Morgan Stanley’s 10 Best Fresh Money Stocks To Buy
This article continues Insider Monkey’s analysis of how well recent stock recommendations from leading investment banks and advisory firms have......(read more)
Author Archive - Andrei Braghis
Goldman Sachs Fools Small Investors Again?
Most analysts and investors place stocks into three main categories: Buy, Hold/Neutral and Sell. Goldman Sachs Group Inc (NYSE:GS) has one extra group......(read more)
Just How Good Were These Hedge Fund Managers’ Investment Ideas From The 2017 Sohn Conference
One of the top investment conferences, the 2017 Sohn yearly conference gathered hedge funds gurus like David Einhorn or Bill Ackman, who shared some of......(read more)
Five Steel Stocks Hedge Funds Love The Most
Just as the market seemed to be stabilizing after the recent correction, plans to impose import tariffs on steel and aluminum have pushed them back inTO......(read more)
Four Stock Picks By David Einhorn That Might Be Oversold
2017 was a year to forget for David Einhorn and Greenlight Capital. The fund returned just 1.6%, well below S&P500’s 19.4% gain. Things got even......(read more)
A Look At Atlantic Investment Management’s Potential Activist Targets
Alexander J. Roepers founded Atlantic Investment Management in 1988 as a long/short hedge fund. Atlantic Investment uses fundamental analysis with a bottom......(read more)
Two Stocks That Could Become Dan Loeb, Third Point’s Next Activist Targets
Dan Loeb’s Third Point had a decent 2017, as its flagship fund ended the year with a net return of +18.1% according to an investor letter. Although......(read more)
Potential Activist Targets Among Blue Harbour’s Latest Moves?
Clifton Robbins founded Blue Harbour Group in 2004, having previously served as managing member of General Atlantic Partners, LLC, a private equity firm......(read more)
Three Moves by Activist Marcato Capital You Should Pay Attention To
Although Marcato Capital is a relatively new hedge fund, having been established in 2010, it has risen to prominence in the world of activist investment......(read more)
A Look at Jeffrey Smith, Starboard Value’s Potential Activist Targets
Starboard Value, run by Jeffrey Smith, is one of the most famous activist hedge funds and is well known to the investment community. The fund registered......(read more)
Billionaire Investors Are Betting Big On These Defense Stocks
2017 was a great year for defense stocks, some of them rising as much as 30% by the end of December. The rally was fueled mainly by the heated exchange......(read more)
Billionaire Fund Managers Are Bullish On These Biotech Stocks
The biotech sector is well known for its M&A activity, but billionaire fund managers don’t seem to be attracted by the frenzy. They seem to prefer......(read more)
Billionaires Just Love These Stocks That Pay High Taxes
The recent overhaul of the US tax law has stirred a lot of controversy, especially with regard to who stands to benefit the most. One thing is sure –......(read more)
Billionaire Investors are Bullish on These 6 Oil Stocks
Is oil a good bet for 2018? Hedge funds seem to think so according to a recent report by Bloomberg. They are betting heavily on a continued uptrend in......(read more)
Warren Buffett and Billionaires Are Crazy About These 6 Stocks
Undoubtedly one of the best investors ever, Warren Buffett is followed by everybody in the financial world and his statements are carefully analyzed.......(read more)
Verizon Communications Inc. (VZ), Noble Energy, Inc. (NBL) & More: Hedge Funds Are Glad They Sold Off These Stocks
Analyzing the moves of the world’s biggest hedge funds during the second quarter, we have identified and reported a number of significant changes......(read more)
Pioneer Natural Resources (PXD) And Southwestern Energy (SWN) Among E&P Stocks Hedge Funds Grew Increasingly Bullish On
After a double bottom at the $26 level in January, oil prices have staged a rally showing signs of recovery in the exploration and production business......(read more)
Perry Capital’s Long-Term Holdings as It Plans to “Wind Down”
After nearly 30 years at the top of the hedge fund business, Perry Capital is scaling down. At a time when hedge fund managers face intense pressure......(read more)
Leon Cooperman Lawsuit: 5 Stocks That Will Get Crushed if Omega is Forced to Liquidate
Leon Cooperman‘s insider trading scandal is one of the most hot topics these days. The billionaire hedge fund manager is accused of having traded......(read more)
Amazon (AMZN), Charter Communications (CHTR) And 3 Other Hot Stocks That Billionaire Ken Griffin Is Bullish On
While many hedge funds were deep in the red in 2015, Ken Griffin‘s Citadel Investment Group posted double-digit returns. The company’s main......(read more)
Activism-Focused 13D Management Is Betting Big on Lifelock (LOCK) And Howard Hughes (HHC); Plus Three New Additions
Kenneth Squire established 13D Management in late 2011 and is still serving as the fund’s Chief Investment Strategist. Prior to that, he managed......(read more)
Liberty Broadband (LBRDK) & Activision Blizzard (ATVI) Among George Soros’ Soros Fund Management’s Top New Picks
One of the greatest hedge fund managers of all time, George Soros is currently not actively involved in the day-to-day activity of his family office......(read more)
Dow Chemical (DOW), Chimera Investment (CIM) Among Billionaire Leon Cooperman’s Favorite Dividend Stocks
With interest rates still at historical lows, bonds have failed to appease investors’ appetite for yield. What many investors have done is replaced......(read more)
Billionaire Carl Icahn’s Favorite Dividend Stocks: Xerox Corp (XRX), American International Group Inc (AIG) & More
Investors looking for yield have had a hard time generating solid returns, with the interest rates having been kept so low for such a long time. An obvious......(read more)
Five Alcohol Stocks Hedge Funds Like
“There’s a reason you see people in yoga pants all over New York City—not because they’re working out. It’s this idea that a kind of health......(read more)
As Coal Industry Shows Signs of Recovery, Here Are Hedge Funds’ Favorite Coal Miners
The coal industry has been plagued by a large number of bankruptcies over the past two years, as reduced demand and oversupply provided a brutal test......(read more)
Anthony Scaramucci’s SkyBridge Capital Goes Heavy On Consumer Stocks
SkyBridge Capital was founded in 2005 by Anthony Scaramucci, who currently runs the fund together with Raymond Nolte. Hedge fund seeding plays a major......(read more)
High-Paying Dividend Finance Stocks Favored by Smart Money
Investors in financial stocks are on the edge of their seats, as Janet Yellen, the Federal Reserve chairwoman, has recently hinted that there’s......(read more)
Billionaire Louis Bacon Bets Big on Finance, Amazon.com, Inc. (AMZN)
Louis Bacon founded Moore Global Investments in 1989 and has been running the fund ever since. Moore Global employs a global macroeconomic approach to......(read more)
Emerging Sovereign Group Shuffles Top Positions In Bid To Recover Losses
Emerging Sovereign Group was founded in 2002 by Kevin Kenny, Mete Tuncel and Jason Kirschner, who previously worked together at Morgan Stanley, with......(read more)
Eric Mandelblatt Tunes Up Soroban’s Portfolio Betting Big on Telecommunications
Soroban Capital Partners was founded by Eric W. Mandelblatt in 2010 as an activist investors focusing on equity and debt markets. Mandelblatt and Soroban......(read more)
Distressed Securities-Focused Investor Bought These Five Stocks; Should You Follow?
Contrarian Capital was founded in 1995 by Jon Bauer, Janice Stanton and Gil Tenzer after enjoying great success investing in distressed companies while......(read more)
Energy Transfer Equity (ETE) Carries Whetstone Capital to Huge Turnaround
Whetstone Capital Advisors is a value oriented long/short hedge funds, focusing on investing in industries that benefit from secular growth. David Atterbury......(read more)
OZ Management Slashes Fees, Looks for Big Things from ‘Warcraft’ Developer Activision Blizzard (ATVI)
Founded by Daniel S. Och in 1994, OZ Management had developed into one of the largest hedge funds around, boasting more than $39 billion in assets under......(read more)
Five Small-Cap Stocks That Hedge Funds Were Dumping in Q2
For most of the second quarter, US stock market was rather choppy with the most important indices trading it a tight range. As the stock market took......(read more)
Hedge Funds Are Betting Big on These Q2 IPOs
The US initial public offering (IPO) market has been rather quiet during the second quarter. Uncertainty related to a potential interest rate increase......(read more)
5 Stocks That “The World’s Most Bearish Hedge Fund” Actually Likes
Founded in 2001 by John Horseman, Horseman Capital Management is currently managing approximately 2.7 billion worth of assets. Branded “the world......(read more)
Kinder Morgan, Pioneer, Baker Hughes: Which Energy Stocks Are Garnering the Most Interest Among Billionaires?
After a nightmare two years during which oil prices fell from $100 to as low as $26 per barrel, there is finally some optimism among people in the energy......(read more)
Activist Keith Meister Unloads Large Pfizer (PFE) Position, Takes Stakes in B/E Aerospace (BEAV), Johnson Controls (JCI)
A protege of billionaire Carl Icahn, Keith Meister founded Corvex Capital in 2011, managing to attract $250 million in seed money from George Soros. The......(read more)
Billionaire Stanley Druckenmiller Sells Off Consumer Stocks, Loads Up On Materials, Energy
Although Stanley Druckenmiller is not optimistic about the stock market, his family office is still actively managing its equity portfolio. The legendary......(read more)
Crispin Odey Returns To Merger Arbitrage and Gold As Struggles Persist
Famous for managing a 55% return by betting against European banks’ stocks at the height of the 2008 credit crunch, Crispin Odey currently manages......(read more)
David Einhorn Trims Apple (AAPL) Stake, Buys Calpine (CPN), Rite Aid (RAD)
Founded in 1996 by David Einhorn with an initial capital of $900,000, Greenlight Capital has grown into one of the most famous hedge funds around, currently......(read more)
Billionaire Bill Ackman Trims Stake in Zoetis; Still Bullish on Restaurant Brands International, Mondelez
The last 12 months have proved to be a great challenge for billionaire Bill Ackman, one of the mavericks of the hedge fund world. Once his top equity......(read more)
Billionaire Nelson Peltz Dumps Legg Mason (LM), Tiffany (TIF); Boosts Top Holdings
Founded in 2005 by Nelson Peltz, Peter May and Ed Garden, Trian Partners manages more than $13 billion worth of assets and is one of the most famous......(read more)
Here’s Why Alibaba Group Holdings, Alphabet, and Valeant Pharmaceuticals Are in Spotlight Today
US stocks are in the green on Thursday, as investors react to a wave of strong earnings reports from the retail sector. A small decline in weekly jobless......(read more)
Yelp Inc (YELP) Swung To Surprising Profit; A Look at Four Other Earnings Reports
No major moves in the US stock market this Wednesday morning, as investors digest retail earnings reports and are keeping an eye on oil prices. Analysts......(read more)
Fresh Earnings Reports Have Investors Jabbering About These 5 Stocks
U.S. futures are up this morning following the release of the Labor Department’s jobs report, which did not disappoint in the slightest, as the......(read more)
Here Is Why These Five Stocks Are Among Today’s Biggest Losers
With earnings season in full swing, US stocks have dipped into the red territory this morning, as oil prices have extended recent losses, hitting a three......(read more)
Latest Earnings Reports Got Investors Talking about These Stocks
The latest round of earnings releases has given a boost to US futures, pointing to a higher open today, with investors also awaiting the release of manufacturing......(read more)
How Investors Reacted to The Latest Earnings Reports of These Companies
Most investors are smiling today, as the US stock market continues its rally, with the Dow setting a new intraday high. Oil prices are also surging after......(read more)
