JCP Investment Pushes for Board Shakeup at Casella Waste Systems Inc. (CWST), Cites Potential for Sale
JCP Investment Management recently filed an amended 13D with the SEC concerning Casella Waste Systems Inc. (NASDAQ:CWST).
Author Archive - Terry Woo
Billionaire Andreas Halvorsen Scores Big With Small-Cap Stocks
Viking Global Investors is a hedge fund working with pooled investment vehicles on a global level. The company was founded in 1999 by Andreas Halvorsen, an M.B.A.
Icahn Capital Increases Stakes In 4 Stocks: Manitowoc Company Inc (MTW), Chesapeake Energy Corporation (CHK), More
Billionaire investor Carl Icahn’s Icahn Capital manages a concentrated portfolio, and he’s known for his activist approach.
Baker Street Capital Management, Stone House Capital Management Sell 2.0 Mln USA Truck, Inc. (USAK) Shares In Secondary Offering
In a secondary public offering, two shareholders of USA Truck, Inc.
Aisling Capital Reduces Stake in Cempra Inc (CEMP)
Dennis Purcell's Aisling Capital recently filed an amended 13D with the SEC disclosing a reduced stake in Cempra Inc (NASDAQ:CEMP).
ValueAct Capital Increases Stake In Twenty-First Century Fox Inc (FOX)
Jeff Ubben’s ValueAct Capital increased its stake in Twenty-First Century Fox Inc (NASDAQ:FOX).
Cannell Capital Fights For Board Changes at TheStreet, Inc. (TST)
Cannell Capital, a firm founded by Carlo Cannell in 1992, has disclosed a letter sent to the shareholders of TheStreet, Inc.
Starboard Value Sends Letter To Integrated Silicon Solution (ISSI) Urging for Deal with Cypress Semiconductor Corporation (CY)
Jeff Smith's Starboard Value has recently sent a letter to the CEO and President of Integrated Silicon Solution, Inc. (NASDAQ:ISSI), Scott D.
Computer Science Corporation (CSC) To Split Three Months After JANA Partners Went Activist
Computer Science Corporation (NYSE:CSC) is the latest company to split in an effort to boost its stock price.
Noble Energy, Inc. (NBL), California Resources Corp (CRC) Among Billionaire George Soros’ Top New Energy Picks
We recently profiled billionaire George Soros’ Soros Fund Management and the fund’s three new tech picks.
Intel Corporation (INTC), Hess Corp. (HES), Boston Scientific Corporation (BSX): Billionaire Michael Price’s Favorite Stocks
The latest round of 13F filings is complete and our Insider Monkey team is busy pouring over the hundreds of filings from some of Wall Street’s most influential and talented...
Thompson’s BHR Capital Takes Large Stake In Overseas Shipholding Group Inc. (OSGIQ)
Michael Thompson’s BHR Capital has reported taking a large stake in Overseas Shipholding Group Inc. (OTCMKTS:OSGIQ).
Five Stock Picks From Hedge Fund Sophrosyne Capital
Sophrosyne Capital is a multi strategy hedge fund founded in 2005. The firm has about $200 million in assets under management and is based in New York, NY.
Sprott Inc’s Tech Picks: Apple Inc. (AAPL), Verizon Communications Inc. (VZ) & More
Billionaire Eric Sprott's investing reputation is rooted in precious metals.
Encompass Capital Killed The Market in Q1: Newfield Exploration (NFX), Valero (VLO), Others Led the Charge
Todd Kantor runs Encompass Capital Advisors, a registered investment advisor headquartered in New York City right next to Grand Central Terminal.
Alibaba Group Holding Ltd (BABA) Can’t Stop Fang Zheng’s Keywise Capital From Dominating the S&P 500
Fang Zheng is managing director and CIO of Keywise Capital. Fang Zheng’s focus was primarily on Asia-based companies and his stock selections with a market cap of $1 billion...
Facebook Inc (FB), Apple Inc. (AAPL) Among Light Street Capital’s Top Picks That Blew Away the S&P 500 in Q1
Glen Kacher is president of Light Street Capital Management, a firm he founded in May of 2010.
James Pallotta’s Raptor Capital Hits Homerun with Hospira, Inc. (HSP)
Raptor Capital Management is a hedge fund founded by James Pallotta.
Activism Is Here To Stay: Corvex Capital’s Top Picks Bring In A Whopping 8.6% in Q1
Like it or not, activist investing is here to stay for a very long time says Keith Meister, CEO of Corvex Capital.
Qualcomm, eBay Inc, and More: Billionaire Rosenstein’s First Quarter Report Card and New Activist Campaign
Qualcomm, Inc (NASDAQ:QCOM) is in the news this morning as activist investor JANA Partners LLC appears to be pushing for change in the technology company.
Activist Jeffrey Ubben’s Picks Blow Away S&P 500 Index in Q1
Activist Jeffrey Ubben's 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns of 8.1% in the first quarter.
Google Inc, Howard Hughes Corp and More: Hedge Fund Rima Senvest’s Top Picks Crushed The Market in Q1
Richard Mashaal’s top picks for his hedge fund Rima Senvest Management crushed the market in the first quarter of 2015.
Citigroup Inc, Bank of America Corp, Google Inc: Mohnish Pabrai’s Picks Shine in Q1
Mohnish Pabrai had eight picks in his fund’s portfolio at the end of December with market caps above $1 billion.
Diamondback Energy Inc (FANG), Amazon.com, Inc. (AMZN): Charles Davidson’s Picks Dominated S&P 500 in Q1
Charles Davidson's 33 stock picks with a market cap of at least $1 billion from Wexford Capital's equity portfolio beat the market by almost 17 percentage points during the...
Ally Financial Inc, AIG, Rock-Tenn Company: Billionaire Richard Perry’s Picks Eclipse S&P 500
Billionaire Richard Perry’s 11 long stock picks for his fund Perry Capital returned 1.8% beating the S&P 500 ETF (SPY) by a full percentage point.
Big Losses in BlackBerry Ltd (BBRY) Weigh on Prem Watsa’s Fairfax Financial; Picks Lost 8% in Q1
Prem Watsa’s Fairfax Financial Holdings is having a tough start for 2015.
Hedge Fund Manager Andrew Sandler’s Picks Dominated The Market in Q1
Sandler Capital Management's long stock picks finished the first quarter of 2015 that ranks with the best of the best.
Twitter, Tesla Motors Inc, LinkedIn Corp: Hedge Fund JAT Capital’s Picks Dominated The Market in Q1
John Thaler's JAT Capital is one of those hedge funds that make bold bets on their high conviction ideas.
Billionaire Lee Ainslie’s New Picks Start the New Year off Right
We recently updated Lee Ainslie’s Maverick Capital's performance for the first quarter of 2015 with the firm achieving returns of 8.4% in its 44 long positions in stocks with...
Billionaire Lee Ainslie Shows His Investing Acumen In Winners And Losers: Stock Picks Up 8.4% in Q1
Lee Ainslie’s Maverick Capital had one excellent quarter.
Billionaire Stephen Mandel’s Picks Crushed The Market in Q1 With 43 Stocks Returning 6%
Billionaire Stephen Mandel of Lone Pine Capital outperformed the market during the first quarter, with 43 stocks with a market cap of over $1.0 billion in which the investor reported...
