%

T2 PARTNERS
Jim Cramer told “Mad Money” viewers on October 31 that he’d rather bet with Salesforce.com (CRM) than against them (check it out here......(read more)

Hedge Funds Lose Big After NetApp $NTAP Shares Fall Almost 13%

Lone Pine Capital 2014 Q3 Investor Letter
NetApp Inc (NTAP) shares sunk from $40.74 at close Wednesday to trade at just $35.57 a share as of 3:30pm EST. NTAP prices fell almost 13% “after......(read more)

Hedge Funds Lose Big on Abercrombie Fitch $ANF Expectation Miss

PENNANT CAPITAL MANAGEMENT
Abercrombie & Fitch (ANF) share prices fell nearly 14% in trading on Wednesday, plummeting from $55.70 at close on Tuesday to $47.99 at 3:43PM EST......(read more)

Hedge Funds Lose Big After Ctrip $CTRP Share Prices Fall Over 12%

Lone Pine Capital 2014 Q3 Investor Letter
Ctrip.com (CTRP) share prices fell over 12% on Monday after reporting a disappointing sales outlook for the fourth quarter. Afterwards, analysts at Brean......(read more)

Hedge Funds Lose a Bundle After Abercrombie $ANF Shares Fall 21%

PENNANT CAPITAL MANAGEMENT
Several hedge funds lost big in early trading on Thursday after Abercrombie & Fitch Company (ANF) plummeted from $74.01 at close Wednesday to $57.......(read more)

Hedge Funds Destroyed After Amazon $AMZN Share Prices Fall Over 10%

FISHER ASSET MANAGEMENT
Amazon (AMZN) share prices fell from $227.15 at close Tuesday to $203.82 by 10am EST Wednesday after AMZN’s third quarter earnings and fourth quarter......(read more)

Hedge Funds Made Huge Gains on ESRX

Lone Pine Capital 2014 Q3 Investor Letter
Pharmacy benefit management company Express Scripts (ESRX) is trading 9% over yesterday’s close of $35.94. The increase came in spite of the fact that......(read more)

9 Hedge Funds Lost $300 Million in News Corp Scandal

Andreas Halvorsen
News Corp shares lost $2.78 during the past 5 trading days. Today, NWSA is up more than 5% so far. Despite this huge jump in price, News Corp shareholders......(read more)

11 Energy Companies Hedge Funds Are Buying Like Crazy

Williams Companies, Inc. (NYSE:WMB)
Insider Monkey follows hedge fund managers because they’re the smartest investors around. They leave less to chance than most investors. They go......(read more)

10 Hedge Fund Managers Who Think Whitney Tilson is Wrong On Salesforce.com $CRM

T2 PARTNERS
Whitney Tilson gave a presentation last week arguing that Salesforce.com (CRM) is a momentum stock priced for perfection. Here is how he values CRM: “......(read more)
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