Celgene Corporation (CELG): Here’s What Polen Capital Thinks About It
Florida-based Polen Capital sees value in Celgene Corporation (NASDAQ:CELG), which struggled during the past year.
Author Archive - M.Nadeem
Nike Inc (NKE) Could Deliver Mid-Teens EPS Growth Over Long Term: Polen Capital
Florida-based investment management firm Polen Capital is bullish on Nike Inc (NYSE:NKE).
Regeneron Pharmaceuticals Inc (REGN)’s Dupixent Has Multi-Billion-Dollar Potential: Polen Capital
Florida-based investment manager Polen Capital is bullish on Regeneron Pharmaceuticals Inc (NASDAQ:REGN), a New York-based biotech company with six FDA-approved medicines and ...
Greenlight Capital 2017 Q4 Investor Letter
The hedge fund returned (1.6%), net of fees and expenses, in the fourth quarter of 2017, bringing the year-to-date net return to 1.6%.
Amazon.com, Inc. (AMZN): Here’s Why Polen Capital Doesn’t Love It
Polen Capital, a Florida-based investment management firm, doesn’t own any shares of Amazon.com, Inc. (NASDAQ:AMZN).
Polen Capital Q4 Focus Growth Commentary
Polen Capital, an independently-owned global investment manager, recently published its fourth-quarter focus growth commentary.
Here Is How Wedgewood Partners Views Visa Inc (NYSE:V)
Missouri-based investment firm Wedgewood Partners is bullish on Visa Inc (NYSE:V), a $286-billion market cap payments technology company headquartered in California.
Charles Schwab Corp (SCHW): Wedgewood Loves This Finance Stock
Missouri-based investment firm Wedgewood Partners is bullish on Charles Schwab Corp (NYSE:SCHW), a $72-billion market cap bank and brokerage company.
Schlumberger Limited. (SLB) and Core Laboratories N.V. (CLB): Here’s What Wedgewood Says About Oil Stocks
Investors and oil executives are confident about growth this year.
Priceline Group Inc (PCLN): Wedgewood Cuts Stake But Still Sees Value In It
Missouri-based investment firm Wedgewood Partners trimmed its position in Priceline Group Inc (NASDAQ:PCLN) last year but the investor still sees a value in the $95-billion market...
Kraft Heinz Co (KHC) Needs Major Acquisition to Drive Stock ‘Meaningfully Higher’: Wedgewood
Wedgewood Partners, a Missouri-based investment firm, recently released its Q4 investor letter in which it discussed Kraft Heinz Co (NASDAQ:KHC) and other companies.
Celgene Corporation (CELG) Offers Compelling Growth Opportunity: Wedgewood
Missouri-based investment firm Wedgewood Partners loves Celgene Corporation (NASDAQ:CELG), an $81-billion global biopharmaceutical company whose shares lost nearly 10% of their...
Apple Inc. (AAPL): Here Is What Wedgewood Thinks About iPhone Maker
Wedgewood Partners, a Missouri-based investment advisory firm, is bullish on, Apple Inc. (NASDAQ:AAPL) which had a good year in 2017.
Wedgewood Partners Q4 Investor Letter
In the Wedgewood’s portfolio, top performance detractors during 2017 were Schlumberger, Celgene, Core Labs, Kraft Heinz and T.J.
Franklin Covey Co. (FC): Wiedower Capital Is Bullish On New SaaS Business Model
Texas-based Wiedower Capital, an investment firm that focuses on small caps, is bullish on Franklin Covey Co.
Parks! America, Inc. (PRKA) Is ‘Extremely Undervalued’: Wiedower Capital
Wiedower Capital, a Texas-based small cap, value-oriented investment firm led by Travis Wiedower, is bullish on Parks! America, Inc.
Issuer Direct Corp (ISDR): Wiedower Capital Is Crazy About It
Wiedower Capital, a Texas-based investment firm that focuses on small caps, is bullish on Issuer Direct Corp (NYSEAMERICAN:ISDR).
Wiedower Capital 2017 Investor Letter
The investment firm, led by Travis Wiedower, focuses on "very high quality companies" that "can compound their value for the next 10+ years" and on "tiny companies that are overlooked...
Is Godaddy Inc (GDDY) a Good Stock to Buy in 2018?
Godaddy Inc (NYSE:GDDY) is Arizona-based web hosting and domain name registration company, having a market cap of more than $8 billion.
Pershing Square Sells Entire Stake in Nomad Foods Limited (NOMD)
Pershing Square closed its position in Nomad Foods Limited (NYSE:NOMD) during the third quarter.
Platform Specialty Products Corp (PAH): Here Is What Pershing Square Thinks About It
Platform Specialty Products Corp (NYSE:PAH) is a $3-billion market cap producer of high-technology specialty chemical products.
Pershing Square Closes Short Position in Herbalife Ltd. (HLF); Read Fund’s Detailed Analysis
Bill Ackman’s Pershing Square closed its short stock position in Herbalife Ltd. (NYSE:HLF) and bought options to sell shares of the nutrition company.
Pershing Square Sells Entire Stake in Air Products and Chemicals, Inc. (APD)
Pershing Square sold its entire stake in Air Products and Chemicals, Inc. (NYSE:APD).
Tidewater Inc. (TDW): Third Avenue Is Bullish On This Offshore Vessels Operator
Martin Whitman’s Third Avenue Management opened a new position in Tidewater Inc. (NYSE:TDW) during the third quarter, according to the fund’s Q3 investor letter.
Third Avenue Management Q3 Investor Letter – Value Fund
TAVFX is Third Avenue’s flagship mutual fund strategy focusing on investing in undervalued securities across industries, regions and market capitalizations.
Howard Hughes Corp (HHC) Could Win Big From Tax Cuts: Pershing Square
Bill Ackman’s Pershing Square Capital Management is bullish on Howard Hughes Corp (NYSE:HHC) and the hedge fund believes that the real estate developer would get a boost from...
Mondelez International Inc (MDLZ) Is ‘Substantially Undervalued’: Pershing Square
Bill Ackman's Pershing Square Capital Management believes that Mondelez International Inc (NASDAQ:MDLZ) shares are substantially undervalued" given the company's "high business...
Automatic Data Processing (ADP) Is Undervalued: Pershing Square
Pershing Square sees an upside potential in Automatic Data Processing (NASDAQ:ADP), a $51-billion market cap payroll processing giant.
Pershing Square Q3 Investor Letter
Bill Ackman‘s Pershing Square Capital Management reported disappointing returns for the third quarter of 2017.
Pershing Square Holdings was down 3.7% after fees during the third quarter, according to the fund’s recent letter to investors.
Emergent Capital Inc (EMGC): Evermore Global Advisors Bullish On It
Evermore Global Advisors is bullish on Emergent Capital Inc (OTCMKTS:EMGC), a $64-million market alternative finance company that invests in life settlements.
Evermore Closes Its Position In Retail Holdings NV (RHDGF)
Evermore Global Advisors sold its stake in Retail Holdings NV (OTCMKTS:RHDGF) in the third quarter, according to the investor's Q3 investor letter (you can download a copy here...
Xperi Corporation (XPER): Evermore Global Opens New Position
Evermore Global Advisors sees a value in Xperi Corporation (NASDAQ:XPER), a California-based technology firm in which the fund started a new position during the third quarter.
Evermore Global Advisors Q3 Investor Letter
The chart below shows performance of the fund’s Institutional Class shares (EVGIX), the HFRX Event Driven Index (HFRX ED), the MSCI All Country World Index ex USA (MSCI ACWI...
Amazon.com, Inc. (AMZN): IP Capital Calls Jeff Bezos’ New Bets ‘Truly Astonishing’
IP Capital, a Brazil-based asset management firm, is bullish e-commerce giant Amazon.com, Inc. (NASDAQ:AMZN).
Wells Fargo & Co (WFC): IP Capital Is Optimistic About It
IP Capital Partners recently released its Q3 investor letter (download a copy here).
IP Capital Q3 Investor Letter
IP Capital Partners, the first independent asset management company in Brazil, recently released its Q3 investor letter (you can download a copy below).
Hedge Fund Managers Share 6 Best Investing Ideas for 2018
At this year's Sohn Investment conference in London, some of the renowned hedge fund managers shared their best ideas about investing next year.
Old Republic International Corporation (ORI): Bireme Capital Opens New Position in Q3
Bireme Capital recently released its Q3 investor letter (you can download a copy here) in which the hedge fund discussed its investment thesis on Old Republic International Corporation...
Twenty-First Century Fox Inc (FOXA): Bireme Capital Sees Great Value In ‘Hidden Assets’
Bireme Capital is bullish on Twenty-First Century Fox Inc (NASDAQ:FOXA).
Express Scripts Holding Company (ESRX): Bireme Capital Betting Big On This PBM Company
Bireme Capital sees a value in Express Scripts Holding Company (NASDAQ:ESRX), a $34-billion market cap pharmacy benefit management (PBM) company in North America.
Humana Inc (HUM): Bireme Capital Sells Entire Stake In Louisville-Based Health Insurer
Humana Inc (NYSE:HUM) is a no more darling of Bireme Capital, which sold shares of the health insurance company during the third quarter.
Bireme Capital Q3 Investor Letter
Bireme Capital recently published its Q3 investor letter (you can download a copy below). In the letter, the hedge fund said that its flagship U.S.
Aimia Inc (AIM): Mittleman Brothers Loves This Data-Driven Marketing And Loyalty Analytics Firm
Mittleman Brothers recently published its Q3 investor letter (you can download a copy here).
KT Corp (ADR) (KT): Mittleman Brothers Sees 73% Upside
KT Corp (ADR) (NYSE:KT), a South Korea-based telecommunications service provider, did not do well for Mittleman Brothers in the third quarter, dropping 17% from $16.64 to $13....
Revlon Inc (REV): Mittleman Brothers Is Crazy About It
Mittleman Brothers recently released its Q3 investor letter (you can download a copy here), discussing its investment thesis on Revlon Inc (NYSE:REV) and other companies.
International Game Technology Ordinary Shares (IGT): Mittleman Is Bullish On This Gaming Stock
International Game Technology Ordinary Shares (NYSE:IGT) is among the top three contributors to Mittleman Investment Management’s third-quarter performance.
Mittleman Investment Management Q3 Investor Letter
New York-based Mittleman Investment Management recently released its Q3 investor letter. You can download a copy below.
Revlon Inc (REV): Here Is What Laughing Water Capital Think About Cosmetics Firm
Laughing Water Capital recently released its Q3 investor letter (you can download a copy here), discussing its investment thesis on Revlon Inc (NYSE:REV) and other companies.
NOW Inc (DNOW) Is Bet On Oil Prices; Laughing Water Capital Exits Position
Laughing Water Capital sold its entire stake in NOW Inc (NYSE:DNOW) during the third quarter, calling it a bet on oil prices. NOW Inc.
Iteris Inc (ITI): Laughing Water Capital Loves This Top Performing Stock
Laughing Water Capital is bullish on Iteris Inc (NASDAQ:ITI), a California-based firm which is engaged in providing information solutions for the transportation and agriculture...
