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Author Archive - Terry Woo

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). The investment firm, based......(read more)
Andreas Halvorsen

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......(read more)
Carl Icahn - Icahn Capital Lp

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. He’s often required......(read more)

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. (NASDAQ:USAK) sold an aggregate of 2.0 million shares at $20.00 per unit As the......(read more)
NASDAQ:CEMP

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). According to......(read more)
Jeff Ubben VALUEACT CAPITAL

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). In a newly amended filing with the Securities and Exchange......(read more)
Carlo Cannell

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. (NASDAQ:TST) urging them......(read more)
Jeff Smith

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.......(read more)
Barry Rosenstein - Jana Partners

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. The $9.5 billion market cap IT provider......(read more)
setting up a hedge fund

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. Today, we’ll take a look at the fund’......(read more)

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......(read more)

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). BHR recently filed a 13D disclosing......(read more)
MicroStrategy Incorporated (NASDAQ:MSTR)

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......(read more)

Sprott Inc’s Tech Picks: Apple Inc. (AAPL), Verizon Communications Inc. (VZ) & More

Billionaire Eric Sprott’s investing reputation is rooted in precious metals. In one interview he admitted to have held 90% of his assets outside......(read more)

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. It was......(read more)
Taiwan Semiconductor Mfg. Co. Ltd. (ADR)

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......(read more)
FB, AAPL

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. He started in the hedge fund industry at Julian Robertson......(read more)
Hospira, Inc. (NYSE:HSP)

James Pallotta’s Raptor Capital Hits Homerun with Hospira, Inc. (HSP)

Raptor Capital Management is a hedge fund founded by James Pallotta. As a part of Raptor Group Holdings, this hedge fund specializes in investing in public......(read more)

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. In a television interview on CNBC......(read more)
Barry Rosenstein - Jana Partners

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......(read more)
Jeff Ubben VALUEACT CAPITAL

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......(read more)
GOOGL, Google Inc (NASDAQ:GOOGL)

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. In the latest filing, its 17......(read more)
MOHNISH PABRAI

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. The weighted average return of these......(read more)
Charles Davidson - Wexford Capital

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......(read more)

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......(read more)

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. Watsa’s 34 picks in Fairfax’s 13F portfolio at the end of 2014 have......(read more)

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. The firm run by Andrew Sandler......(read more)

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. This usually leads to strong returns but......(read more)
Lee Ainslie MAVERICK CAPITAL

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......(read more)
Lee Ainslie MAVERICK CAPITAL

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. Using the latest 13F filing, the firm achieved returns of 8.4% in its 44 long positions in......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

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......(read more)