Posts Tagged ‘Stephen Mandel Lone Pine Capital’

Marcato Capital

Hedge Fund News: Mick McGuire, Paul Singer, Warren Buffett

Breakup: Activist Fund Looking to Split Lear (CNBC) Nearly three years after taking a substantial stake in the auto supplier Lear, the activist hedge......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stay Away From Stephen Mandel’s Top Stock Picks

The 13F filings of Stephen Mandel, who manages Lone Pine Capital, reveal that his large-cap stock picks (those with market caps between above $20 billion......(read more)
John-Griffin2-e1353509650950

Avoid These Stock Picks of John Griffin

By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps......(read more)
Bill Ackman in crowd

Hedge Fund Week in Review: Activist Action

Here are the eleven most important moves made in the hedge fund world this week. Bill Ackman reduced his Herbalife short significantly, replacing it......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Wal-Mart Stores, Inc. (WMT), Lowe’s Companies, Inc. (LOW) & More: The Smart Money’s Top 10 Retail Plays

In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions......(read more)
APPALOOSA MANAGEMENT LP

American International Group Inc (AIG), Citigroup Inc. (C) & JPMorgan Chase & Co. (JPM) Lead The Most Popular Financial Stocks In The Hedge Fund Industry

There are a number of things we look for when hedge funds and other major investors release their quarterly 13F filings. Of course, any new picks from......(read more)
Millennium Management, Catapult Capital Management

Exxon Mobil Corporation (XOM), Anadarko Petroleum Corporation (APC) Among The 10 Most Popular Energy Stocks Among Hedge Funds

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

Warren Buffett and Insiders are Betting On General Motors Company (GM) & More

Quarterly filings from Warren Buffett’s Berkshire Hathaway are highly anticipated in the financial community- many investors and market watchers are......(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)
Outerwall Inc (NASDAQ:OUTR)

This Hedge Fund Is Bullish On Outerwall Inc (OUTR), Equinix Inc (EQIX) & More

John C. Walker is the manager of Stonerise Capital Management. At Insider Monkey, our research shows that watching hedge fund sentiment can help average......(read more)
Andreas Halvorsen

Comcast Corporation (CMCSA), Time Warner Inc (TWX), Intuitive Surgical, Inc. (ISRG) Are On Billionaire Andreas Halvorsen’s ‘Top Pick’ List

In August, billionaire Andreas Halvorsen’s Viking Global filed its 13F for the second quarter of 2013 with the SEC, disclosing many of its long equity......(read more)
OMEGA ADVISORS

Sprint Corporation (S), QUALCOMM, Inc. (QCOM): Billionaire Leon Cooperman Bought More Communications Tech Last Quarter

Our research shows that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more......(read more)
TIGER GLOBAL Investor Letter

Why Tiger Global Traded Groupon Inc (GRPN) For Priceline.com Inc (PCLN)

Tiger Global, whose co-founders and managers include billionaire and Tiger Cub Chase Coleman, recently filed its 13F for the second quarter of 2013. We......(read more)
Thomas-Steyer-e1351513531594

$20B Farallon Capital Is Betting Big On Yahoo! Inc. (YHOO), Charter Communications, Inc. (CHTR)

Andrew J.M. Spokes is the manager of Farallon Capital Management, after the retirement of Thomas Steyer (below) in 2012.  Farallon was founded in 1986......(read more)
BRIDGEWATER ASSOCIATES

The Biggest Hedge Fund in the World Loves QUALCOMM, Inc. (QCOM), Hates Microsoft Corporation (MSFT)

Most of billionaire Ray Dalio’s Bridgewater Associates’s capital is invested in macro instruments such as currencies and commodity futures, but a......(read more)
Time Warner Inc (NYSE:TWX)

Insiders Have Been Buying Valeant Pharmaceuticals Intl Inc (VRX), Time Warner Inc (TWX), and More

Studies show that stocks bought by insiders narrowly outperform the market (read our analysis of studies on insider trading). We think that this is because......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Hedge Fund Buying Alerts: Michael Kors Holdings Ltd (KORS), J.C. Penney Company, Inc. (JCP) & More

The most comprehensive picture of what hedge funds own comes in the form of quarterly 13F filings with the SEC, and these filings provide the core of......(read more)
CHILTON INVESTMENT COMPANY

Billionaire Richard Chilton’s Top Stock Picks Include Dollar General Corp. (DG)

Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Richard Chilton’s Chilton Investment Company- whose......(read more)
genetically modified foods

Monsanto Company (MON) Is a Top Pick of Bain Capital’s Brookside

In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its......(read more)
eBay Inc (NASDAQ:EBAY)

Recent Insider Buys: eBay Inc (EBAY), Ingersoll-Rand PLC (IR), and Nabors Industries Ltd. (NBR)

According to Insider Monkey’s analysis of studies on the subject, stocks bought by insiders tend to slightly outperform the market on average. While......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Small Cap Picks Include WABCO Holdings Inc. (WBC)

Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Stephen Mandel’s Lone Pine Capital. We’ve found that......(read more)
OMEGA ADVISORS

Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More

One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors......(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)
TIGER MANAGEMENT

Billionaire Julian Robertson’s Long Term Stock Picks Include Google Inc (GOOG)

In May, billionaire Julian Robertson filed his 13F with the SEC, disclosing many of his long equity positions as of the end of March. Obviously this information......(read more)
David Blood

David Blood and Al Gore’s Top Picks Include QUALCOMM, Inc. (QCOM)

In May, Generation Investment Management, a hedge fund co-managed by David Blood and former Vice President Al Gore, filed its 13F for the first quarter......(read more)
Top 4 Strengths a Successful Entrepreneur Needs

Warren Buffett Adds More DaVita HealthCare Partners Inc (DVA) to Berkshire’s Portfolio

According to a filing with the SEC, Warren Buffett’s holding company Berkshire Hathaway has continued to buy shares of DaVita HealthCare Partners Inc......(read more)
Andreas Halvorsen

Billionaire Andreas Halvorsen’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)

The PEG ratio takes into account both a stock’s P/E multiple and analyst expectations for future earnings growth, and therefore serves as one way to......(read more)

Insiders Have Bought Chesapeake Energy Corporation (CHK), Dollar Tree, Inc. (DLTR), and More

Our analysis of studies on insider trading has led us to conclude that stocks bought by insiders slightly outperform the market. Our explanation for this......(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)
Andreas Halvorsen

Billionaire Andreas Halvorsen’s Cheap Stock Picks Include Capital One Financial Corp. (COF)

Viking Global, a hedge fund managed by billionaire and Tiger Cub Andreas Halvorsen, filed its 13F for the first quarter of 2013 with the SEC in May. These......(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)
Carl Icahn

Insiders Have Bought Chesapeake Energy Corporation (CHK), Copart, Inc. (CPRT), and More

Our analysis of studies on insider trading shows that while insider selling is generally not informative, stocks bought by insiders tend to narrowly outperform......(read more)
Valeant Pharmaceuticals Intl Inc (NYSE:VRX)

An Insider And His Wife Are Buying Valeant Pharmaceuticals Intl Inc (VRX)

According to a filing with the SEC, between June 11th and 12th Valeant Pharmaceuticals Intl Inc (NYSE:VRX) Board member Lloyd Segal directly purchased......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel and Insiders Like American International Group Inc (AIG) And More

Company insiders should be unlikely to buy the company’s stock unless they are particularly confident in the business’s prospects; otherwise, economic......(read more)
CHILTON INVESTMENT COMPANY

Insiders and Billionaire Richard Chilton Like Dollar General Corp. (DG) and More

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Richard Chilton’s Chilton Investment......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Dollar General Corp. (DG), The Gap Inc. (GPS): Billionaire Stephen Mandel’s Consumer Stock Picks Include Gap

We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our......(read more)
Andreas Halvorsen

What Does Billionaire Andreas Halvorsen See In Michael Kors Holdings Ltd (KORS)?

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Andreas Halvorsen’s Viking......(read more)
TIGER MANAGEMENT

Billionaire Julian Robertson’s New Stock Picks Include Monsanto Company (MON), McGraw Hill Financial Inc (MHFI)

In May, billionaire Julian Robertson- well known as the founder of Tiger Management and mentor to several “Tiger Cubs” who have since become successful......(read more)
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)

Hedge Funds Are Buying J.B. Hunt Transport Services, Inc. (JBHT)

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) has experienced an increase in enthusiasm from smart money recently. To the average investor, there are......(read more)
YORK CAPITAL MANAGEMENT

Billionaire James Dinan’s New Stock Picks Include News Corp (NWSA), Virgin Media Inc. (VMED)

Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose......(read more)
NetEase, Inc (ADR) (NASDAQ:NTES)

Should You Avoid NetEase, Inc (ADR) (NTES)?

NetEase, Inc (ADR) (NASDAQ:NTES) has experienced a decrease in hedge fund sentiment recently. According to most market participants, hedge funds are perceived......(read more)
workday-logo

Hedge Funds Are Betting On Workday Inc (WDAY)

Workday Inc (NYSE:WDAY) has experienced an increase in activity from the world’s largest hedge funds of late. In the 21st century investor’s toolkit......(read more)
WABCO Holdings Inc. (NYSE:WBC)

Is WABCO Holdings Inc. (WBC) Going to Burn These Hedge Funds?

WABCO Holdings Inc. (NYSE:WBC) was in 33 hedge funds’ portfolio at the end of March. WBC investors should pay attention to an increase in hedge......(read more)
Dollar General Corp. (NYSE:DG)

This Metric Says You Are Smart to Buy Dollar General Corp. (DG)

Is Dollar General Corp. (NYSE:DG) a buy, sell, or hold? The best stock pickers are betting on the stock. The number of bullish hedge fund positions moved......(read more)
Third Point 2014 Q3 Investor Letter

Insiders Have Bought American International Group Inc (AIG) and More of Billionaire Dan Loeb’s Picks

Studies show that stocks bought by insiders tend to narrowly outperform the market (read our analysis of studies on insider trading) which we’d attribute......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Google Inc (GOOG), Priceline.com Inc (PCLN): Billionaire Stephen Mandel’s Top Stocks

Billionaire Stephen Mandel has some $17 billion in assets under management. Mandel is also a Tiger cub, leaving Julian Robertson’s Tiger Management......(read more)
setting up a hedge fund

Insiders and Billionaire George Soros Like American International Group Inc (AIG) and More

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire George Soros. These filings can be used......(read more)
Biggest IPOs in US History

Visa Inc (V): Insiders Aren’t Crazy About It

Is Visa Inc (NYSE:V) a buy right now? Prominent investors are buying. The number of bullish hedge fund bets improved by 7 lately. To the average investor......(read more)
Biggest IPOs in US History

Here is What Hedge Funds Think About Charter Communications, Inc. (CHTR)

Is Charter Communications, Inc. (NASDAQ:CHTR) a healthy stock for your portfolio? Prominent investors are in an optimistic mood. The number of bullish......(read more)
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