Google (GOOGL) just made a statement. On August 3, Google announced that it’s investing $450 million in home security company ADT Corp (ADT).
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August 22 - Stock Analysis
When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my first six posts were titled "Viral Market Meltdowns", reflecting the...
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August 21 - News, Stock Analysis, Tech
We are almost done with the second quarter. Investors decided to bet on the economic recovery and a stock market rebound. S&P 500 Index returned almost 20% this quarter.
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July 2 - Hedge Funds, News
Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first.
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May 23 - Hedge Funds, News
"I have been following Dr. Inan Dogan since this outbreak, and he is a phenomenally intelligent researcher. One month ago, Dr. Dogan's prediction that the total U.S.
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April 22 - Hedge Funds, News
Coronavirus is probably the #1 concern in investors' minds right now. It should be.
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March 3 - Hedge Funds, News
We recently came across an Australian publicly traded investment fund's investor letter.
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January 9 - Hedge Fund Investor Letters, Hedge Funds, News
Point72, Renaissance Technologies, and Millennium are Trying to Make Quant Strategies Work in Bond Markets.
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December 31 - Hedge Funds, Insider Trading
Last year's fourth quarter was a rough one for investors and many hedge funds, which were naturally unable to overcome the big dip in the broad market, as the S&P 500 fell by ...
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December 24 - Hedge Funds, News
Concerns over rising interest rates and expected further rate increases have hit several stocks hard during the fourth quarter of 2018.
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November 23 - Hedge Funds, News
"Facebook reported 32% growth in constant currency ad revenue, along with expectations for 50-55% growth in expenses as the Company continued with their telegraphed plan to accelerate...
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November 7 - Hedge Fund Investor Letters, News
The Insider Monkey team has completed processing the quarterly 13F filings for the June quarter submitted by the hedge funds and other money managers included in our extensive...
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October 3 - Hedge Funds, News
As readers of this blog know, I don't write much about whether stocks collectively are over or under priced, other than my usual start of the year posts about markets or in response...
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October 2 - Macroeconomic Predictions, News, Stock Analysis
Hedge fund manager Kyle Bass, a longtime China critic, told CNBC on Monday that President Donald Trump needs to avoid striking a deal with Beijing solely for agricultural purchases...
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September 30 - Hedge Funds, Insider Trading
I listened to Leon Cooperman’s talk at an event hosted by the New York Alternative Investment Roundtable.
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September 18 - Hedge Funds, News
"The combination of historically low interest rates -- $13 trillion of global government debt, over 20% of the total outstanding, yields less than-zero— and historically high...
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September 2 - Hedge Funds, News
Insider Monkey tracks hedge funds, billionaires, and prominent value investors for a very simple reason: their consensus picks generally outperform the market.
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June 28 - Hedge Funds, News
BOSTON (Reuters) - Billionaire investor Daniel Loeb said on Friday that his hedge fund Third Point LLC will vote against the planned merger of United Technologies Corp (UTX.N) ...
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June 28 - Hedge Funds, Insider Trading
The Omega Advisors chairman and CEO, billionaire Leon Cooperman, recently was a guest at CNBC’s "Squawk Box", and he shared his observations on the current market trends.
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June 21 - Hedge Funds, News
Our extensive research has shown that imitating the smart money can generate significant returns for retail investors, which is why we track nearly 750 active prominent money ...
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June 1 - Hedge Funds, News
"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 over the last six months went...
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May 23 - Hedge Funds, Lists, News
The second largest position in Mark Asset Management’s equity portfolio at the end of last quarter of 2018 was in Alphabet Inc Class A (NASDAQ:GOOGL) This position counted 15...
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May 6 - News
"Market conditions are changing.
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March 18 - Hedge Funds, News
A turbulent fourth-quarter lead to several major changes on Insider Monkey's quarterly list of the 30 Most Popular Stocks Among Hedge Funds, though the top stock hung on to its...
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March 17 - Hedge Funds, News
By many measures, Alphabet Inc. (NASDAQ:GOOGL) was a juggernaut during the fourth quarter.
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February 27 - Market Movers, News, Tech
Billionaire Stan Druckenmiller was on Bloomberg TV trying to explain what's going on in the financial markets. We shared another Druckenmiller interview last month.
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December 18 - Hedge Funds, News
While the market driven by short-term sentiment influenced by uncertainty regarding the future of the interest rate environment in the US, declining oil prices and the trade war...
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December 2 - Hedge Funds, News
Is MDC Partners Inc.
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November 29 - Hedge Funds, News
Trapeze Asset Management, which will undergo a name change to Generation Portfolio Management Corp.
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November 22 - Commodities, Gold, Hedge Fund Investor Letters, Hedge Funds, News
Equity hedge funds on average hedge around 30-70% of their long exposure depending on their views of the market conditions. We have been in a bull market since March 2009.
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November 18 - Hedge Funds, News
We're a day away from the 13F deadline for the September 30 reporting period, when institutional investment managers with at least $100 million in equity holdings must file ...
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November 13 - Hedge Funds, News
Fisher Investments is a fee-only investment adviser that was founded by billionaire Ken Fisher in 1979.
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November 10 - Hedge Fund Analysis, Hedge Funds, News
CQS Cayman LP is a multi-strategy credit-oriented hedge fund, founded back in 1999 by its current Senior Portfolio Manager, Chief Executive and Senior Investment Officer, Sir ...
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November 9 - Hedge Funds, News
Concerns over rising interest rates and expected further rate increases have hit several stocks hard since the end of the third quarter.
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November 3 - Hedge Funds, News
Media has an inherent bias towards hedge funds. When bull market is raging, they criticize hedge funds for not keeping up with the S&P 500 Index.
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November 3 - Hedge Funds, News
We have been covering hedge funds for the last 8 years and noticed that for the most part financial journalists love to bash hedge funds.
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October 28 - Hedge Funds, We Disagree
One hundred fifty years ago Standard Oil became the largest oil refinery company in the world.
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September 26 - News, Tech
Privacy concerns and slowing user growth haven't dampened hedge funds' enthusiasm for Facebook Inc (NASDAQ:FB) in the slightest.
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August 16 - Hedge Funds, News, Tech
Advertising is big business globally – economists predict that the global advertising spend will jump from $534.8B in 2017 to $557.99B this year to mark a consistent 4.3% annual...
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May 21 - Earnings Report, Ethereum and Other Cryptocurrencies, News, Tech
Tech stocks had a great performance in 2017, with many analysts and investors praising them with aiding the rally and record highs registered by the S&P 500 and NASDAQ Indexes...
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March 13 - Hedge Funds, News, Tech
Google's slogan has long been "Don't Be Evil", but the company's actions have been anything but nice over the years, as the Alphabet Inc (NASDAQ:GOOGL) subsidiary has routinely...
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February 21 - Hedge Funds, News, Tech
Yesterday I saw a lazy article on Bloomberg with the title "Hedge Funds Are Dumping Facebook and Google".
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February 15 - Hedge Funds, News, We Disagree
It's no surprise that investors like tech stocks.
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December 19 - Hedge Funds, News, Tech
If your Internet connection is not always the best, or you're preparing for a ride somewhere and you know you won't have any WiFi, but would still love to relax a bit by playing...
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December 14 - Lists, News, Tech
For the past decade, the popularity of the smartphone has grown exponentially, the number of users growing day by day, with some people owning more than one, so we thought to ...
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December 9 - Economy, Lists, Tech
Ranking the 11 most innovative companies in the world is tough given that the term innovation has become a cliché these days.
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November 23 - News
Technology is ever-evolving and smartphones have created somewhat of a revolution over the past decades, as we now have more access to information than ever before, so we wanted...
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November 23 - News, Tech
Over the past couple of decades, the internet has evolved exponentially, turning into the world's go-to place for social gatherings, so we wanted to see what the 18 most popular...
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November 20 - News, Tech
Sequoia Fund just released its Q3 letter, and the fund returned 3.71% net of fees for the three months, slightly trailing the S&P 500's 4.48% return.
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November 7 - Hedge Funds, News