Stay Clear of Steve Cohen’s Large Cap Stock Picks
By looking at the historical 13F filings of Steven Cohen’s SAC Capital, we calculate that his large-cap stock picks (those with market caps between...
Posts Tagged ‘Seth Klarman Baupost Group’
Seth Klarman’s Baupost Bought BP plc (ADR) (BP), Micron Technology, Inc. (MU) in Q2
In mid August, the Baupost Group filed its 13F for the second quarter of 2013, disclosing many of its long equity positions as of the end of June. Baupost...
What Does Seth Klarman’s Baupost See In BP plc (ADR) (BP)?
For about a year, oil major BP plc (ADR) (NYSE:BP) has been the largest position in the Baupost Group’s portfolio, according to 13Fs filed with the...
Hedge Funds Are Betting On Theravance Inc (THRX)
Is Theravance Inc (NASDAQ:THRX) an excellent investment now? Prominent investors are buying. The number of long hedge fund bets improved by 6 in recent...
Enzon Pharmaceuticals, Inc. (ENZN): Insiders Aren’t Crazy About It
Enzon Pharmaceuticals, Inc. (NASDAQ:ENZN) was in 15 hedge funds’ portfolio at the end of the first quarter of 2013. ENZN has experienced an increase...
Do Hedge Funds and Insiders Love NovaGold Resources Inc. (USA) (NG)?
NovaGold Resources Inc. (USA) (NYSEAMEX:NG) investors should pay attention to a decrease in support from the world’s most elite money managers of...
Hedge Funds Are Betting On Rovi Corporation (ROVI)
Rovi Corporation (NASDAQ:ROVI) was in 18 hedge funds’ portfolio at the end of the first quarter of 2013. ROVI has experienced an increase in enthusiasm...
Hedge Funds Are Buying Elan Corporation, plc (ADR) (ELN)
Elan Corporation, plc (ADR) (NYSE:ELN) has seen an increase in enthusiasm from smart money of late. In the 21st century investor’s toolkit, there are...
Billionaire Ray Dalio’s Top Picks Include Microsoft Corporation (MSFT)
Editor’s Note: Related tickers: Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Oracle Corporation (NASDAQ:ORCL), Intel Corporation...
Microsoft Corporation (MSFT) Among Billionaire Ray Dalio’s Long-Term Stock Picks
Several weeks after the end of each quarter, hedge funds and other notable investors file 13Fs with the SEC to disclose many of their long equity positions...
Hedge Fund News: John Paulson, David Einhorn, JPMorgan Chase & Co. (JPM)
Editor’s Note: Related Tickers: AngloGold Ashanti Limited (ADR) (NYSE:AU), Gleacher & Company Inc (NASDAQ:GLCH), JPMorgan Chase & Co. (NYSE...
Do Hedge Funds and Insiders Love Allied Nevada Gold Corp. (ANV)? – IAMGOLD Corporation (USA) (IAG), NovaGold Resources Inc. (USA) (NG)
Allied Nevada Gold Corp. (NYSEAMEX:ANV) investors should be aware of a decrease in support from the world’s most elite money managers in recent...
Hedge Funds Are Crazy About Idenix Pharmaceuticals Inc (NASDAQ:IDIX)
Is Idenix Pharmaceuticals Inc (NASDAQ:IDIX) the right investment to pursue these days? The smart money is in an optimistic mood. The number of long hedge...
Is Oracle a Good Stock to Buy?
Oracle Corporation (NASDAQ:ORCL) recently reported the results from its most recent fiscal quarter, which ended in February and is the third quarter of...
Genworth Financial Inc (NYSE:GNW): Hedge Funds and Insiders Are Bullish, What Should You Do?
Genworth Financial Inc (NYSE:GNW) was in 35 hedge funds’ portfolio at the end of December. GNW has seen an increase in activity from the world&#...
Value Investor Seth Klarman’s Cheap Stock Picks Include BP
By using data from hedge funds’ 13F filings, we have found that on average the most popular small cap stocks among hedge funds beat the market by 18...
Hedge Funds Love Exxon Mobil, Schlumberger, and More Energy Stocks
We have put together our database of 13F filings from hundreds of hedge funds and other notable investors following the remaining filings being made public...
Ten Tech Stocks Hedge Funds Love: Apple Inc. (AAPL) and More
We have processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long...
Seth Klarman’s Latest Stock Picks Include AIG
Copies of Seth Klarman’s book Margin of Safety, published in 1991, have changed hands for up to $1,500 as some market watchers consider the value investor...
Jeffrey Vinik’s Most Promising Stock Picks
We follow hedge fund activity in general, but we are particularly interested in finding small-cap and mid-cap stocks that hedge funds like. This is because...
Hedge Fund Cantillon Capital Management’s Stock Picks for 2013
William von Mueffling founded Cantillon Capital Management in 2003 after a very successful stint at Lazard. The fund originally followed a long/short...
Seth Klarman’s High Upside Potential Stock Picks: Oracle (ORCL) and More
Seth Klarman, manager of the large hedge fund Baupost Group, wrote a book on investing entitled Margin of Safety in 1991. He has since become such a closely...
Billionaire Ken Fisher’s High Upside Potential Stocks: Apple Inc. (AAPL) and More
Billionaire Ken Fisher’s Fisher Asset Management released its quarterly 13F filing several weeks ago, disclosing many of its long equity positions (...
An Insider Bought Shares of HP
Hewlett-Packard Company (NYSE:HPQ)’s COO, Bill Veghte, transferred 58,500 of his directly held shares of the company’s stock to an annuity trust which...
Is Oracle Corporation a Good Stock to Buy?
Oracle Corporation (NASDAQ:ORCL) made our list of the ten technology stocks hedge funds were crazy about during the third quarter (see the full rankings...
BP, Oracle, and More: Seth Klarman’s Value Stock Picks
The Baupost Group, managed Seth Klarman, is one of the world’s largest hedge funds. Klarman wrote a book in 1991 discussing his thoughts on investing...
Seth Klarman’s Latest Stock Picks
Seth Klarman’s book Margin of Safety sells at prices up to $1,500- that’s how much the investing community thinks it’s worth just to read his thoughts...
Is Oracle A Screaming Buy?
Oracle Corporation (NASDAQ:ORCL) was one of the most popular technology stocks among hedge funds and other notable investors during the second quarter...
Hedge Fund News: George Soros, Seth Klarman, Crispin Odey
Barack Obama Super PAC Raises $13 Million From Silicon Valley, Unions, George Soros (HuffingtonPost) Silicon Valley has supported President Barack Obama...
Litespeed Management Is Having A Great 2012
By tracking hedge fund holdings, and observing changes in prices of the stocks they own over time, we can approximate hedge fund performance. Recently...
Is BP a Good Stock to Buy?
Yes, we know that the general public is still sour on BP plc (NYSE:BP) more than two years after the Deepwater Horizon accident, and that investor sentiment...
Hedge Fund News: George Soros, Seth Klarman, Carl Icahn
George Soros Buys Convertible Bonds In Digital River (ValueWalk) George Soros’, Soros Fund Management, a hedge fund management company, which he founded...
Why is Highbridge Capital Upping Its Stake in This Tech Company?
In a 13G filing last week, billionaire fund manager Glenn Russell Dubin of Highbridge Capital Management announced that his firm now had a 5.15% ownership...
Is HP Cheap Now?
Hewlett-Packard Company (NYSE:HPQ) CEO Meg Whitman recently gave earnings guidance for the 2013 fiscal year (which ends next October) which disappointed...
Hedge Fund News: Dan Loeb, Bill Ackman, D.E. Shaw
Third Point Faces New Accusations Over Fairfax Shares Debacle (ValueWalk) Dan Loeb’s Third Point has been accused again of conspiring to destroy Fairfax...
Billionaire Seth Klarman’s Favorite Healthcare Stocks
The Baupost Group, managed by value investor Seth Klarman (author of Margin of Safety), is one of the largest hedge funds in the world. It invests in...
Billionaire Seth Klarman’s Latest Stock Picks
The Baupost Group, managed by Seth Klarman, filed its 13F with the SEC for the second quarter of 2012 this week. Klarman is a value investor known for...
Hedge Fund News: David Shaw, Daniel Loeb, Seth Klarman
DE Shaw Founder Building $75M Mansion (HedgeFund) A sprawling mansion on a hill is in the works for D.E. Shaw & Co. founder David Shaw and his family...
Hedge Fund News: Yahoo, David Einhorn, Dan Loeb
Third Point’s Loeb boosts Yahoo stake (Reuters) Hedge fund manager Daniel Loeb has upped his stake in Yahoo Inc (YHOO.O) by about 2.5 million shares...
Hedge Fund News: Seth Klarman, Man Group, Telus Corp
Hedge fund manager: patient and confident enough to do nothing (CSMonitor) My post yesterday contrasting Seth Klarman with many of his more well-known...
Hedge Fund News: Seth Klarman, Nouriel Roubini, Dynegy Inc
The Oracle of Boston (Economist) HEDGE-FUND bosses rarely double as cult authors. But an out-of-print book by Seth Klarman, the boss of the Baupost Group...
Hedge Fund News: William Ackman, Julian Robertson, Seth Klarman
Ackman Puts Stamp On Canadian Pacific With New CEO (Bloomberg) William Ackman had to wait only six weeks after winning a proxy fight at Canadian Pacific...
Seth Klarman’s Q1 Top Stock Picks
Last year was not a good year for hedge funds. The entire hedge fund industry struggled during the past year, but there were some exceptions. Take Seth...
Hedge Fund News : Seth Klarman, Hedge Fund Start-Ups Loses Appeal, Ex-Summit Chief for Insider Trading
Trient Asset Management of Norway, Tiger Management Announce Strategic Partnership Focussed on Global Macro (EON) Trient Asset Management AS (“Trient...
Baupost Group’s $1B Lawsuit Against Bank of America $BAC Dismissed
This week, “New York State Supreme Court Justice Barbara Kapnick dismissed the complaint filed last year by Walnut Place LLC and related entities...
Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…
Seth Klarman’s Margin of Safety (Frank Voisin) Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can...
Hedge Fund News: Buffett, Klarman, D.E. Shaw, Lampert…
Bumpy Road for Buffett as Insurance Funds Dry Up (Bloomberg) Bloomberg’s Dominic Chu reports that Warren Buffett, the former hedge fund manager...
Hedge Fund News: Buffett, Lampert, Klarman, Soros…
Buffett Reveals Warts as He Prepares Annual Letter (Bloomberg) Warren Buffett bought oil stocks near the peak of an energy boom, declined to spend $35...
Hedge Fund News: Jim Chanos, Rogers, Baupost, Paulson…
Chanos, Zimmerman on Hedge Fund History (Bloomberg) Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed...
Hedge Fund News: Falcone & LightSquared, Hedge Funds Buy Banks, Insider Trading Cases…
Billionaire Falcone: No Lightsquared Bankruptcy (Reuters) Hedge fund manager Philip Falcone is ruling out a bankruptcy filing for his telecom startup...
