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Articles by Mikael Polo

Stock Showdown: Palo Alto Networks Inc (PANW) Vs. Fortinet Inc (FTNT)

Fortinet Inc (NASDAQ:FTNT) and Palo Alto Networks Inc (NYSE:PANW) are two IT-Security stocks that caught the attention of hedge funds of late.

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June 30 - News, Tech

Petroleo Brasileiro Petrobras SA (ADR) (PBR) Down Another 3.67%; Is It Time To Give Up?

The scandal-plagued Brazilian mega company Petroleo Brasileiro Petrobras SA (ADR) (NYSE:PBR) is down on the stock exchange today by 3.67% on falling crude oil prices.

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June 29 - Hedge Funds, Market Movers, News, Stock Analysis

Stock Showdown: McDonald’s Corporation (MCD) Vs. Yum! Brands, Inc. (YUM)

For our latest stock showdown, we turn our attention to the fast-food industry and pit two titans of burgers and chickens on the go against each other, McDonald's Corporation (...

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June 29 - Hedge Funds, News

Stock Showdown – Take-Two (TTWO) vs Electronic Arts (EA): Jefferies Likes Both, But Which Is Best?

On June 24, analysts from Jefferies upgraded their ratings the two of the biggest gaming companies in the world, Take-Two Interactive Software, Inc.

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June 26 - News, Stock Analysis, Tech

Pacifica Capital All-In On Warren Buffett, Starbucks

Pacifica Capital Investments LLC is a California-based hedge fund led by its founder Steve Leonard since its start in 1998.

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June 25 - Hedge Funds, News

Third Point and Senator Investment Are Investing In The Same Stocks

Senator Investment Group was founded in 2008 by former Merrill Lynch co-workers Douglas Silverman and Alexander Klabin.

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June 25 - Hedge Funds, News

Bill Ackman and Scott Ferguson Are Investing In The Same Stocks

At first glance, it doesn’t seem like fund managers Bill Ackman and Scott Ferguson are all that much alike.

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June 24 - Hedge Fund Analysis, Hedge Funds, News

Daniel Lascano Turns Bearish On Two Of His Top Picks

Lomas Capital Management, founded in late 2012 by Daniel Lascano, is a long/short hedge fund based in New York City.

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June 23 - Hedge Funds, News

This Hedgie Sold A Bunch Of Apple (AAPL) And Put It Into These Tech Stocks

NWI Management, led by fund manager Nellapalli Neelakantan Hariharan, known as “Hari”, a graduate from Indian Institute of Management in Ahmedabad India, is a New York-based...

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June 23 - Hedge Funds, News, Tech

Can Future Acquisitions Or The Sale Of WMware Save EMC Corporation (EMC), One Of Ahmet Okumus’ New, Underperforming Picks?

New York City-based Okumus Fund Management led by its founder, former Istanbul stock exchange trader Ahmet Okumus, is a hedge fund that focuses on mid and large-cap equities.

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June 22 - Hedge Funds, News

John Thaler Pulls Capital Out Of These Small-Caps, Returns It To Investors

JAT Capital is a global long/short equity hedge fund led by University of Chicago graduate John Thaler, which was founded in 2007.

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June 22 - Hedge Funds, News

Brilliant Jim Chanos Betting On Watches (Of The Apple Variety) And Online Security With His Top Tech Stocks

Kynikos Associates, led by legendary Yale graduate Jim Chanos, is a New York City-based hedge fund famous for its short positions.

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June 22 - Hedge Funds, News, Tech

Billionarie Dubin’s Mid-Cap Picks Characterized By Lawsuits, Exchange Rates

New York-based hedge fund Highbridge Capital Management LLC was co-founded in 1992 by billionaire Glenn Russell Dubin and his former classmate Henry Swieca.

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June 22 - Hedge Funds, News

This Hot Sector May Be The Next Biotech: Here’s What Hedge Funds Think Of Its Top Companies Like FireEye Inc (FEYE)

Are cyber security stocks the “new” biotech when it comes to being an explosive sector of gains? Investment bank Goldman Sachs Group Inc (NYSE:GS) seems to think so, and we...

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June 22 - Hedge Funds, News, Tech

John Khoury’s Best Investments In The World Of Homes, Hotels, And Mortgages

Long Pond Capital is a New York-based hedge fund led by John Khoury.

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June 22 - Hedge Funds, News

RenTech’s Secret Formula Sent Buy Signals On These Tech Stocks

Renaissance Technologies is a New York-based hedge fund founded in 1982 by mathematician James “Jim” Simons.

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June 20 - Hedge Funds, News, Tech

The Good, The Bad, And The Ugly: A Journey Into Jonathan Soros’ Top Small-Cap Picks

JS Capital Management is a New York-based hedge fund founded and led by Jonathan Soros.

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June 17 - Hedge Funds, News

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