Wyndham Hotels & Resorts, Inc. (WH): 2019 Sohn Conference New York Recap
Sohn Conference is my favorite hedge fund event. I haven't missed an event since 2013.
Author Archive - Inan Dogan, PhD
Best Stock Pick From The 2018 Sohn Conference
My favorite hedge fund event is the annual Sohn Conference in New York.
Best Stock Pick From The 2018 Sohn Conference (Part II)
Nathaniel August recommended a position in Peabody Energy (NYSE:BTU) which “is the largest and least expensive way to participate in the coal market” according to this fund...
ValueAct Capital’s CBRE Recommendation Delivers 150% Gain
"On October 2, 2012, ValueAct Capital‘s fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in New York.
Insider Monkey Performance Update
Insider Monkey tracks the purchases and sales of hedge funds and corporate insiders.
Baupost Capital 2018 Q4 Investor Letter
If I had shown you an investor letter from a fund manager whose non-micro-cap stock picks underperformed the market by an average of 2 percentage points annually since 2008 (before...
What’s Happening With Financial News Websites?
Today Seeking Alpha announced the acquisition of CressCap which provide quantitative ratings and data. This acquisition will turn Seeking Alpha’s into a blended platform...
New Stan Druckenmiller Interview on Bloomberg TV
Billionaire Stan Druckenmiller was on Bloomberg TV trying to explain what's going on in the financial markets. We shared another Druckenmiller interview last month.
Hedge Fund Manager Pissed At Luby’s, Inc. (LUB), Nominates His Father To The Board
Activist hedge fund Bandera Partners filed a 13D regarding Luby's, Inc. (NYSE:LUB). Other hedge funds are reducing their bets on the stock.
Q3 2018 Hedge Fund Holdings, Returns, Most Popular Stocks, Billionaire’s Biggest Moves, & More
Globally hedge funds manage more than $3.5 trillion based on our estimates.
30 Stocks Billionaires Are Crazy About: Insider Monkey Billionaire Stock Index
Equity hedge funds on average hedge around 30-70% of their long exposure depending on their views of the market conditions. We have been in a bull market since March 2009.
Stan Druckenmiller Interview
Real Vision interviewed billionaire Stan Druckenmiller. This legendary investor managed to return 30% annually over a 30 year period.
Trade War Casualty or Hugely Undervalued Stock?
Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios.
25 Most Popular Stocks Among Hedge Funds in 2018
Media has an inherent bias towards hedge funds. When bull market is raging, they criticize hedge funds for not keeping up with the S&P 500 Index.
Highlights From The Sohn Conference in San Francisco
None of the Sohn Conferences is as exciting as the New York Conference but Sohn's San Francisco Conference comes close.
Maran Capital 2018Q3 Investor Letter: Clarus Corp, Turning Point Brands
Dan Roller's Maran Capital published its investor letter for the third quarter of 2018.
Clearbridge Investments Betting On A Shift From Growth and Momentum
Clearbridge Investments published its third quarter commentary.
What??? Are Hedge Fund Hotels Really Getting Liquidated?
We have been covering hedge funds for the last 8 years and noticed that for the most part financial journalists love to bash hedge funds.
Nelson Peltz, PPG, PG, GE: What Trump Gives Trump Takes Away
Most of the time investors don't get hurt badly when they don't pay attention to macro developments.
Does Seth Klarman Have Any Plans Regarding Viasat Inc (VSAT) At All?
Seth Klarman's Baupost controls more than 23% of Viasat Inc (NASDAQ:VSAT)'s outstanding shares. Baupost has been a decade long investor in this sleepy stock.
Warren Buffett Should Talk To Ted Weschler about Optical Cable Corp (OCC)
One of Berkshire Hathaway's investment managers, Ted Weschler, disclosed a 5.25% stake in tiny Optical Cable Corp (NASDAQ:OCC).
2 Reasons Why Alphabet Inc. (GOOG) Is Way Overvalued and Should Be Regulated
One hundred fifty years ago Standard Oil became the largest oil refinery company in the world.
Richard Mashaal’s Senvest Management Targeting Northstar Realty Europe Corp. (NRE)
Richard Mashaal is known as a shrewd value investor though he got burned in 2015 and 2016 by his unfortunate bets on NorthStar Asset Management, NorthStar Realty Finance, and ...
Is China Biologic Products Inc. (CBPO) A Good Stock To Buy? Centurium Capital Thinks So
We usually stay away from Chinese companies but we came across an interesting idea recently.
Zeff Capital vs. Tsr Inc (TSRI) CEO: Who is Trying To Steal the Company From Whom?
TSR Inc (NASDAQ:TSRI) is a small computer staffing company in Long Island.
Billionaire Jeff Vinik Resurfaces and Bets on Turtle Beach Corp (HEAR)
The last time we have seen a 13F filing from the billionaire owner of the Tampa Bay Lightning was May 2013.
Is Howard Hughes Corp (NYSE:HHC) Really An Attractive Long-Term Investment?
If you owned 7.6 million shares of a stock that is trading at about $130 per share and you wanted to get rid of your shares because the stock's price has been stagnant over the...
Will Standard Industries Acquire GCP Applied Technologies Inc.?
We noticed that 40 North Management has been buying shares of GCP Applied Technologies Inc. (NYSE:GCP) since it filed a 13D 1.5 years ago.
Mighty Elliott Associates’ Failed Mednax Inc. (NYSE:MD) Activist Campaign
Paul Singer's Elliott Associates built a reputation as one of the fiercest activist hedge funds in the investment world.
Here’s How Cliff Asness Sounds When His Quant Strategies Are Failing
Cliff Asness believes in momentum in stock prices, but does he believe in momentum in investment strategies? His PhD thesis was about momentum in stock prices.
Why Everyone Should Be Paying Attention to Blockchain in the Data Economy
It’s growing fast, too — the amount of data produced is set to double every two years.
Here is Why Greenlight Capital Is Down 7.7% in June
Greenlight Capital investors lost 7.7% in June and Greg Zuckerman wrote Greenlight's obituary in a WSJ article.
Jim Roumell Is Bullish On These Value Stocks: Should You Go Short Or Long?
Value stocks have been underperforming growth stocks and value investors have been hurting.
Best Stocks To Buy Right Now According To Best Performing Hedge Funds
Hedge funds used to be extremely good at investing 15-20 years ago. They were delivering amazing returns and charging 2 and 20 or more.
3 Stocks Hedge Funds Are Crazy About
A large percentage of investors don't want to beat or be beaten by the market and they invest in low cost S&P 500 index funds.
Seth Klarman, David Abrams, and Howard Marks on Value Investing: Great Read
One of our readers shared the transcript of a round table talk among Seth Klarman, David Abrams, and Howard Marks almost 10 years ago.
Joel Greenblatt Interview
We haven't covered Joel Greenblatt's stock picks recently. His flagship fund, Gotham Absolute Return (GARIX), returned 58.6% since its inception in August 2012.
18 Reasons To Attend The 2018 Ira Sohn Conference
One of the most exciting days of the year for finance professionals is just a few weeks away.
Einhorn Isn’t Mystified Nor Befuddled By Greenlight Capital’s Large Losses
Greenlight Capital's 2018 Q1 investor letter is out. You can download a copy on our site.
Phyto Partners: A Venture Capital Fund Worth Following In The Marijuana Industry
Insider Monkey is in the business of identifying and following smart insiders, hedge fund managers and prominent investors.
Bloomberg Is Wrong About Hedge Funds Dumping Facebook and Google
Yesterday I saw a lazy article on Bloomberg with the title "Hedge Funds Are Dumping Facebook and Google".
Jana Partners 2017 Q4 Investor Letter
In this article we are going to share highlights from Jana Partners' 2017 Q4 investor letter.
Interviews with David Einhorn and Warren Buffett Protege Todd Combs
We are going to bring two interviews with billionaire hedge fund manager David Einhorn and Warren Buffett's protege Todd Combs.
Long-Term Alibaba Group Holding Ltd (BABA) Investors Should Read This
Alibaba Group Holding Ltd (NYSE:BABA) shares almost doubled since the US presidential elections.
Lakewood Capital 2017 Q3 Investor Letter
We look forward to receiving Lakewood Capital's investor letters every quarter.
Alphabet Inc (GOOGL): Wedgewood Capital Is Crazy About It
Alphabet Inc (NASDAQ:GOOGL) is one of the most popular stocks among hedge funds and active managers.
Wedgewood Capital Investor Letter
Wedgewood Capital recently published its 2017 Q3 investor letter. You can download a copy of Wedgewood Capital's 2017 Q3 investor letter below.
This Hedge Fund Manager Thinks The Market May Increase 30% By December 2018
Mott Capital's Michael Kramer made a bold prediction in his 2017 Q3 investor letter.
Mott Capital 2017 Q3 Investor Letter
Michael Kramer's Mott Capital released its 2017 Q3 investor letter. You can download a copy of the letter below.
