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.
Activism
Steven Baughman and Divisar Capital’s First Activist Target: Telenav Inc. (TNAV)
Steven Baughman's Divisar Capital filed its first 13D filing yesterday. This isn't a brand new position though. Divisar owns 8.6% of Telenav Inc.
Southeastern Asset Management Goes Activist On Centurylink Inc (CTL)
"In this situation Southeastern is switching from a filing on Schedule 13G to 13D as we have more direct conversations with the Company about adding directors to the board.
2 Stocks Billionaire Carl Icahn Bought in Q3 (and 3 He Dumped)
Billionaire Carl Icahn is the founder and manager of Icahn Capital, one of the most feared activist hedge funds in the world.
Pershing Square 2018 Q3 Investor Letter: The Latest on Every Bill Ackman Stock Pick
Billionaire Bill Ackman of hedge fund Pershing Square is in the midst of a strong rebound in 2018 as he seeks to put his recent investing woes behind him.
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.
Jeff Ubben Is Dumping Armstrong World Industries Inc (NYSE:AWI)
We have been following Jeff Ubben's Armstrong World Industries Inc (NYSE:AWI) bet for 4 years now. ValueAct purchased 2 million shares of AWI at around $55 4 years ago.
Campbell Soup Co (CPB): Dan Loeb Is Hoping For A Quick Gain
Dan Loeb is hoping for a quick gain with his newly disclosed 5.65% stake in Campbell Soup Co (CPB).
Marvell Technology, Seagate & More: Bet on These Tech Activist Targets According to Ken Squire
Following activist investors can be a very profitable investment strategy that can generate substantial returns and often in a short period of time.
Activists Are Ganging Up On United Technologies (UTX), Energen (EGN), and Newell Brands (NWL)
While activist investors have their detractors, who often accuse them of putting short-term shareholder returns above the long-term welfare of a company and its employees, it'...
These Are Billionaire Paul Singer’s Stock Picks That You NEED to Avoid
Smart investors actively track the moves made by the titans of the hedge fund world, such as billionaire activist investor Paul Singer of Elliott Management.
The Only 3 Energy Stocks That Matter to Billionaire Carl Icahn
Billionaire investing legend Carl Icahn of Icahn Capital has gained a reputation as a savvy investor and fearsome corporate raider, one who has tangled with the likes of Blockbuster...
Why Bill Ackman Likes Nike (NKE) and How He Plans to Turn Around His Struggling Fund
From being on top of the investing world in 2014, it's been a relatively short and hard fall for Bill Ackman's Pershing Square, the multi-billion dollar hedge fund that owned $...
Chipotle Mexican Grill Inc. (CMG): Inside Ackman’s Turnaround Plans for the “Least Optimized” QSR
Bill Ackman's Pershing Square has a massive investment in Chipotle Mexican Grill, Inc. (NYSE:CMG), valued at $1.2 billion at the end of June.
Billionaire David Einhorn Talks “Bubble Shorts” (Tesla, Amazon, Netflix) in Q3 Investor Letter
Billionaire David Einhorn's Greenlight Capital has just released its third-quarter investor letter, in which the fund dished out commentary on three of its most prominent short...
Sears Holdings Corp (SHLD): Major Shareholder Berkowitz Vacates Board Seat
Sears Holdings Corp (NASDAQ:SHLD) announced on October 16 that its second-largest investor Bruce R.
Dover Corp (DOV), DowDuPont Inc (DWDP) & More: Billionaire Dan Loeb’s Third Point Q3 Letter and Portfolio Updates
As many hedge funds have been struggling to keep up with the market that has been registering record highs what seems like every day, activist investors have been in the spotlight...
Shah Capital Unloads GNC Holdings Inc (GNC), Buys Rival Vitamin Shoppe Inc (VSI) Instead
Himanshu H. Shah founded Shah Capital Management in 2005 and is currently its President and Chief Investment Officer.
Best Ideas Pitched by Bill Ackman, David Einhorn & Others at GIBI Conference
At the beginning of October, Dallas, Texas hosted the Great Investors’ Best Ideas Conference.
Automatic Data Processing (ADP): Ackman Takes the Fight to Retail Shareholders
Bill Ackman of Pershing Square has been working hard to impress the board of Automatic Data Processing (NASDAQ:ADP).
Don’t Miss Out On These Tantalizing Sohn Conference Stock Pitches
The Sohn and Next Wave Sohn Conferences took place in San Francisco last week, shining the spotlight on several growing and established hedge funds, who shared some of their best...
QVT Financial’s Investments, Performance, Letters
Daniel Gold, who holds a Bachelor of Arts degree in Physics from Harvard College, founded QVT Financial in 2004 after having worked for several years as a star trader at Deutsche...
Automatic Data Processing (ADP): “Spoiled Brat” Bill Ackman Threatened Company With Damaging Media Coverage
New details emerged this week regarding the intense spat between Bill Ackman and Automatic Data Processing (NASDAQ:ADP).
Activist West Face Capital’s Partners, Investments, AUM and More
Activists represent a special cast of investors, whose activity is often followed closely.
EQT Corporation (EQT): Activist JANA Slams Proposed Rice Energy Inc (RICE) Purchase
Barry Rosenstein's JANA Partners is fuming after EQT Corporation (NYSE:EQT) announced it would purchase Rice Energy Inc (NYSE:RICE) for $6.7 billion in the middle of June.
Hain Celestial Group Inc (HAIN): Out of the Frying Pan, Into the Fire
Just a week after Hain Celestial Group Inc (NASDAQ:HAIN) reported the successful completion of its internal financial audit, the company has been targeted by activist hedge fund...
10 Most Successful LBOs and Private Equity Buyouts in History
Is the era of the most successful LBOs and private equity buyouts in history long gone, or is there any indication that in the future, we'll see more of the massive deals that...
Amazon.com, Inc. (AMZN), Whole Foods Market, Inc. (WFM) Deal: “Greedy Bastards” Are Big Winners
Amazon.com, Inc. (NASDAQ:AMZN)'s big move into the grocery business with its $13.7 billion purchase of Whole Foods Market, Inc.
Energen Corporation (EGN): Activist Takes Large Stake, Pushes For Sale
Prominent activist investor Keith Meister of Corvex Capital has taken a 5.5% stake in Energen Corporation (NYSE:EGN) and appears poised to try and push the company to sell itself...
General Motors Company (GM): Einhorn Slams Board In New Letter As GM Sabotages Activist’s Proposal
Billionaire hedge fund manager David Einhorn of Greenlight Capital isn't impressed with the way General Motors Company (NYSE:GM)'s board plays ball.
PAREXEL International Corporation (PRXL): Will Starboard Value Push For Sale?
Jeffrey Smith's Starboard Value has found its latest activist target in PAREXEL International Corporation (NASDAQ:PRXL), a company that provides consulting and other services ...
Tailored Brands Inc (TLRD): Eminence Capital Bails On Beleaguered Stock
Just two months after Ricky Sandler of Eminence Capital was nominated to stand for election to Tailored Brands Inc (NYSE:TLRD)'s board, the hedge fund has completely bailed on...
PPG Industries, Inc. (PPG): Elliott Advisors Puts Target On Akzo Chairman’s Head
Paul Singer's Elliott Advisors, one of the most contentious hedge funds in the world, is gearing up for another bitter activist battle.
Honeywell International Inc. (HON): Why Dan Loeb’s $20 Billion Spinoff Proposal May Be Far-Fetched
Billionaire Dan Loeb, the head of $15 billion hedge fund Third Point, has his eyes set on a $20 billion prize.
Starboard Value Further Unwinds Brinks Co (BCO) Position
Jeffrey Smith‘s Starboard Value has discarded another 900,000 shares of its Brink’s Company (NYSE:BCO) stake according to a new 13D filing, lowering its ownership position...
I Am Not Impressed By Engaged Capital’s Jamba Inc. (JMBA) Purchases
Engaged Capital has been adding to its already large position in Jamba Inc. (NASDAQ:JMBA) over the last month.
Five Companies to Benefit from Activist Starboard Value’s Involvement in 2017
Jeffrey Smith's Starboard Value, one of the biggest and most famous activist hedge funds, has recently filed its 13F, in which it reported an equity portfolio worth $3.39 billion...
Billionaire Andreas Halvorsen’s Viking Global Cuts Losses and Dumps Southwestern Energy and Teva Pharmaceutical, Still Bullish on Bank of America
Back in 2008, billionaire Warren Buffett made a bet that hedge funds will underperform index funds over the following decade.
Raging Capital Isn’t A Bull of Thestreet Inc. (TST) Anymore?
We just talked about underrated activist hedge funds in our Sessa Capital article.
ValueAct Capital Keeps Portfolio Largely Unchanged, Adds Stake In Cybersecurity Firm
Founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel Jr., ValueAct Capital is today one of the largest activist hedge funds in the world.
Billionaire Trump Supporter Carl Icahn Made These Changes To His Portfolio Amid Trump’s Win
Billionaire activist investor Carl Icahn has been constantly in the news since Donald Trump launched his Presidential campaign.
Billionaire Dan Loeb’s Biggest Q4 Moves Include Bank-Buying Spree, Selling Allergan (AGN)
With the 13F filing deadline here, we're now wading into the deluge of filings from some of the top minds in the finance industry.
Billionaire Activist Paul Singer Is Terrible At Investing In These Stocks
If one were to come up with a list of the most successful activist investors in the world, Paul Singer's name would surely have a hallowed place very close to the top of that ...
Carl Icahn Buys More Herbalife (HLF), Hertz (HTZ), Unloads Energy Stocks
Erstwhile corporate raider and revered activist investor Carl Icahn has been in the news quite a bit over the past few days following fellow billionaire Donald Trump being elected...
Here’s What Billionaire Bill Ackman Had to Say About His Biggest Investments at the DealBook Conference
Bill Ackman of Pershing Square recently did an interview with Andrew Ross Sorkin at the DealBook conference in New York and Insider Monkey was there to cover it.
Starbucks Corporation (SBUX) CEO Howard Schultz: Here’s What the Future Looks Like in the Age of E-commerce
The future has little place for brick and mortar stores in the age of e-commerce, believes Starbucks Corporation (NASDAQ:SBUX) CEO Howard Schultz, as he said during an interview...
Billionaire Rosenstein Out of AutoNation, Talks ConAgra, Walgreens
Barry Rosenstein, the founder of JANA Partners LLC, recently has said that active management is cyclical in nature.
Is Pier 1 Imports Inc (PIR) Spoiling For A Fight With Its Largest Shareholder?
Pier 1 Imports Inc (NYSE:PIR) and one of its largest institutional investors could be headed for a serious clash over how the company should be run.
