Were Hedge Funds Right About Deserting GlaxoSmithKline plc (GSK)?
Billionaire hedge fund managers such as David Abrams, Steve Cohen and Stan Druckenmiller can generate millions or even billions of dollars every year by pinning down high-potential...
Posts Tagged ‘Newsfeed’
Should You Buy Booking Holdings Inc. (BKNG)?
A market correction in the fourth quarter, spurred by a number of global macroeconomic concerns and rising interest rates ended up having a negative impact on the markets and ...
Were Hedge Funds Right About Wells Fargo & Company (WFC)?
The market has been volatile in the fourth quarter as the Federal Reserve continued its rate hikes to normalize the interest rates.
Jeffry Gates’ Gates Capital Management’s Return, AUM, and Holdings
Jeffry Gates’ Gates Capital Management is an event-driven alternative asset manager founded back in 1996, which managed around $2.69 billion on a discretionary basis at the ...
Was Starboard Value’s Jeffrey Smith Wrong about Newell Brands (NWL)?
In April last year, Starboard Value’s Jeff Smith discussed in a CNBC interview his opinions on the changes that Newell Brands (NASDAQ:NWL) was going through during April 2018...
Were Hedge Funds Right About Alibaba Group Holding Limited (BABA)?
Hedge fund managers like Andreas Halvorsen, Chase Coleman, or Carl Icahn became billionaires through reaping large profits for their investors, which is why piggybacking their...
Are Hedge Funds Right About Berkshire Hathaway Inc. (BRK-B)?
Reputable billionaire investors such as Jim Simons, Cliff Asness and David Loeb generate exorbitant profits for their wealthy accredited investors (a minimum of $1 million in...
ValueAct Capital’s CBRE Recommendation Delivers 150% Gain
"On October 2, 2012, ValueAct Capital‘s fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in New York.
Jeffrey Talpins’ Top Stock Picks
If you are looking for the best ideas for your portfolio you may want to consider some of Jeffrey Talpins’ third quarter top stock picks.
MGM Growth Properties LLC (NYSE:MGP): Are Hedge Funds Right About This Stock?
Is MGM Growth Properties LLC (NYSE:MGP) a good bet right now? We like to analyze hedge fund sentiment before doing days of in-depth research.
What??? Are Hedge Fund Hotels Really Getting Liquidated?
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.
Does Seth Klarman Have Any Plans Regarding Viasat Inc (VSAT) At All?
Seth Klarman's Baupost controls more than 23% of Viasat Inc (NASDAQ:VSAT)'s outstanding shares. Baupost has been a decade long investor in this sleepy stock.
XPO Logistics Inc (XPO): Here’s Why Mar Vista Investment Partners Likes It
Mar Vista Investment Partners, a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc (NYSE:XPO).
CarMax, Inc (KMX): Why Mar Vista Investment Partners Loves This Stock
Mar Vista Investment Partners is a California-based investment management firm that recently published its Q4 investor letter (you can download a copy here).
Iqvia Holdings Inc (IQV): Why RiverPark Loves This Health Care Services Company
RiverPark is bullish on Iqvia Holdings Inc (NYSE:IQV) in which the fund started a new position during the fourth quarter of 2017.
UnitedHealth Group Inc (UNH): Here’s Why RiverPark Bought Shares In Q4
RiverPark opened a small position in UnitedHealth Group Inc (NYSE:UNH) during the fourth quarter.
Playa Hotels & Resorts NV (PLYA): Dane Capital Sees Strong Long-Term Growth
Dane Capital sees a strong long-term growth for Playa Hotels & Resorts NV (NASDAQ:PLYA), a $1.7-billion market cap operator of hotels and resorts.
Limbach Holdings, Inc. (LMB): Dane Capital Expects ‘Significant Upside’ to Shares In 2018
Dane Capital Management recently published its Q4 investor letter in which the fund discussed its investment thesis on Limbach Holdings, Inc.
Tidewater Inc. (TDW): Why Third Avenue Management Likes It
Third Avenue Management is bullish on Tidewater Inc.
Aspen Insurance Holdings Limited (AHL): Here’s Why Third Avenue Bought Shares
Third Avenue Management added Aspen Insurance Holdings Limited (NYSE:AHL) to its portfolio during the fourth quarter as part of its small cap investment strategy.
Why Upslope Capital Is Bullish On Bemis Company, Inc. (BMS)
Upslope Capital is bullish on Bemis Company, Inc. (NYSE:BMS), a manufacturer of packaging products headquartered in Neenah, Wisconsin.
Upslope Capital Opens Short Position In Crown Holdings, Inc. (CCK)
Upslope Capital recently published its Q4 investor letter in which the investment firm discussed important changes to its portfolio positions during the quarter.
Top Performing Fund Goes Short On Sanderson Farms, Inc. (SAFM)
Wolf Hill Capital is bearish on Sanderson Farms, Inc. (NASDAQ:SAFM), the third-largest domestic poultry producer in the United States.
Constellium NV (CSTM): Why Wolf Hill Capital Loves This Aluminum Stock
Wolf Hill Capital is bullish on Constellium NV (NYSE:CSTM), a Netherlands-based developer of aluminum products.
Archrock Partners LP (APLP): Wolf Hill Sees ‘Substantial Upside’ For Combined Company
Wolf Hill Capital recently published its Q4 investor letter in which the fund discussed Archrock Partners LP (NASDAQ:APLP), Constellium and other companies.
Celgene Corporation (CELG): Here’s What Polen Capital Thinks About It
Florida-based Polen Capital sees value in Celgene Corporation (NASDAQ:CELG), which struggled during the past year.
Nike Inc (NKE) Could Deliver Mid-Teens EPS Growth Over Long Term: Polen Capital
Florida-based investment management firm Polen Capital is bullish on Nike Inc (NYSE:NKE).
Regeneron Pharmaceuticals Inc (REGN)’s Dupixent Has Multi-Billion-Dollar Potential: Polen Capital
Florida-based investment manager Polen Capital is bullish on Regeneron Pharmaceuticals Inc (NASDAQ:REGN), a New York-based biotech company with six FDA-approved medicines and ...
Celgene Corporation (CELG) Offers Compelling Growth Opportunity: Wedgewood
Missouri-based investment firm Wedgewood Partners loves Celgene Corporation (NASDAQ:CELG), an $81-billion global biopharmaceutical company whose shares lost nearly 10% of their...
Apple Inc. (AAPL): Here Is What Wedgewood Thinks About iPhone Maker
Wedgewood Partners, a Missouri-based investment advisory firm, is bullish on, Apple Inc. (NASDAQ:AAPL) which had a good year in 2017.
Is General Electric Company (GE) A Good Stock To Buy Right Now?
Is General Electric Company a good stock to buy right now? After its toughest year since the financial crisis, General Electric Company (NYSE:GE) is off to a great start to the...
Is Godaddy Inc (GDDY) a Good Stock to Buy in 2018?
Godaddy Inc (NYSE:GDDY) is Arizona-based web hosting and domain name registration company, having a market cap of more than $8 billion.
Pershing Square Sells Entire Stake in Nomad Foods Limited (NOMD)
Pershing Square closed its position in Nomad Foods Limited (NYSE:NOMD) during the third quarter.
10 Best Selling Consumer Products in Bangladesh
Consumer products are the goods that are purchased by a customer for consumption.
Why Pershing Square Still Likes Restaurant Brands International Inc (QSR)
At Insider Monkey, we keep a close eye on hedge funds, and Bill Ackman's Pershing Square Capital Management is without a doubt one of the best.
Hedge Fund Managers Share 6 Best Investing Ideas for 2018
At this year's Sohn Investment conference in London, some of the renowned hedge fund managers shared their best ideas about investing next year.
Old Republic International Corporation (ORI): Bireme Capital Opens New Position in Q3
Bireme Capital recently released its Q3 investor letter (you can download a copy here) in which the hedge fund discussed its investment thesis on Old Republic International Corporation...
Twenty-First Century Fox Inc (FOXA): Bireme Capital Sees Great Value In ‘Hidden Assets’
Bireme Capital is bullish on Twenty-First Century Fox Inc (NASDAQ:FOXA).
Express Scripts Holding Company (ESRX): Bireme Capital Betting Big On This PBM Company
Bireme Capital sees a value in Express Scripts Holding Company (NASDAQ:ESRX), a $34-billion market cap pharmacy benefit management (PBM) company in North America.
Aimia Inc (AIM): Mittleman Brothers Loves This Data-Driven Marketing And Loyalty Analytics Firm
Mittleman Brothers recently published its Q3 investor letter (you can download a copy here).
Why Target Corporation (TGT) Sank Last Week Despite Surge in Same-Store Sales
Target Corporation (NYSE:TGT), one of the top online shopping sites in America, saw a significant rise in its quarterly same-store sales according to the company’s earnings ...
International Business Machines Corp. (IBM) Likely to Make Comeback Despite Buffett Selling More Shares: Cramer
International Business Machines Corp. (NYSE:IBM) is an old-school tech firm that the millennial generation may not be all that familiar with.
Hayden-Capital Comments on Interactive Brokers Group, Inc. (IBKR)
In Hayden-Capital's third quarter letter to investors (the fund generated a 1% return net of fees for the period to bring its total gain to 14.9% year-to-date, beating the S&P...
Alphabet Inc (GOOG), Jacobs Engineering Group Inc (JEC), Wells Fargo & Co (WFC): Insights From Sequoia Fund’s Q3 Letter
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.
Redknee Solutions Inc (RKN): Greenhaven Road Likes This Telecom Software Supplier
Greenhaven Road Capital is bullish on Redknee Solutions Inc (TSE:RKN), a Canada-based provider of communication software products, solutions, and services.
Fiat Chrysler Automobiles (FCAU) – Up Over 80% This Year – Is ‘Substantially Undervalued’: Greenhaven
Fiat Chrysler Automobiles (NYSE:FCAU) is one of the most beloved stocks of Greenhaven Road Capital.
O’Reilly Automotive Inc (ORLY) Is A Buy Right Now According To This Value Fund
Vulcan Value Partners' third quarter investor letter is out, and the fund has apparently purchased four new positions for the period.
AMC Entertainment Holdings Inc (AMC) On The Verge of Big Returns According To Mittleman Brothers
AMC Entertainment Holdings Inc (NYSE:AMC) hasn't exactly done well this year. Its stock has gone down over 60% as investors become less optimistic on the chain's prospects.
