We usually stay away from Chinese companies but we came across an interesting idea recently. Earlier this year ex-Warburg Pincus China head launched......
(read more)September 24 - Hedge Funds, Insider Trading, News - Comments
TSR Inc (NASDAQ:TSRI) is a small computer staffing company in Long Island. This week, Daniel Zeff’s Zeff Capital sent a troubling letter “......
(read more)September 23 - Hedge Funds - Comments
The last time we have seen a 13F filing from the billionaire owner of the Tampa Bay Lightning was May 2013. Jeff Vinik is a former manager of Fidelity......
(read more)September 22 - Hedge Funds, News - Comments
If you owned 7.6 million shares of a stock that is trading at about $130 per share and you wanted to get rid of your shares because the stock’s......
(read more)September 21 - Hedge Funds, Insider Trading, We Disagree - Comments
We noticed that 40 North Management has been buying shares of GCP Applied Technologies Inc. (NYSE:GCP) since it filed a 13D 1.5 years ago. GCP shares......
(read more)September 21 - Hedge Funds - Comments
Paul Singer’s Elliott Associates built a reputation as one of the fiercest activist hedge funds in the investment world. You can easily find an......
(read more)September 21 - Activism, Hedge Funds, News, We Disagree - Comments
Legendary hedge fund manager and value investor Warren Buffett has shared countless pearls of investing wisdom during his career. Perhaps the one that......
(read more)September 19 - Hedge Funds, News - Comments
In our quarterly newsletter we provide the list of high conviction stock picks of value hedge funds. Nexeo Solutions Inc. (NASDAQ:NXEO) is one of the......
(read more)September 19 - Hedge Funds, News - Comments
September has seen a huge uptick in terms of insider buying activity, with the five most active days for insider purchasing this year all having fallen......
(read more)September 18 - Insider Trading, News - Comments
HG Vora Capital is an activist hedge fund that was founded back in 2009 by Parag Vora who cut his teeth at Silver Point Capital L.P as a senior investment......
(read more)September 18 - Hedge Funds, News - Comments
Abdiel Capital Advisors is an activist hedge fund and the second best performing hedge fund in our database; it was co-founded by Colin Moran, its current......
(read more)September 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
Cliff Asness believes in momentum in stock prices, but does he believe in momentum in investment strategies? His PhD thesis was about momentum in stock......
(read more)September 15 - Hedge Fund Investor Letters, Hedge Funds, News, We Disagree - Comments
Francis Chou, a well-regarded Canadian value investor, the founder of Chou Associates Management, and Morningstar Fund Manager of the Decade in 2004......
(read more)September 14 - Hedge Funds, News - Comments
Equity hedge funds performed well in August, leading all stock-picking strategies with 1.1% gains, which pushed their yearly gains to 3.5% according to......
(read more)September 11 - Hedge Funds, News - Comments
Rising net demand for allocating to hedge funds has hit a three-year high, as the $3 trillion hedge fund industry scored high marks among investors for......
(read more)September 5 - Hedge Funds, News - Comments
After swooning in early-August, energy stocks are building up steam again as crude oil prices rebound. Brent prices have jumped by 10% over the past two......
(read more)September 4 - Commodities, Hedge Funds, News - Comments
2018 has been a big year for IPOs, in terms of both quantity and performance. Through the end of July, 115 companies had made their public debuts on U......
(read more)September 4 - Hedge Funds, IPOs, News - Comments
Insider buying spiked to 82 purchases on Friday, the second-most active day for insider buying in the past two months, though insider sales outpaced insider......
(read more)September 3 - Insider Trading, News - Comments
Following a lethargic July, insider buying and selling activity have both increased in August, with insider selling activity being particularly robust......
(read more)August 27 - Insider Trading, News - Comments
With the ten-year treasury yield having risen at a brisk pace in the last year, dividend stocks have lost some momentum as investors diversify their......
(read more)August 24 - Dividend Stocks, Hedge Funds, News - Comments
Privacy concerns and slowing user growth haven’t dampened hedge funds’ enthusiasm for Facebook Inc (NASDAQ:FB) in the slightest. The latest......
(read more)August 16 - Hedge Funds, News, Tech - Comments
Ever since blockchain technology was unveiled to the world, there is a lot of talk about its impact and the industries that it will revolutionize. Started......
(read more)August 13 - Bitcoin, Ethereum and Other Cryptocurrencies, News, Tech - Comments
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......
(read more)August 9 - Activism, Hedge Funds - Comments
Dan Loeb is hoping for a quick gain with his newly disclosed 5.65% stake in Campbell Soup Co (CPB). Loeb believes that the company is already on its way......
(read more)August 9 - Activism, Hedge Funds - Comments
You may be too young to remember when Yahoo, Altavista, Lycos, and Excite were the dominant companies in the emerging field of internet search. In 1998......
(read more)August 8 - Bitcoin, ETF Trading, News, Tech - Comments
Cryptocurrency and blockchain technology have been slated as powerful tools capable of fueling a global financial revolution. There are myriad opportunities......
(read more)August 6 - Bitcoin, Ethereum and Other Cryptocurrencies, News, Tech - Comments
Nestle Counts on Better Second Half to Keep Third Point at Bay (Reuters) ZURICH (Reuters) – Nestle (NESN.S) Chief Executive Mark Schneider said......
(read more)July 26 - Hedge Funds, Insider Trading - Comments
Colorado-based investment firm Upslope Capital Management sees a value in Molson Coors Brewing Co (NYSE: TAP), a Colorado-based brewing firm with a market......
(read more)July 20 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
The biotech industry is regaining ground it lost in 2016 at full speed. The sector was very hot until around mid-2015, with the iShares Nasdaq Biotechnology......
(read more)July 19 - Hedge Funds, News - Comments
Texas-based investment firm Wiedower Capital is bullish on JD.Com Inc (ADR) (NASDAQ: JD), which operates the third largest e-commerce portal in China.......
(read more)July 17 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
Greenlight Capital investors lost 7.7% in June and Greg Zuckerman wrote Greenlight’s obituary in a WSJ article. You don’t have to worry if......
(read more)July 6 - Hedge Fund Investor Letters, Hedge Funds, News - Comments
It’s often a good idea to look back at a hedge fund’s performance, not just from the point of view of its returns, but also to take a deeper......
(read more)July 2 - Hedge Funds, News - Comments
A New Chapter is About to Begin for the Carolina Panthers. Here’s What We Know. (CharlotteObserver.com) David Tepper‘s $2.275 billion deal......
(read more)June 29 - Hedge Funds, Insider Trading - Comments
After a slow start to the year, IPO activity has begun to pick up in the second-quarter, with 43 IPOs having been launched since April 19. Of those, just......
(read more)June 26 - Insider Trading, News - Comments
Taken individually, the price-to-sales and price-to-earnings ratios of companies are useful measures for determining their relative valuation, particularly......
(read more)June 26 - Hedge Funds, News - Comments
On October 17, Canada will become just the second nation in the world to fully legalize the cultivation, sale, and possession of marijuana, joining (nope......
(read more)June 25 - Market Movers, News - Comments
Insider buying remained muted last week, with just 271 purchases made during the week according to SEC filing data. With insider selling having intensified......
(read more)June 25 - Insider Trading, News - Comments
The tech world moves at a breakneck pace, which inevitably leaves dozens of formerly successful companies on the outside looking in as forgotten relics......
(read more)June 25 - Hedge Funds, News, Tech - Comments
At the end of May, U.S President Trump announced tariffs on the steel (25%) and aluminum (10%) imports coming from fellow NAFTA members Canada and Mexico......
(read more)June 20 - Commodities, News - Comments
The Electronic Entertainment Expo (E3), the biggest video game gathering in the world, took place last week in Los Angeles. While no official announcements......
(read more)June 20 - News, Tech - Comments
The father-son duo of Bill Miller and Bill Miller IV appeared on CNBC on Father’s Day to discuss some of the favorite stock picks of Miller Value......
(read more)June 19 - Hedge Funds, News - Comments
To journey through the average department or grocery store is to be bombarbed with hundreds of decadent products that we’d love to buy for their......
(read more)June 19 - News - Comments
In the blockchain world, many of us are overly familiar with methods that verify transactions on a blockchain such as proof of stake and proof of work......
(read more)June 18 - Bitcoin, Ethereum and Other Cryptocurrencies, News, Tech - Comments
Overall insider buying was relatively muted last week as trade war fears continue to weigh on the market and the global economy. Broad insider buying......
(read more)June 18 - Insider Trading, News - Comments
Insiders are masters of snatching up shares of their companies at a discount, expanding their positions during weakness in the stock. In contrast, they......
(read more)June 18 - Insider Trading, Market Movers, News - Comments
Citron Research is one of the most respected short sellers in the financial world, owning a lengthy history of correctly predicting stocks that would......
(read more)June 18 - Market Movers, News, Tech - Comments
Dividend stocks are an important part of a value investor’s portfolio, because they represent quality companies with stable cash flow and reflect......
(read more)June 14 - Dividend Stocks, Hedge Funds, News, Retirement - Comments
Peter Kolchinsky is one of the best biotech investors and many of his stock picks generate strong returns. We calculate a fund’s returns by taking......
(read more)June 12 - Hedge Funds, News - Comments
Billionaire investor Steven Cohen is well known in the investing community. For years he ran one of the most successful hedge funds, SAC Capital Advisors......
(read more)June 12 - Hedge Funds, News - Comments
As the old saying goes, there are only 3 things in life that are certain. Death, taxes, and merchants doing anything they can to maintain an edge in the......
(read more)June 11 - Bitcoin, Ethereum and Other Cryptocurrencies, News, Tech - Comments
