Avoid These Stock Picks of John Griffin
By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps between $10 and $20 billion...
Posts Tagged ‘John Griffin Blue Ridge Capital’
5 November Hedge Funds Moves You Shouldn’t Miss
Amid many hedge fund moves that took place over the recent couple of weeks, there are several that stand out and shouldn't go unnoticed.
Wal-Mart Stores, Inc. (WMT), Lowe’s Companies, Inc. (LOW) & More: The Smart Money’s Top 10 Retail Plays
In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions as of the end of June...
Wyndham Worldwide Corporation (WYN), Google Inc (GOOG) & The Rest of Clough Capital’s Favorites
Charles Clough is the manager of Clough Capital Partners, a hedge fund that recently filed its 13F filing with the Securities and Exchange Commission.
Why Tiger Global Traded Groupon Inc (GRPN) For Priceline.com Inc (PCLN)
Tiger Global, whose co-founders and managers include billionaire and Tiger Cub Chase Coleman, recently filed its 13F for the second quarter of 2013.
Billionaire Richard Chilton’s Top Stock Picks Include Dollar General Corp. (DG)
Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Richard Chilton’s Chilton Investment Company- whose most recent filing discloses...
Tiger Cub John Griffin’s Long Term Stock Picks Include Amazon.com, Inc. (AMZN)
We track quarterly 13F filings from hundreds of hedge funds, including Tiger Cub John Griffin’s Blue Ridge Capital, as part of our work developing investment strategies (for...
Tiger Cub Lee Ainslie’s Low P/E Stock Picks Include Apple Inc. (AAPL)
It’s been some time since Tiger Cub Lee Ainslie’s Maverick Capital filed its 13F for the first quarter of 2013, disclosing many of its long equity positions as of the end ...
Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our...
Tiger Cub John Griffin’s High-Upside Picks Include Citigroup Inc (C)
We can screen stocks for “upside potential” through the PEG ratio, which takes into account both a stock’s price-to-earnings multiple and analyst expectations for future...
Tiger Cub John Griffin’s New Stock Picks Include Citigroup Inc. (C)
John Griffin, who manages Blue Ridge Capital, was formerly legendary investor Julian Robertson’s second-in-command at Tiger Management.
Brahman Capital Owns 5.7% of Endo Health Solutions Inc (ENDP)
A 13G filed with the SEC has disclosed that Brahman Capital, a hedge fund managed by Peter Hochfelder and his team, owns 6.3 million shares of Endo Health Solutions Inc (NASDAQ...
Dollar General Corp. (DG), The Gap Inc. (GPS): Billionaire Stephen Mandel’s Consumer Stock Picks Include Gap
We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our work developing investment...
Billionaire Julian Robertson’s New Stock Picks Include Monsanto Company (MON), McGraw Hill Financial Inc (MHFI)
In May, billionaire Julian Robertson- well known as the founder of Tiger Management and mentor to several “Tiger Cubs” who have since become successful hedge fund managers...
Billionaire John Paulson’s New Stock Picks Include Family Dollar Stores, Inc. (FDO)
In May, billionaire John Paulson’s hedge fund Paulson & Co. filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March.
Billionaire Stephen Mandel’s Top Picks Include Google Inc (GOOG)
We track hundreds of 13F filings from hedge funds such as billionaire Stephen Mandel’s Lone Pine Capital and other notable investors, using the included information to help ...
Tiger Cub John Griffin’s Blue Ridge Capital Up to 6% of Endo Health Solutions Inc (ENDP)
Blue Ridge Capital, a hedge fund managed by John Griffin, has filed a 13G with the SEC to disclose a position of 6.6 million shares in Endo Health Solutions Inc (NASDAQ:ENDP), ...
Billionaire Stephen Mandel’s Long Term Stock Picks Include QUALCOMM, Inc. (QCOM)
Lone Pine Capital is managed by billionaire and Tiger Cub Stephen Mandel (“Tiger Cubs” are the group of hedge fund managers who previously worked at legendary investor Julian...
Workday Inc (WDAY): Billionaire Mandel Clears 9%
A 13G filed with the SEC has reported that Lone Pine Capital, which is managed by billionaire and Tiger Cub Stephen Mandel, owns 3.5 million shares of Workday Inc (NYSE:WDAY), ...
Tenet Healthcare Corp (THC), Health Management Associates Inc (HMA): Hedge Fund Glenview Capital’s Best Bets
We track quarterly 13F filings from hedge funds and other notable investors for a variety of purposes.
Owens Corning (OC), Youku Tudou Inc (ADR) (YOKU) & More: Tiger Cub John Griffin’s Best Under-the-Radar Picks
The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points...
Visteon Corp (VC), Cliffs Natural Resources Inc (CLF) Among Billionaire Steve Cohen’s Small Cap Picks
The most popular small cap stocks among hedge funds, according to our research tracking 13F filings, earn an average excess return of 18 percentage points per year (learn more...
Billionaire David Tepper’s Small Cap Picks Include US Airways Group, Inc. (LLC)
We have found in our research on 13F filings from hedge funds and other notable investors that the most popular small cap stocks (which we defined as market capitalization between...
Do Hedge Funds and Insiders Love Amazon.com, Inc. (NASDAQ:AMZN)?
Is Amazon.com, Inc. (NASDAQ:AMZN) worth your attention right now? The best stock pickers are becoming less hopeful.
Hedge Funds Are Selling BioMarin Pharmaceutical Inc. (NASDAQ:BMRN)
BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) was in 24 hedge funds' portfolio at the end of December.
Hedge Funds Are Betting On Sally Beauty Holdings, Inc. (NYSE:SBH)
Sally Beauty Holdings, Inc. (NYSE:SBH) was in 33 hedge funds' portfolio at the end of December.
This Metric Says You Are Smart to Sell Monsanto Company (NYSE:MON)
Monsanto Company (NYSE:MON) investors should pay attention to a decrease in support from the world's most elite money managers recently.
$21 Billion Hedge Fund Farallon Capital’s High Upside Potential Picks
We have been processing 13F filings from hedge funds in our database, which tracks positions in U.S. stocks over time and which we have used to develop investment strategies.
Tiger Cub John Griffin’s Tech Picks Include Apple Inc. (AAPL)
The most popular small cap stocks among hedge funds, as determined by quarterly 13Fs filings (which disclose many of a filer’s long equity positions as of the end of the previous...
Billionaire Stephen Mandel’s Tech Stock Picks Include Google Inc (GOOG)
We have found that the most popular small cap stocks among hedge funds, as determined by 13F filings, outperform the S&P 500 by an average of 18 percentage points per year (read...
Billionaires Julian Robertson and Stephen Mandel Like Google Inc (GOOG)
Six to seven weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions as of the end of...
Billionaire Richard Chilton’s Favorite Retail Stocks Include Home Depot
Even with the data in 13F filings being several weeks old by the time they are released, there are still a few different ways for investors to use this information.
Bain Capital’s Hedge Fund Likes Dollar General and More
Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including long/short equities...
$9 Billion Hedge Fund Eton Park’s Top Stock Picks Include eBay
Six to seven weeks after the end of each quarter, hedge funds and other large investors file 13Fs with the SEC, disclosing many of their long equity positions in U.S.
Google Inc (GOOG) Is Tiger Cub John Griffin’s Top Stock Pick
Hedge funds and other major investors are required to file 13Fs with the SEC several weeks after the end of each quarter, disclosing many of their long equity positions.
The Most Popular Healthcare Stocks Among Hedge Funds Include Pfizer
Even with the delay inherent in 13F filings (these filings disclose many of a hedge fund or other investor’s long equity positions at the end of a quarter, but are not released...
$6bn Blue Ridge Capital’s Top Small-Cap Holdings
Hedge funds have been known to seek alpha in small- and mid-cap stocks, as their pricing is often less efficient due to poor coverage by analysts and the media.
Iridian Asset Management Owns 6% of W.R. Grace
A 13G filed with the SEC has disclosed that Iridian Asset Management, a special situations fund managed by David Cohen and Harold Levy, now owns 4.5 million shares of W.R.
Don’t Expect Another 40% Rise in 2013 for Amazon.com, Inc. (AMZN)
Amazon.com, Inc. (NASDAQ:AMZN) finished 2012 up about 40% for the year.
Hedge Fund Manager Ricky Sandler’s Top Stock Picks Include Google Inc (GOOG)
Ricky Sandler founded Eminence Capital in 1998, at the age of 30.
Apple Inc. (AAPL) Remains Blue Ridge Capital’s Top Pick
Apple Inc. (NASDAQ:AAPL) is Blue Ridge Capital’s top stock pick.
Billionaire David Tepper’s 5 Stock Picks With The Most Upside Potential Including Apple Inc. (AAPL)
The PEG ratio allows investors to consider a stock’s P/E ratio- generally used as the basic value metric- with how fast the company’s earnings are expected to grow in the ...
Ralph Lauren, Gap, and More: Billionaire Stephen Mandel’s Favorite Retail Stocks
Stephen Mandel founded Lone Pine Capital in 1997 after leaving legendary investor Julian Robertson’s Tiger Management.
Stephen Mandel Is Clearing Out The Local Dollar Tree
Billionaire Stephen Mandel’s Lone Pine Capital had not owned any shares of Dollar Tree, Inc. (NASDAQ:DLTR) at the beginning of July.
Was Einhorn Wrong or Early on Martin Marietta Materials?
Billionaire David Einhorn of Greenlight Capital is closely followed, possibly most closely when he gives public presentations at investor conferences.
Tiger Cub John Griffin Sells Out of Netflix, JPMorgan, Lowe’s
John Griffin, former president of Tiger Management, founded Blue Ridge Capital in 1996.
Harvard’s Top Stock Picks
Harvard Management filed its 13F earlier this month, reporting many of its long equity positions as of the end of September.
Hedge Funds Have Bought These Stocks Recently
When hedge funds or other notable investors take a large long position in a stock (or then change that position) it must be reported relatively quickly to the SEC.
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