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Posts Tagged ‘Jeffrey Smith’

Clifton Robbins - Blue Harbour

Hedge Fund News: Clifton Robbins, Barry Rosenstein, Stanley Druckenmiller

Activist Unveils Bank Investment (CNBC) Activist investor Clifton Robbins thinks buying stock in Investors Bancorp is a near-sure way to make money. &#......(read more)
Jeff Smith

Here’s What Activist Investor Jeffrey Smith Had to Say About Yahoo! Inc (YHOO)

Starboard Value LP, the activist hedge fund managed by Jeffrey Smith has been a major shareholder of Yahoo! Inc. (NASDAQ:YHOO) dating back to the third......(read more)
Jeff Smith

LSB Industries, Inc. (LXU): Starboard Nominates Slate of Directors; Two Other Stocks Jeff Smith is Bullish On

In a new filing with the Securities and Exchange Commission, Starboard Value, an activist hedge fund managed by Jeffrey Smith, disclosed a letter sent......(read more)
Jeff Smith

Starboard Insists Yahoo! Inc. (YHOO) Buy Back Shares, Spinoff Yahoo! Japan

Jeffrey Smith‘s Starboard Value, a large activist shareholder of Yahoo! Inc. (NASDAQ:YHOO), stated in a letter written to Yahoo!’s board......(read more)
Jeff Smith

Tessera Technologies, Inc. (TSRA): Starboard Value Reduces Position and Reveals Top 3 New Picks

Jeffrey Smith’s Starboard Value LP reduced its exposure to Tessera Technologies, Inc. (NASDAQ:TSRA) by 575,000 shares according to a filing revealed......(read more)
Jeff Smith

Yahoo! Inc. (YHOO), Office Depot Inc (ODP): Activist Starboard Value’s Top Picks, Plus Latest Move In Tessera Technologies, Inc. (TSRA)

Jeffrey Smith‘s Starboard Value is one of the funds that has appeared many times on our radars in the last couple of months. Mr. Smith has made......(read more)

Goodyear Tire & Rubber Co (GT), Office Depot Inc. (ODP), Anika Therapeutics Inc. (ANIK): Portolan Capital Management’s Top Picks

Portolan Capital Management, managed by George McCabe, recently filed a 13F filing with the U.S. Securities and Exchange Commission, disclosing its equity......(read more)
Jeff Smith

Darden Restaurants Inc. (DRI), Yahoo! Inc. (YHOO): Starboard Value Crowned Activist of the Year; 2015 On Pace To Top It

Jeffrey Smith’s Starboard Capital LP was recently crowned activist of the year by The Activist Investing Annual Review 2015, an annual publication released......(read more)

Hedge Fund News: Barry Rosenstein, Jeffrey Smith, Bill Ackman

Jana’s Rosenstein Said to See Hertz Able to Repurchase Shares (Bloomberg) Hertz Global Holdings Inc., which is under shareholder pressure after accounting......(read more)
Clifton Robbins - Blue Harbour

Babcock & Wilcox Co (BWC): Blue Harbour Group Boosts Activist Stake To 9.9%

Blue Harbour Group, the hedge fund led by Clifton S. Robbins, has increased its activist stake in Babcock & Wilcox Co (NYSE:BWC). Blue Harbour, in......(read more)
Alibaba Group Holdings Ltd (NYSE:BABA)

Why Yahoo! Inc. (YHOO)’s Spinoff of Alibaba Group Holding Ltd (BABA) Shares Good News for Investors

Jeffrey Smith’s Starboard Capital LP has been an outspoken activist investor of Yahoo! Inc. (NASDAQ:YHOO) since building a 1% stake in the internet......(read more)
Jeff Smith

Hedge Fund News: Carl Icahn, Jeffrey Smith, Ray Dalio

Icahn: Oil Will Go Lower, Saudi Arabia Blindsiding The World (CNBC) The price of oil will go lower as supply and demand remain unbalanced, activist investor......(read more)
Jeff Smith

Starboard Value Urges Insperity Inc (NSP) To Consider Potential Sale

In a new filing with the U.S. Securities and Exchange Commission, Starboard Value LP, the hedge fund managed by Jeffrey Smith, revealed a letter it sent......(read more)

Hedge Fund News: Kyle Bass, Chris Hohn, Jeffrey Smith

US Hedge Fund Plans to take on Big Pharma Over Patents (CNBC) U.S. hedge fund manager Kyle Bass, who won fame for predicting the subprime mortgage crisis......(read more)
Jeff Smith

Tessera Technologies Inc. (TSRA): Starboard Value Still Bullish, But Trims Stake By 20% As Stock Appreciates

Last Thursday, Jeffrey Smith’s Starboard Value LP disclosed a reduction in its wage on Tessera Technologies, Inc. (NASDAQ:TSRA). This stake, which has......(read more)
Rishi Bajaj - Altai Capital

Rishi Bajaj’s Altai Capital Management Trims Stake In This Tech Stock

Altai Capital Management, the hedge fund managed by Rishi Bajaj, Toby Symonds and Steve Tesoriere, recently disclosed a reduction of more than 16% in......(read more)

Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO), Travelport Worldwide Ltd (TVPT): George Soros’ Top New Stakes For The Third Quarter

George Soros’ Soros Fund Management recently made public its long equity positions for the third quarter of 2014. Looking at its 13F filing, it was......(read more)
Yahoo! Inc. (NASDAQ:YHOO)

Yahoo! Inc. (YHOO)’s BrightRoll Acquisition Fuels AOL Inc. (AOL) Merger Talk

Yahoo! Inc. (NASDAQ:YHOO)’s two major shareholders have not been swayed by the company’s recent uplift in the market as they continue to aggressively......(read more)
Jeff Smith

RealD (RLD): Starboard Value Urges Company to Reply to Its Acquisition Proposal

Peter Feld, a managing partner at Jeffrey Smith‘s Starboard Value has sent a new letter to the CEO and board of directors of RealD (NYSE:RLD), as......(read more)
Darden Restaurants, Inc. (NYSE:DRI)

Darden Restaurants, Inc. (DRI): Starboard Value Walks the Talk, Goes On to Acquire Additional Shares of the Company

Not only has Jeffrey Smith’s Starboard Value LP managed to replace the entire board of Darden Restaurants, Inc. (NYSE:DRI), it has also strengthened......(read more)

Tibco Software Inc. (TIBX): Eminence Capital Raises Stake by 66% Amidst Buyout Talks

Ricky Sandler’s Eminence Capital disclosed yesterday, with the SEC, a 66% increase in its stake in Tibco Software Inc. (NASDAQ:TIBX). The fund now owns......(read more)
Carl Icahn Apple Inc AAPL

Hedge Fund News: Carl Icahn, John Paulson & Steven Cohen

Carl Icahn Reveals Performance of Son Brett’s Portfolio (WSJ) Stock-picking may run in the family. Within a long letter to Apple Inc. (NASDAQ:AAPL) +......(read more)
Jeff Smith

RealD (RLD) Going Private With Starboard Will Make Investors Happy

Jeffrey Smith wants to take RealD (NYSE:RLD) private as he said in a letter addressed to the company’s CEO, Michael Lewis. Starboard Value, the......(read more)
Jeff Smith

Should Yahoo! Inc. (YHOO) Follow Jeff Smith’s Advice to Merge with AOL, Inc. (AOL)?

With the recent Alibaba Group Holding Ltd (NYSE:BABA) IPO, following which Yahoo! Inc. (NASDAQ:YHOO) had a huge inflow of cash, regarding which it has......(read more)
Jeff Smith

Darden Restaurants, Inc. (DRI): Jeffrey Smith’s Proxy Fight Might Soon Turn Victorious

Jeffrey Smith‘s Starboard Value has issued a new press release outlining the fund’s position regarding the management of Darden Restaurants......(read more)
Jeff Smith

Darden Restaurants Inc. (DRI), Office Depot Inc. (ODP): Starboard Discloses Important Information Regarding Both Companies

On September 10, Jeffrey Smith’s Starboard Value Lp filed two Schedule 13D forms with the SEC, disclosing its current stakes in Darden Restaurants Inc......(read more)
Entropic Communications, Inc. (NASDAQ:ENTR)

Entropic Communications, Inc. (ENTR): John Thiessen’s New Bet

Is it a good time to buy Entropic Communications, Inc. (NASDAQ:ENTR) stock? John Thiessen seems to think so, having initiated a position for his fund......(read more)
Jeff Smith

Darden Restaurants, Inc. (DRI) Issues Investor Presentation Ahead Of Annual Shareholders Meeting

In a recent filing with the Securities and Exchange Commission, Starboard Value LP, run by Jeffrey Smith, has submitted an Investor Presentation prepared......(read more)
Jeff Smith

Jeffrey Smith, Starboard Value Buy Some More RealD (RLD) Shares

Jeffrey Smith believes it is still a good time to buy RealD (NYSE:RLD) shares and has further increased his fund’s investment in the company. As......(read more)
Jeff Smith

Starboard Value Sends Letters To Darden Restaurants, Inc. (DRI) Shareholders; Reduces Position in DSP Group, Inc. (DSPG)

In a couple of new filings with the U.S. Securities and Exchange Commission, Starboard Value LP, managed by Jeffrey Smith, has revealed a letter it sent......(read more)
Jeff Smith

Starboard Value Response To Darden Restaurants, Inc.’s (DRI) Announcement of New Slate of Director Nominees

In a new filing with the U.S. Securities and Exchange Commission, Starboard Value LP, managed by Jeffrey Smith, has disclosed a statement issued in response......(read more)
Can hedge funds beat the market

Hedge Fund News: Bill Ackman, Jim Rogers & Starboard Value LP

Ackman’s Pershing Square Holdings fund up 31.2 YTD (Reuters) Billionaire investor William Ackman‘s Pershing Square Holdings portfolio, the......(read more)
Wausau Paper Corp.(NYSE:WPP)

Wausau Paper Corp. (WPP): Lioneye Capital Management Takes Advantage of Relatively Low Stock Prices and Acquires More Than 800K Shares

Stephen V. Raneri’s hedge fund, Lioneye Capital Management, disclosed a 30% increase in its stake in Wausau Paper Corp, . (NYSE:WPP). After the purchase......(read more)
MeadWestvaco Corp. (MWV)

MeadWestvaco Corp. (MWV), Darden Restaurants Inc. (DRI), Office Depot Inc. (ODP): Jeffrey Smith’s Starboard Top Stock Picks

Starboard Value LP, managed by Jeffrey Smith, recently filed a Form 13 with the U.S. Securities Exchange Commission. In its filing, the fund reported......(read more)
Darden Restaurants, Inc. (NYSE:DRI)

Starboard Value Files Complaint Against Darden Restaurants Inc. (DRI) in Florida Court; Demands Certain Books and Records

In a newly amended filing with the U.S. Securities and Exchange Commission, Starboard Value LP, managed by Jeffrey Smith, disclosed that it has filed......(read more)
Darden Restaurants, Inc. (NYSE:DRI)

Jeffrey Smith’ Starboard Value Sends Another Letter To Darden Restaurants Inc.’s (DRI) Board of Directors

Starboard Value LP, managed by Jeffrey Smith, has revealed, in a newly amended filing with the U.S. Securities and Exchange Commission, a letter sent......(read more)
Leon Cooperman Omega Advisors

Actavis plc (NYSE:ACT), Citigroup Inc (NYSE:C): Leon Cooperman at Delivering Alpha Conference: A Preview of Some Possible Stock Picks

The 4th Annual Delivering Alpha Conference will start tomorrow, July 16, in New York City, featuring various prominent figures from the finance world......(read more)
Wausau Paper Corp.(NYSE:WPP)

Starboard’s Gavin Molinelli To Be Appointed on Wausau Paper Corp. (WPP)’s Board

Last week, Jeffrey Smith’s Starboard Value LP and Wausau Paper Corp. (NYSE:WPP), a $513 million market cap company that manufactures, converts, and......(read more)
Jeff Smith

Jeffrey Smith’s Letter to Quantum Corp (QTM)’s Shareholders: Seeking Support for Additional Representation on the Board

Jeffrey Smith (Starboard Value Lp) has sent a letter to Quantum Corp (NYSE:QTM)’s stockholders in search of support for additional representation in......(read more)
Jeff Smith

Hedge Fund News: Jeffrey Smith, Julian Robertson & David Abrams

Starboard Value’s Latest Demand Is a Throwback to the ‘80s (InstitutionalInvestorsAlpha) When Jeffrey Smith of New York–based hedge fund firm Starboard......(read more)
hedge fund research

RF Micro Devices (RFMD), Polycom (PLCM), Magnum Hunter Resources (MHR) Among George Soros’ Small-Cap Picks for Q1

Yesterday George Soros’s Soros Fund Management, filed its Form 13F Filing for the first quarter of 2014 with the U.S. Securities and Exchange Commission......(read more)
Jeff Smith

Starboard’s Managing Director To Serve As Observer of Wausau Paper Corp. (WPP) Board

Jeffrey Smith’s Starboard Value LP has entered into a letter agreement with Wausau Paper Corp. (NYSE:WPP), a new amended filing showed. Pursuant to......(read more)
Jeff Smith

Jeffrey Smith, Starboard Value’s Investor Presentation On Darden Restaurants, Inc.(DRI); Argue Against Red Lobster Spin-off

Jeffrey Smith and Starboard Value are not fond of the decision of Darden Restaurants, Inc.(NYSE:DRI) management to proceed with the spin-off of one of......(read more)
TriQuint Semiconductor (NASDAQ:TQNT)

Starboard Value Ups Stake in TriQuint Semiconductor (TQNT); Reports Resignation of Director from Unwired Planet Inc (UPIP)’s Board

Jeffrey Smith of Starboard Value LP has revealed two of his recent moves, which involve TriQuint Semiconductor (NASDAQ:TQNT) and Unwired Planet Inc......(read more)
CITADEL INVESTMENT GROUP

Hedge Funds Seem to Love Aaron’s, Inc. (AAN)

Buying stocks alongside activist investors can be a profitable strategy. Hedge funds with an activist bent attempt to build large stakes in cheap companies......(read more)
Integrated Device Technology, Inc. (NASDAQ:IDTI)

Starboard Value Further Reduces Stake in Integrated Device Technology, Inc (IDTI)

For the third time in past three months, Jeffrey Smith’s Starboard Value LP reduced its stake in Integrated Device Technology, Inc (NASDAQ:IDTI). According......(read more)
Jeff Smith

Cash Rich Technology Stock With Strong Upside Potential

Cash rich technology stocks have been targeted by hedge funds because these companies trade at a discount to their peers. Carl Icahn has been forcing......(read more)
Jeff Smith

Jeffrey Smith’s Starboard Value Cuts Its Exposure to Integrated Device Technology (IDTI)

Jeffrey Smith’s Starboard Value LP, further trimmed its stake in Integrated Device Technology, Inc (NASDAQ:IDTI) to 8.80 million shares from 10.20......(read more)
Darden Restaurants, Inc. (NYSE:DRI)

Starboard Sends Another Letter To Shareholders of Darden Restaurants Inc. (DRI)

Jeffrey Smith and his fund Starboard Value, in its latest filing, revealed an open letter sent to the shareholders of Darden Restaurants Inc. (NYSE:DRI......(read more)
Wausau Paper Corp.(NYSE:WPP)

Jeffrey Smith Sends Another Letter to Wausau Paper Corp. (WPP)

Starboard Value Lp, managed by Jeffrey Smith, has sent a new letter to Wausau Paper Corp. (NYSE:WPP), expressing its disappointment after the company......(read more)