Is There Another Big Acquisition for The Walt Disney Company (DIS) on the Horizon?
In newly-published Bloomberg’s article, it was revealed that Gerber Kawasaki’s Investment Advisor Representative, Nick Licouris, aspires for The Walt......(read more)
Posts Tagged ‘Headline’
Marshall Wace’s Return, AUM, and Holdings
Marshall Wace is a London-based hedge fund that was started 22 years ago by Paul Marshall and Ian Wace, hence the name Marshall Wace. The fund manages......(read more)
It’s Time to Invest in Value Stocks – Atlantic’s Alexander Roepers Expects Rotation Back to Value
In a recent Bloomberg’s interview, Atlantic Investment Management’s Alexander Roepers discussed his market expectations, which he already shared in......(read more)
Marathon Partners’ Mario Cibelli Talks e.l.f. Beauty, Inc. (ELF) and Grubhub Inc. (GRUB)
In a recent Barron’s interview, an activist value investor and the founder of NYC-based Marathon Partners Equity Management, Mario Cibelli, shared his......(read more)
How Facebook Inc and Other Hedge Fund Favorites Performed in Q2
Insider Monkey tracks hedge funds, billionaires, and prominent value investors for a very simple reason: their consensus picks generally outperform the......(read more)
Chuck Akre Interview – “Three-Legged Stool”, Curiosity, Imagination, and Other Tricks of the Trade
In a new Patrick O’Shaughnessy’s Invest Like The Best episode, a renowned investor, Chuch Akre, shared his wisdom with a wide audience. The founder......(read more)
KG Funds Management’s Return, AUM, and Holdings
KG Funds Management is an event-driven hedge fund established in December 2008, with its headquarters in New York. The fund was co-founded by Ike Kier......(read more)
Hayman Capital Management’s Kyle Bass Thinks Hong Kong Dollar Peg Could Break
Hayman Capital Management’s CIO, Kyle Bass discussed for CNBC ongoing anti-extradition protests in Hong Kong and the US-China trade war. He said that......(read more)
Hedge Fund Investor Letters 2019 Q1
We will be sharing hedge fund investor letters, stocks pitched at investment conferences, and hedge fund manager TV interviews in this article. Instead......(read more)
Dan Loeb’s Third Point Is Bullish On Sony Corporation (SNE) – “A Strong Sony Letter”
On June 13, Third Point published an investor letter in which it has reported about its recent investment in Sony Corporation (NYSE:SNE). In the letter......(read more)
Hedge Funds Have Never Been This Bullish On Uniqure NV (QURE)
“Since 2006, value stocks (IVE vs IVW) have underperformed 11 of the 13 calendar years and when they beat growth, it wasn’t by much. Cumulatively......(read more)
Hedge Funds Piled On This Stock Right Before Its 30% Surge
The first quarter was a breeze as Powell pivoted, and China seemed eager to reach a deal with Trump. Both the S&P 500 and Russell 2000 delivered very......(read more)
Billionaire Leon Cooperman Interview –“We Live in Abnormal Times”, But The Stock Market Is Still In Its “Zone of Fair Value”
The Omega Advisors chairman and CEO, billionaire Leon Cooperman, recently was a guest at CNBC’s “Squawk Box”, and he shared his observations......(read more)
Marathon Asset Management’s Return, AUM, and Holdings
Bruce J. Richards and Louis Hanover co-founded their own investment manager, Marathon Asset Management, back in 1998. The fund, which is oriented towards......(read more)
25 Biggest Activist Short Sellers in the Hedge Fund World
The world of investing is both complex and simple at the same time. What makes it simple are its basics – invest your money in a business and profit......(read more)
Investors Don’t Find Short Seller’s Claims Credible
AAXN shares are up nearly 4% after short seller, Spruce Point Capital, published a negative report claiming that the company has 40-60% downside potential......(read more)
Locust Wood Capital Advisers’ Return, AUM, and Holdings
Back in 2002 Stephen J. Errico, a Wall Street investor, who now has more than 30 years of professional investing experience, launched his own NYC-based......(read more)
Paul Tudor Jones Interview – Heading Into Recession With Gold Still Being Golden
Paul Tudor Jones is one the most successful investors in the world, who gained fame and fortune by predicting Black Monday stock market crash (October......(read more)
Keywise Capital Management’s Return, AUM, and Holdings
Keywise Capital Management is a Hong Kong-based hedge fund that invests in public equity companies in Greater China markets, mostly China, Taiwan, Hong......(read more)
Hudson Bay Capital Management’s Return, AUM, and Holdings
Hudson Bay Capital Management is an NYC-based hedge fund that was launched in 2005 as a successor to Gerber Asset Management, a proprietary investment......(read more)
Pareteum Corporation (TEUM) Responds to Short Seller Aurelius Value’s Accusations
On Friday, June 7th, short seller, Aurelius Value, published a degrading report on Pareteum Corporation (NASDAQ:TEUM) with the title “Where Are The......(read more)
Warren Buffett Interveiw – There Has Been No Better Bet Than America
We think a legendary investor such as Warren Buffett, needs no introduction. In this article, we have decided to do a write up of a couple of CNBC interviews......(read more)
Alan Patricof Interview – An Irrational Exuberance in Terms of the New IPO Market
Alan Patricof, a legendary value capital investor, shared his thoughts on various trending market issues in a CNBC interview released at the end of March......(read more)
Hedge Funds Have Never Been This Bullish On The Walt Disney Company (DIS)
As we already know from media reports and hedge fund investor letters, many hedge funds lost money in fourth quarter, blaming macroeconomic conditions......(read more)
Light Street Capital’s Secret to Beating Nasdaq – Tech Stock Picks for the Future
One of the famous technology and media-oriented hedge funds, Glen Kacher’s Light Street Capital Management, discussed some of its most recent favorite......(read more)
Dorsal Capital Management’s Return, AUM, and Holdings
Dorsal Capital Management is a hedge fund manager that primarily provides its services to pooled investment vehicles. The firm started its operations......(read more)
30 Most Popular Stocks Among Hedge Funds in Q1 of 2019
“By the end of the First Quarter, equity markets had mostly bounced back from Q4 2018’s sharp decline. The dovish shift in Fed policy – which......(read more)
The Tech Cold War Begins: How Big Tech is Affected
The tariff battle between China and U.S. has become more than just talk. After President Trump raised tariffs on hundreds of billions of dollars worth......(read more)
Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor
In a relatively recently published WealthTrack video, a renowned value investor, Joel Greenblatt shared his professional insights with legendary finance......(read more)
Jumia’s Share Price Drops In the Aftermath of Citron Research’s Proclaiming It Fraud
Every now then, various frauds (that are probably all around us) get revealed. This seems to be the case with recently went public Jumia Technologies......(read more)
2019 Sohn Conference New York Recap
Sohn Conference is my favorite hedge fund event. I haven’t missed an event since 2013. This doesn’t mean that every stock pitched at the conference......(read more)
Activist Summary: Hedge Funds Are Targeting These Two Companies
The world of activism is always…well, active. Logically. Looking at the current most interesting moves by activist hedge funds, Lion Point Capital,......(read more)
Altimeter Capital’s Brad Gerstner Says Facebook’s Management Team is Open, Honest, and Transparent
In a recently published CNBC interview with Altimeter Capital Management’s Bradley Thomas Gerstner discussed the things he truly appreciates about Facebook......(read more)
Glenview Capital Management’s Stock Pitches At 2018 Sohn Conference
Glenview Capital Management is a New York City-based hedge fund, that was launched 18 years ago by Larry Robbins, who previously worked as a trader for......(read more)
Hedge Funds Have Never Been This Bullish On Alteryx, Inc. (AYX)
Amid an overall market correction, many stocks that smart money investors were collectively bullish on tanked during the fourth quarter. Among them, Amazon......(read more)
Joseph Jolson’s Harvest Capital Strategies’ Return, AUM, and Holdings
Harvest Capital Strategies is a San Francisco-based hedge fund that mainly focuses on private equity and venture capital, middle-market lending and on......(read more)
Hedge Funds Have Never Been This Bullish On Xerox Corporation (XRX), See What Happened Next
Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge......(read more)
Best Stock Pick From The 2018 Sohn Conference
My favorite hedge fund event is the annual Sohn Conference in New York. This year’s event will be held on May 6th, so I decided to take a look at how......(read more)
Hedge Funds Have Never Been This Bullish On Twilio Inc. (TWLO), See What Happened
After several tireless days we have finished crunching the numbers from nearly 750 13F filings issued by the elite hedge funds and other investment firms......(read more)
What Happened With Light Street’s Glen Kacher’s Best Idea at 2018 Sohn Conference?
It has been almost a year since the last annual Sohn Conference held in New York, and we thought it would be interesting to take a look at how some of......(read more)
Mangrove Partners’ Nathaniel August’s Best Idea At 2018 Sohn Conference
Nathaniel August’s Mangrove Partners is known for outperforming the market very often; in the first three years since its launching (2010), the fund......(read more)
Hedge Funds Have Never Been This Bullish On Varian Medical Systems (VAR)
Is Varian Medical Systems, Inc. (NYSE:VAR) a good bet right now? We like to analyze hedge fund sentiment before doing days of in-depth research. We do......(read more)
Sean Murphy’s Game Creek Capital’s Return, AUM, and Holdings
In 2008, Scott Mayo, son of an experienced investor Richard Mayo (who co-founded Boston-based money manager GMO) launched his own hedge fund called Game......(read more)
Arnaud Ajdler’s Engine Capital Management’s Returns, AUM, and Holdings
Arnaud Ajdler’s Engine Capital Management is a value-oriented special situations fund based in New York City. It’s a relatively young hedge......(read more)
Hedge Funds Have Never Been This Bullish On Royal Caribbean Cruises Ltd. (RCL)
Concerns over rising interest rates and expected further rate increases have hit several stocks hard during the fourth quarter. NASDAQ and Russell 2000......(read more)
Christopher Kiper’s Legion Partners Asset Management’s Return, AUM, and Holdings
Back in April 2012, Ted White and Christopher Kiper decided it was time to launch their own activist hedge fund, and they called it Legion Partners Asset......(read more)
Paul Glazer’s Glazer Capital’s Return, AUM, and Holdings
Twenty years ago, Paul J. Glazer launched his own merger arbitrage hedge fund, which he called Glazer Capital. The fund, which has $1.3 billion in AUM......(read more)
Pershing Square 2018 Annual Investor Letter
This year started excellent for billionaire Bill Ackman and his activist hedge fund Pershing Square, which gained 31.9% since the beginning of the year......(read more)
Charles Davidson’s and Joseph Jacobs’ Wexford Capital’s Return, AUM, and Holdings
Back in 1994, Charles E. Davidson and Joseph Jacobs, experienced investors with proficiency in distressed situation investments, co-founded their own......(read more)
William Harnisch’s Peconic Partners’ Return, AUM, and Holdings
Peconic Partners is a registered investment advisor that was founded by William Harnisch almost 20 years ago. It is headquartered in East Quogue, New......(read more)
