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 above $20 billion) returned...
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.
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 SEC (we track 13Fs as part...
Hedge Funds Are Betting On Theravance Inc (THRX)
In the eyes of most investors, hedge funds are seen as slow, old investment vehicles of yesteryear.
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.
Do Hedge Funds and Insiders Love NovaGold Resources Inc. (USA) (NG)?
In the financial world, there are tons of gauges shareholders can use to watch the equity markets. A couple of the best are hedge fund and insider trading sentiment.
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.
Hedge Funds Are Buying Elan Corporation, plc (ADR) (ELN)
In the 21st century investor’s toolkit, there are tons of metrics market participants can use to track Mr. Market.
Billionaire Ray Dalio’s Top Picks Include Microsoft Corporation (MSFT)
Editor's Note: Related tickers: Microsoft Corporation (NASDAQ:MSFT), Apple Inc.
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 as of the end of that...
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:JPM), ViaSat, Inc.
Do Hedge Funds and Insiders Love Allied Nevada Gold Corp. (ANV)? – IAMGOLD Corporation (USA) (IAG), NovaGold Resources Inc. (USA) (NG)
To most traders, hedge funds are viewed as slow, old financial vehicles of yesteryear.
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.
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 the company’s fiscal ...
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's largest hedge funds recently.
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 percentage points per year...
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 earlier this month.
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 equity positions which ...
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 a guru.
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.
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.
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.
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 (see the list of stocks from...
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 then purchased about...
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) with 60 hedge funds and...
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.
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 on investing that ...
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 of 2012, according to our...
Hedge Fund News: George Soros, Seth Klarman, Crispin Odey
Silicon Valley has supported President Barack Obama with huge contributions to the super PAC backing his reelection in the final month before the election.
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.
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 towards the company...
Hedge Fund News: George Soros, Seth Klarman, Carl Icahn
George Soros’, Soros Fund Management, a hedge fund management company, which he founded in 1969, bought 2% convertible Bond holdings in Digital River, Inc.
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 stake in Echostar Corporation...
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 the street, naming “...
Hedge Fund News: Dan Loeb, Bill Ackman, D.E. Shaw
Dan Loeb’s Third Point has been accused again of conspiring to destroy Fairfax Financial Holdings Limited (TSE:FFH) (PINK:FRFHF), after it is alleged that the hedge fund was...
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.
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.
Hedge Fund News: David Shaw, Daniel Loeb, Seth Klarman
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
Hedge fund manager Daniel Loeb has upped his stake in Yahoo Inc (YHOO.O) by about 2.5 million shares, according to a regulatory filing with the Securities and Exchange Commission...
Hedge Fund News: Seth Klarman, Man Group, Telus Corp
My post yesterday contrasting Seth Klarman with many of his more well-known hedge fund peers has generated a ton of feedback, which is cool.
Hedge Fund News: Seth Klarman, Nouriel Roubini, Dynegy Inc
HEDGE-FUND bosses rarely double as cult authors. But an out-of-print book by Seth Klarman, the boss of the Baupost Group, sells for as much as $2,499 on Amazon.
Hedge Fund News: William Ackman, Julian Robertson, Seth Klarman
William Ackman had to wait only six weeks after winning a proxy fight at Canadian Pacific Railway Ltd. (CP) for his choice as chief executive officer to get the job.
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.
Hedge Fund News : Seth Klarman, Hedge Fund Start-Ups Loses Appeal, Ex-Summit Chief for Insider Trading
Trient Asset Management AS (“Trient”), headquartered in Oslo, Norway and Tiger Management L.L.C.
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, saying the lawsuit was premature...
Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…
Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can find. Or not find. It is famously rare.
Hedge Fund News: Buffett, Klarman, D.E. Shaw, Lampert…
Bloomberg's Dominic Chu reports that Warren Buffett, the former hedge fund manager who built Berkshire Hathaway Inc.
Hedge Fund News: Buffett, Lampert, Klarman, Soros…
Warren Buffett bought oil stocks near the peak of an energy boom, declined to spend $35 million on a growing television station and swapped a Berkshire Hathaway Inc.
Hedge Fund News: Jim Chanos, Rogers, Baupost, Paulson…
Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed Management LLC, Michael Novogratz, principal at Fortress Investment Group...
Hedge Fund News: Falcone & LightSquared, Hedge Funds Buy Banks, Insider Trading Cases…
Hedge fund manager Philip Falcone is ruling out a bankruptcy filing for his telecom startup LightSquared Inc, one day after U.S.
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