Posts Tagged ‘Value Investing Congress’

Greenlight Capital

David Einhorn and Insiders Are Bullish About These Stocks

Quarterly filings from major hedge funds are highly anticipated in the financial community — many investors and market watchers are at least somewhat......(read more)

Hedge Fund Highlights: Jeffrey Ubben, D.E. Shaw, Microsoft Corporation (MSFT)

Editor’s Note: K12 Inc. (NYSE:LRN), Safeway Inc. (NYSE:SWY), United Rentals, Inc. (NYSE:URI), Microsoft Corporation (NASDAQ:MSFT), Apple Inc......(read more)
Michael Castor, Sio Capital

Michael Castor’s Sio Capital Knows How to Beat the Market: Cardinal Health Inc (CAH), Small Pharma & More

There are thousands of hedge funds in action today–about 8,000 to be exact–but there are those that stand out amongst the crowd. Michael Castor......(read more)

Hedge Fund News: Paul Singer, Chipotle Mexican Grill, Inc. (CMG), Herbalife Ltd. (HLF)

Editor’s Note: Related tickers: Chipotle Mexican Grill, Inc. (NYSE:CMG), Herbalife Ltd. (NYSE:HLF), Hess Corp. (NYSE:HES), Citigroup Inc (NYSE:C......(read more)

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

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)
Hedge Fund Strategies

Hedge Fund News: Carl Icahn, Citigroup Inc. (C), Eli Lilly & Co. (LLY)

Greenbrier rejects Icahn offer again, says it is ‘unacceptable’ (Reuters) U.S. railcar maker Greenbrier Companies Inc (NYSE:GBX) has yet again......(read more)

Hedge Fund News: Whitney Tilson, Julian Robertson, Apple Inc (AAPL)

Whitney Tilson To Investors: Bet You $25,000 Obama Wins Tomorrow (Forbes) With election day just hours away hedge fund titan Whitney Tilson is putting......(read more)
Southpoint Capital Investor Letter

Hedge Fund News: David Einhorn, George Soros, Ron Paul

How to Short Like David Einhorn (Minyanville) I recently came across an old transcript of a David Einhorn speech at the Value Investing Congress in 2006......(read more)

Netflix Inc (NFLX) is a Takeover Candidate

Whitney Tilson explained why he is bullish about Netflix Inc (NASDAQ:NFLX), Berkshire Hathaway Inc (NYSE:BRK.A), and Howard Hughes Corp (NYSE:HHC) at......(read more)

Turnaround Investing – A Good Pitch to Swing At

Here is hedge fund manager Lloyd Khaner’s best turnaround investing idea. The stock has the potential to deliver triple digit returns:...(read more)

3 Stocks with 50 Percent Upside Potential

Mick McGuire knows how to pick stocks. He used to work for billionaire Bill Ackman’s Pershing Square. Now he is on his own, managing $750 million......(read more)

Billionaire Bill Ackman’s Awesome 100-Page Presentation

Billionaire hedge fund manager Bill Ackman became a billionaire by delivering strong returns for his investors. At this year’s New York Value Investing......(read more)

59-Page Presentation From Under-the-Radar Hedge Funder Kian Ghazi

We met Kian Ghazi at the 2012 Value Investing Congress. Ghazi’s hedge fund returned 58% cumulatively between its inception and the end of 2010,......(read more)

Was Einhorn Right to Go After Green Mountain?

David Einhorn is back at it again—going after Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR) yesterday, on day two of the 8th Annual Value Investing......(read more)

Hedge Fund News: Dan Loeb, David Einhorn, Steven Cohen

Dan Loeb Has New Position in Greek Government Debt, Up 3.4% in August (ValueWalk) We have just obtained Dan Loeb’s Third Point hedge fund stat sheet......(read more)

Is Netflix a Better Buy Than Amazon? This Hedge Fund Manager Thinks So

During Whitney Tilson’s presentation yesterday at the 8th Annual Value Investing Congress he identified three key long ideas. Tilson founded T2 Partners......(read more)
Marcato Capital

Value Investing Congress 2012: Mick McGuire’s Top Picks

Yesterday Mick McGuire, founder of Marcato Capital Management announced three mid-cap stocks that he likes for long positions. Marcato focuses on value......(read more)

Einhorn Is Right on Chipotle

It’s hard to think of a better example of “love the company, hate the stock” than Chipotle Mexican Grill, Inc. (NYSE:CMG). Maybe Amazon. Maybe.......(read more)

Roepers Is Right On Energizer

Between April and June 2012, Atlantic Investment Management reduced its position in Energizer Holdings, Inc. (NYSE:ENR) by 9% to finish the second quarter......(read more)
Bill Ackman

Value Investing Congress 2012: Bill Ackman’s Favorite Long Idea

At the end of day one of the 8th Annual Value Investing Congress in New York, Bill Ackman presented his thesis on one of his biggest long ideas. His battle......(read more)
Apple Inc. (NASDAQ:AAPL)

Hedge Fund News: Leon Cooperman, Steven Cohen, Apple

Apple has quietly created the world’s largest hedge fund worth $117 billion (Sys-Con) Apple is not only the most profitable company in the world, but......(read more)

Hedge Fund News: Jon Corzine, Louis Bacon, Robert Bishop

Corzine not likely to start a hedge fund anytime soon (Opalesque) Troubled broker and former chief executive of bankrupt brokerage firm MF Global Jon......(read more)
Southpoint Capital Investor Letter

Value Investing Congress Early Bird Discount Expires Friday!

We will be at this year’s Value Investing Congress. The Early Bird Rate (the absolute best price to attend the 8th Annual New York Value Investing......(read more)

Billionaire Bill Ackman’s Next Big Idea

Billionaire Bill Ackman will be a keynote speaker at the 8th Annual New York Value Investing Congress, October 1 & 2, 2012 in New York City. Joining......(read more)
Barry Rosenstein JANA PARTNERS

Think You’re Smarter Than Hedge Fund Managers?

You may think you ‘re smarter than most hedge fund managers. Well, here is your chance to prove it. The Value Investing Congress and SumZero, Inc......(read more)
The Procter & Gamble Company (NYSE:PG)

Hedge Fund News: Lee Robinson, Mitt Romney, Procter & Gamble

June losses weigh heavy on Robinson’s Altana (eFinancialNews) Altana Wealth, the Monaco-based hedge fund firm set up by Lee Robinson, saw its two......(read more)

Hedge Funds Lose Big on Green Mountain Coffee Roasters $GMCR

Green Mountain Coffee Roasters (GMCR) shares fell almost 37% in trading on Thursday, from $67.02 at close Wednesday to $42.25 a share at 11:39am EST.......(read more)
David Einhorn Greenlight Capital

Fonclare Steps Back, Failed Einhorn Mets Deal, MF Global, MoMath

Fonclare Steps Back from Managing Jupiter Fund as Part of Wider Merger Plans (CityWire) Citywire A-rated manager Cedric de Fonclare has stepped back from......(read more)

Green Mountain Coffee $GMCR Shorts Highest Since 2009

Green Mountain Coffee Roasters (GMCR) Shorts are at the highest they have been in over two years. Businessweek reports, “traders are paying the......(read more)

Leon Cooperman Criticizes Apple $AAPL’s Policies

Leon Cooperman, founder of Omega Advisors, criticized various policies and practices at Apple Inc (AAPL) during the Value Investing Congress, reports......(read more)
David Einhorn

David Einhorn Killed SodaStream $SODA As Well As Green Mountain $GMCR

Green Mountain Coffee Roasters (GMCR) wasn’t the only company David Einhorn of Greenlight Partners burnt during his presentation at the Value Investing......(read more)
Can hedge funds beat the market

Pershing Square’s Bill Ackman Discusses His Most Bullish Bets $FBHS $JCP

At the Value Investing Congress Tuesday, Pershing Square‘s Bill Ackman discussed his fund’s most bullish bets. The positions he discussed......(read more)
Williams Companies, Inc. (NYSE:WMB)

Adam Weiss and James Crichton are Bullish on $WMB and $ST

Adam Weiss and James Crichton founded Scout Capital Management in 1999. The pair spoke at the Value Investing Congress on Tuesday. In their presentation......(read more)

Leon Cooperman Discusses Attractive Values at Value Investing Congress

Leon Cooperman, founder of Omega Advisors, discussed what he termed “attractive values” at the Value Investing Congress on Tuesday. This included......(read more)

Eagle Capital Management $GS and $AON Picks Gained 5%

Boykin Curry, founder of Eagle Capital, spoke at the Value Investing Congress this week about time arbitrage reports Benzinga. Curry said that analysts......(read more)
Bill Ackman

Hedge Fund News – Segantii Returned 29% YTD, Hintze Donates to Cameron

Hedge Fund Manager Barton Biggs Boosts Investment on Improving US Data (Businessweek) Barton Biggs, the hedge fund manager who bought stocks when the......(read more)
Jim Chanos puppeteer

Jim Chanos is Relatively Bullish About These Stocks

It is rare to have “Jim Chanos“, the legendary short seller, and “bullish” in the same sentence. Not anymore. Two months ago Insider......(read more)
FAIRHOLME (FAIRX) Bruce Berkowitz

Bruce Berkowitz’s St. Joe (JOE) Investment

Bruce Berkowitz of Fairholme Capital is going to present at the Harbor Investment Conference this week from New York City, and some are speculating that......(read more)

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