Posts Tagged ‘Seth Klarman Baupost Group’

Steve Cohen SAC CAPITAL ADVISORS

Stay Clear of Steve Cohen’s Large Cap Stock Picks

By looking at the historical 13F filings of Steven Cohen’s SAC Capital, we calculate that his large-cap stock picks (those with market caps between......(read more)
BAUPOST GROUP

Seth Klarman’s Baupost Bought BP plc (ADR) (BP), Micron Technology, Inc. (MU) in Q2

In mid August, the Baupost Group filed its 13F for the second quarter of 2013, disclosing many of its long equity positions as of the end of June. Baupost......(read more)
BAUPOST GROUP

What Does Seth Klarman’s Baupost See In BP plc (ADR) (BP)?

For about a year, oil major BP plc (ADR) (NYSE:BP) has been the largest position in the Baupost Group’s portfolio, according to 13Fs filed with the......(read more)
Theravance Inc (NASDAQ:THRX)

Hedge Funds Are Betting On Theravance Inc (THRX)

Is Theravance Inc (NASDAQ:THRX) an excellent investment now? Prominent investors are buying. The number of long hedge fund bets improved by 6 in recent......(read more)
Enzon Pharmaceuticals, Inc. (NASDAQ:ENZN)

Enzon Pharmaceuticals, Inc. (ENZN): Insiders Aren’t Crazy About It

Enzon Pharmaceuticals, Inc. (NASDAQ:ENZN) was in 15 hedge funds’ portfolio at the end of the first quarter of 2013. ENZN has experienced an increase......(read more)
NovaGold Resources Inc. (USA) (NG)

Do Hedge Funds and Insiders Love NovaGold Resources Inc. (USA) (NG)?

NovaGold Resources Inc. (USA) (NYSEAMEX:NG) investors should pay attention to a decrease in support from the world’s most elite money managers of......(read more)
Rovi logo

Hedge Funds Are Betting On Rovi Corporation (ROVI)

Rovi Corporation (NASDAQ:ROVI) was in 18 hedge funds’ portfolio at the end of the first quarter of 2013. ROVI has experienced an increase in enthusiasm......(read more)
Elan Corporation, plc (ADR) (NYSE:ELN)

Hedge Funds Are Buying Elan Corporation, plc (ADR) (ELN)

Elan Corporation, plc (ADR) (NYSE:ELN) has seen an increase in enthusiasm from smart money of late. In the 21st century investor’s toolkit, there are......(read more)
BRIDGEWATER ASSOCIATES

Billionaire Ray Dalio’s Top Picks Include Microsoft Corporation (MSFT)

Editor’s Note: Related tickers: Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Oracle Corporation (NASDAQ:ORCL), Intel Corporation......(read more)
BRIDGEWATER ASSOCIATES

Microsoft Corporation (MSFT) Among Billionaire Ray Dalio’s Long-Term Stock Picks

Several weeks after the end of each quarter, hedge funds and other notable investors file 13Fs with the SEC to disclose many of their long equity positions......(read more)
largest hedge funds in the world

Hedge Fund News: John Paulson, David Einhorn, JPMorgan Chase & Co. (JPM)

Editor’s Note: Related Tickers: AngloGold Ashanti Limited (ADR) (NYSE:AU), Gleacher & Company Inc (NASDAQ:GLCH), JPMorgan Chase & Co. (NYSE......(read more)
Chuck Royce

Do Hedge Funds and Insiders Love Allied Nevada Gold Corp. (ANV)? – IAMGOLD Corporation (USA) (IAG), NovaGold Resources Inc. (USA) (NG)

Allied Nevada Gold Corp. (NYSEAMEX:ANV) investors should be aware of a decrease in support from the world’s most elite money managers in recent......(read more)
Idenix Pharmaceuticals Inc (NASDAQ:IDIX)

Hedge Funds Are Crazy About Idenix Pharmaceuticals Inc (NASDAQ:IDIX)

Is Idenix Pharmaceuticals Inc (NASDAQ:IDIX) the right investment to pursue these days? The smart money is in an optimistic mood. The number of long hedge......(read more)
Ken Fisher FISHER ASSET MANAGEMENT

Is Oracle a Good Stock to Buy?

Oracle Corporation (NASDAQ:ORCL) recently reported the results from its most recent fiscal quarter, which ended in February and is the third quarter of......(read more)
Biggest IPOs in US History

Genworth Financial Inc (NYSE:GNW): Hedge Funds and Insiders Are Bullish, What Should You Do?

Genworth Financial Inc (NYSE:GNW) was in 35 hedge funds’ portfolio at the end of December. GNW has seen an increase in activity from the world&#......(read more)
BAUPOST GROUP

Value Investor Seth Klarman’s Cheap Stock Picks Include BP

By using data from hedge funds’ 13F filings, we have found that on average the most popular small cap stocks among hedge funds beat the market by 18......(read more)
CITADEL INVESTMENT GROUP

Hedge Funds Love Exxon Mobil, Schlumberger, and More Energy Stocks

We have put together our database of 13F filings from hundreds of hedge funds and other notable investors following the remaining filings being made public......(read more)
GREENLIGHT CAPITAL

Ten Tech Stocks Hedge Funds Love: Apple Inc. (AAPL) and More

We have processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long......(read more)
BAUPOST GROUP

Seth Klarman’s Latest Stock Picks Include AIG

Copies of Seth Klarman’s book Margin of Safety, published in 1991, have changed hands for up to $1,500 as some market watchers consider the value investor......(read more)
VINIK ASSET MANAGEMENT

Jeffrey Vinik’s Most Promising Stock Picks

We follow hedge fund activity in general, but we are particularly interested in finding small-cap and mid-cap stocks that hedge funds like. This is because......(read more)
BAUPOST GROUP

Hedge Fund Cantillon Capital Management’s Stock Picks for 2013

William von Mueffling founded Cantillon Capital Management in 2003 after a very successful stint at Lazard. The fund originally followed a long/short......(read more)
BAUPOST GROUP

Seth Klarman’s High Upside Potential Stock Picks: Oracle (ORCL) and More

Seth Klarman, manager of the large hedge fund Baupost Group, wrote a book on investing entitled Margin of Safety in 1991. He has since become such a closely......(read more)
FISHER ASSET MANAGEMENT

Billionaire Ken Fisher’s High Upside Potential Stocks: Apple Inc. (AAPL) and More

Billionaire Ken Fisher’s Fisher Asset Management released its quarterly 13F filing several weeks ago, disclosing many of its long equity positions (......(read more)
BAUPOST GROUP

An Insider Bought Shares of HP

Hewlett-Packard Company (NYSE:HPQ)’s COO, Bill Veghte, transferred 58,500 of his directly held shares of the company’s stock to an annuity trust which......(read more)
David Shaw

Is Oracle Corporation a Good Stock to Buy?

Oracle Corporation (NASDAQ:ORCL) made our list of the ten technology stocks hedge funds were crazy about during the third quarter (see the full rankings......(read more)
BAUPOST GROUP

BP, Oracle, and More: Seth Klarman’s Value Stock Picks

The Baupost Group, managed Seth Klarman, is one of the world’s largest hedge funds. Klarman wrote a book in 1991 discussing his thoughts on investing......(read more)
BAUPOST GROUP

Seth Klarman’s Latest Stock Picks

Seth Klarman’s book Margin of Safety sells at prices up to $1,500- that’s how much the investing community thinks it’s worth just to read his thoughts......(read more)
BAUPOST GROUP

Is Oracle A Screaming Buy?

Oracle Corporation (NASDAQ:ORCL) was one of the most popular technology stocks among hedge funds and other notable investors during the second quarter......(read more)
setting up a hedge fund

Hedge Fund News: George Soros, Seth Klarman, Crispin Odey

Barack Obama Super PAC Raises $13 Million From Silicon Valley, Unions, George Soros (HuffingtonPost) Silicon Valley has supported President Barack Obama......(read more)
02 Jamie Zimmerman

Litespeed Management Is Having A Great 2012

By tracking hedge fund holdings, and observing changes in prices of the stocks they own over time, we can approximate hedge fund performance. Recently......(read more)
BAUPOST GROUP

Is BP a Good Stock to Buy?

Yes, we know that the general public is still sour on BP plc (NYSE:BP) more than two years after the Deepwater Horizon accident, and that investor sentiment......(read more)
hedge fund research

Hedge Fund News: George Soros, Seth Klarman, Carl Icahn

George Soros Buys Convertible Bonds In Digital River (ValueWalk) George Soros’, Soros Fund Management, a hedge fund management company, which he founded......(read more)
HIGHBRIDGE CAPITAL MANAGEMENT

Why is Highbridge Capital Upping Its Stake in This Tech Company?

In a 13G filing last week, billionaire fund manager Glenn Russell Dubin of Highbridge Capital Management announced that his firm now had a 5.15% ownership......(read more)
BAUPOST GROUP

Is HP Cheap Now?

Hewlett-Packard Company (NYSE:HPQ) CEO Meg Whitman recently gave earnings guidance for the 2013 fiscal year (which ends next October) which disappointed......(read more)
Third Point 2014 Q3 Investor Letter

Hedge Fund News: Dan Loeb, Bill Ackman, D.E. Shaw

Third Point Faces New Accusations Over Fairfax Shares Debacle (ValueWalk) Dan Loeb’s Third Point has been accused again of conspiring to destroy Fairfax......(read more)
BAUPOST GROUP

Billionaire Seth Klarman’s Favorite Healthcare Stocks

The Baupost Group, managed by value investor Seth Klarman (author of Margin of Safety), is one of the largest hedge funds in the world. It invests in......(read more)
BAUPOST GROUP

Billionaire Seth Klarman’s Latest Stock Picks

The Baupost Group, managed by Seth Klarman, filed its 13F with the SEC for the second quarter of 2012 this week. Klarman is a value investor known for......(read more)
David Shaw

Hedge Fund News: David Shaw, Daniel Loeb, Seth Klarman

DE Shaw Founder Building $75M Mansion (HedgeFund) A sprawling mansion on a hill is in the works for D.E. Shaw & Co. founder David Shaw and his family......(read more)
Yahoo! Inc. (NASDAQ:YHOO)

Hedge Fund News: Yahoo, David Einhorn, Dan Loeb

Third Point’s Loeb boosts Yahoo stake (Reuters) Hedge fund manager Daniel Loeb has upped his stake in Yahoo Inc (YHOO.O) by about 2.5 million shares......(read more)
BAUPOST GROUP

Hedge Fund News: Seth Klarman, Man Group, Telus Corp

Hedge fund manager: patient and confident enough to do nothing (CSMonitor) My post yesterday contrasting Seth Klarman with many of his more well-known......(read more)
BAUPOST GROUP

Hedge Fund News: Seth Klarman, Nouriel Roubini, Dynegy Inc

The Oracle of Boston (Economist) HEDGE-FUND bosses rarely double as cult authors. But an out-of-print book by Seth Klarman, the boss of the Baupost Group......(read more)
Julian Robertson

Hedge Fund News: William Ackman, Julian Robertson, Seth Klarman

Ackman Puts Stamp On Canadian Pacific With New CEO (Bloomberg) William Ackman had to wait only six weeks after winning a proxy fight at Canadian Pacific......(read more)
BAUPOST GROUP

Seth Klarman’s Q1 Top Stock Picks

Last year was not a good year for hedge funds. The entire hedge fund industry struggled during the past year, but there were some exceptions. Take Seth......(read more)
Julian Robertson

Hedge Fund News : Seth Klarman, Hedge Fund Start-Ups Loses Appeal, Ex-Summit Chief for Insider Trading

Trient Asset Management of Norway, Tiger Management Announce Strategic Partnership Focussed on Global Macro (EON) Trient Asset Management AS (“Trient......(read more)
BAUPOST GROUP

Baupost Group’s $1B Lawsuit Against Bank of America $BAC Dismissed

This week, “New York State Supreme Court Justice Barbara Kapnick dismissed the complaint filed last year by Walnut Place LLC and related entities......(read more)
BAUPOST GROUP

Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…

Seth Klarman’s Margin of Safety (Frank Voisin) Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can......(read more)
Top 4 Strengths a Successful Entrepreneur Needs

Hedge Fund News: Buffett, Klarman, D.E. Shaw, Lampert…

Bumpy Road for Buffett as Insurance Funds Dry Up (Bloomberg) Bloomberg’s Dominic Chu reports that Warren Buffett, the former hedge fund manager......(read more)
ESL INVESTMENTS

Hedge Fund News: Buffett, Lampert, Klarman, Soros…

Buffett Reveals Warts as He Prepares Annual Letter (Bloomberg) Warren Buffett bought oil stocks near the peak of an energy boom, declined to spend $35......(read more)
Jim Chanos puppeteer

Hedge Fund News: Jim Chanos, Rogers, Baupost, Paulson…

Chanos, Zimmerman on Hedge Fund History (Bloomberg) Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed......(read more)
HARBINGER

Hedge Fund News: Falcone & LightSquared, Hedge Funds Buy Banks, Insider Trading Cases…

Billionaire Falcone: No Lightsquared Bankruptcy (Reuters) Hedge fund manager Philip Falcone is ruling out a bankruptcy filing for his telecom startup......(read more)
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