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Posts Tagged ‘Informatica Corp (INFA)’

Tibco Software Inc. (NASDAQ:TIBX)

Douglas Dossey and Arthur Young’s Tensile Capital’s Top Stock Picks

Tensile Capital is an employee owned hedge fund sponsor based in San Francisco, California. It was founded in 2012 by Douglas Dossey and Arthur Young......(read more)
Intuit Inc. (NASDAQ:INTU)

Informatica Corporation (INFA), Intuit Inc. (INTU), Red Hat Inc (RHT): Three Software Companies For Growth

The tech sector is quite unpredictable, and always rapidly changing. Within it, the application software industry has been especially characterized by......(read more)

Informatica Corporation (INFA): Is This A Cloud Play?

Informatica Corporation (NASDAQ:INFA), the world’s leading data integration software vendor, recently announced its Q1 financial results. The company......(read more)
VMware, Inc. (NYSE:VMW)

VMware, Inc. (VMW), Citrix Systems, Inc. (CTXS) & How To Gain Exposure To The Cloud

With the increasing demand for data security, efficiency, and the growing use of software-as-a-service, IT companies are constantly upgrading technologies......(read more)

Apple Inc. (AAPL) Stock Finally Rallies, But Not Enough To Save My Portfolio

Each week, I endeavor to report the results of the Big Idea Portfolio, a collection of five tech stocks that I believe will crush the market over a three......(read more)
COATUE MANAGEMENT

First Solar, Inc. (FSLR), Groupon Inc (GRPN) Among Tiger Cub Philippe Laffont’s Small Cap Picks

We track 13F filings from hedge funds and other notable investors as part of our work developing investment strategies; one of our findings so far has......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Multiple Insiders Have Bought Informatica Corporation (INFA) and More

The principles of diversification conclude that it is unwise to accumulate too much company-specific risk. This is why investors are often advised to......(read more)
Informatica Corporation (NASDAQ:INFA)

Informatica’s Chief Marketing Officer Bought 4,000 Shares

According to a filing with the SEC, Informatica Corporation (NASDAQ:INFA) Chief Marketing Officer Margaret Breya bought 4,000 shares of the company’......(read more)
Carl Icahn

Hedge Funds Are Buying These Stocks

Usually, we have to wait until six to seven weeks after the end of a quarter to see what hedge funds have been buying. The exception is when they take......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

A Billionaire Bought This Cloud Computing Stock

Lone Pine Capital has filed with the SEC to disclose that it owns 5.6 million shares of Informatica Corporation (NASDAQ:INFA). The fund’s 13F filing......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Stephen Mandel and Lone Pine Capital’s New Stock Picks

Stephen Mandel’s Lone Pine Capital has $17 Billion in assets under management. His personal wealth is about one tenth of that. Mandel is a Tiger cub......(read more)