Hedge Fund News: Mick McGuire, Paul Singer, Warren Buffett
Breakup: Activist Fund Looking to Split Lear (CNBC) Nearly three years after taking a substantial stake in the auto supplier Lear, the activist hedge......(read more)
Posts Tagged ‘Stephen Mandel Lone Pine Capital’
Stay Away From Stephen Mandel’s Top Stock Picks
The 13F filings of Stephen Mandel, who manages Lone Pine Capital, reveal that his large-cap stock picks (those with market caps between above $20 billion......(read more)
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......(read more)
Hedge Fund Week in Review: Activist Action
Here are the eleven most important moves made in the hedge fund world this week. Bill Ackman reduced his Herbalife short significantly, replacing it......(read more)
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......(read more)
American International Group Inc (AIG), Citigroup Inc. (C) & JPMorgan Chase & Co. (JPM) Lead The Most Popular Financial Stocks In The Hedge Fund Industry
There are a number of things we look for when hedge funds and other major investors release their quarterly 13F filings. Of course, any new picks from......(read more)
Exxon Mobil Corporation (XOM), Anadarko Petroleum Corporation (APC) Among The 10 Most Popular Energy Stocks Among Hedge Funds
Several 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......(read more)
Warren Buffett and Insiders are Betting On General Motors Company (GM) & More
Quarterly filings from Warren Buffett’s Berkshire Hathaway are highly anticipated in the financial community- many investors and market watchers are......(read more)
Cognizant Technology Solutions Corp (CTSH), Mead Johnson Nutrition CO (MJN): Billionaire Stephen Mandel Likes These Bulls
Earlier in August, billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital filed its 13F for the second quarter of 2013 with the SEC, disclosing......(read more)
This Hedge Fund Is Bullish On Outerwall Inc (OUTR), Equinix Inc (EQIX) & More
John C. Walker is the manager of Stonerise Capital Management. At Insider Monkey, our research shows that watching hedge fund sentiment can help average......(read more)
Comcast Corporation (CMCSA), Time Warner Inc (TWX), Intuitive Surgical, Inc. (ISRG) Are On Billionaire Andreas Halvorsen’s ‘Top Pick’ List
In August, billionaire Andreas Halvorsen’s Viking Global filed its 13F for the second quarter of 2013 with the SEC, disclosing many of its long equity......(read more)
Sprint Corporation (S), QUALCOMM, Inc. (QCOM): Billionaire Leon Cooperman Bought More Communications Tech Last Quarter
Our research shows that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more......(read more)
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. We......(read more)
$20B Farallon Capital Is Betting Big On Yahoo! Inc. (YHOO), Charter Communications, Inc. (CHTR)
Andrew J.M. Spokes is the manager of Farallon Capital Management, after the retirement of Thomas Steyer (below) in 2012. Farallon was founded in 1986......(read more)
The Biggest Hedge Fund in the World Loves QUALCOMM, Inc. (QCOM), Hates Microsoft Corporation (MSFT)
Most of billionaire Ray Dalio’s Bridgewater Associates’s capital is invested in macro instruments such as currencies and commodity futures, but a......(read more)
Insiders Have Been Buying Valeant Pharmaceuticals Intl Inc (VRX), Time Warner Inc (TWX), and More
Studies show that stocks bought by insiders narrowly outperform the market (read our analysis of studies on insider trading). We think that this is because......(read more)
Hedge Fund Buying Alerts: Michael Kors Holdings Ltd (KORS), J.C. Penney Company, Inc. (JCP) & More
The most comprehensive picture of what hedge funds own comes in the form of quarterly 13F filings with the SEC, and these filings provide the core of......(read more)
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......(read more)
Monsanto Company (MON) Is a Top Pick of Bain Capital’s Brookside
In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its......(read more)
Recent Insider Buys: eBay Inc (EBAY), Ingersoll-Rand PLC (IR), and Nabors Industries Ltd. (NBR)
According to Insider Monkey’s analysis of studies on the subject, stocks bought by insiders tend to slightly outperform the market on average. While......(read more)
Billionaire Stephen Mandel’s Small Cap Picks Include WABCO Holdings Inc. (WBC)
Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Stephen Mandel’s Lone Pine Capital. We’ve found that......(read more)
Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More
One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors......(read more)
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......(read more)
Billionaire Julian Robertson’s Long Term Stock Picks Include Google Inc (GOOG)
In May, billionaire Julian Robertson filed his 13F with the SEC, disclosing many of his long equity positions as of the end of March. Obviously this information......(read more)
David Blood and Al Gore’s Top Picks Include QUALCOMM, Inc. (QCOM)
In May, Generation Investment Management, a hedge fund co-managed by David Blood and former Vice President Al Gore, filed its 13F for the first quarter......(read more)
Warren Buffett Adds More DaVita HealthCare Partners Inc (DVA) to Berkshire’s Portfolio
According to a filing with the SEC, Warren Buffett’s holding company Berkshire Hathaway has continued to buy shares of DaVita HealthCare Partners Inc......(read more)
Billionaire Andreas Halvorsen’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)
The PEG ratio takes into account both a stock’s P/E multiple and analyst expectations for future earnings growth, and therefore serves as one way to......(read more)
Insiders Have Bought Chesapeake Energy Corporation (CHK), Dollar Tree, Inc. (DLTR), and More
Our analysis of studies on insider trading has led us to conclude that stocks bought by insiders slightly outperform the market. Our explanation for this......(read more)
Insiders Have Bought Cognizant Technology Solutions Corp (CTSH), Ryman Hospitality Properties, Inc. (REIT) (RHP), and More
Our analysis of studies on insider trading has concluded that stocks bought by insiders exhibit a small outperformance effect, which makes sense as insiders......(read more)
Billionaire Andreas Halvorsen’s Cheap Stock Picks Include Capital One Financial Corp. (COF)
Viking Global, a hedge fund managed by billionaire and Tiger Cub Andreas Halvorsen, filed its 13F for the first quarter of 2013 with the SEC in May. These......(read more)
The Chairman of the Board Bought Shares of Cognizant Technology Solutions Corp (CTSH)
A Form 4 filed with the SEC has disclosed that John Klein, who is the Chairman of Cognizant Technology Solutions Corp (NASDAQ:CTSH)’s Board of Directors......(read more)
Billionaire Stephen Mandel’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)
One way to estimate a stock’s upside potential is by using the PEG ratio, which incorporates both the P/E multiple favored by value investors and analyst......(read more)
Insiders Have Bought Chesapeake Energy Corporation (CHK), Copart, Inc. (CPRT), and More
Our analysis of studies on insider trading shows that while insider selling is generally not informative, stocks bought by insiders tend to narrowly outperform......(read more)
An Insider And His Wife Are Buying Valeant Pharmaceuticals Intl Inc (VRX)
According to a filing with the SEC, between June 11th and 12th Valeant Pharmaceuticals Intl Inc (NYSE:VRX) Board member Lloyd Segal directly purchased......(read more)
Billionaire Stephen Mandel and Insiders Like American International Group Inc (AIG) And More
Company insiders should be unlikely to buy the company’s stock unless they are particularly confident in the business’s prospects; otherwise, economic......(read more)
Insiders and Billionaire Richard Chilton Like Dollar General Corp. (DG) and More
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Richard Chilton’s Chilton Investment......(read more)
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......(read more)
What Does Billionaire Andreas Halvorsen See In Michael Kors Holdings Ltd (KORS)?
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Andreas Halvorsen’s Viking......(read more)
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......(read more)
Hedge Funds Are Buying J.B. Hunt Transport Services, Inc. (JBHT)
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) has experienced an increase in enthusiasm from smart money recently. To the average investor, there are......(read more)
Billionaire James Dinan’s New Stock Picks Include News Corp (NWSA), Virgin Media Inc. (VMED)
Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose......(read more)
Should You Avoid NetEase, Inc (ADR) (NTES)?
NetEase, Inc (ADR) (NASDAQ:NTES) has experienced a decrease in hedge fund sentiment recently. According to most market participants, hedge funds are perceived......(read more)
Hedge Funds Are Betting On Workday Inc (WDAY)
Workday Inc (NYSE:WDAY) has experienced an increase in activity from the world’s largest hedge funds of late. In the 21st century investor’s toolkit......(read more)
Is WABCO Holdings Inc. (WBC) Going to Burn These Hedge Funds?
WABCO Holdings Inc. (NYSE:WBC) was in 33 hedge funds’ portfolio at the end of March. WBC investors should pay attention to an increase in hedge......(read more)
This Metric Says You Are Smart to Buy Dollar General Corp. (DG)
Is Dollar General Corp. (NYSE:DG) a buy, sell, or hold? The best stock pickers are betting on the stock. The number of bullish hedge fund positions moved......(read more)
Insiders Have Bought American International Group Inc (AIG) and More of Billionaire Dan Loeb’s Picks
Studies show that stocks bought by insiders tend to narrowly outperform the market (read our analysis of studies on insider trading) which we’d attribute......(read more)
Google Inc (GOOG), Priceline.com Inc (PCLN): Billionaire Stephen Mandel’s Top Stocks
Billionaire Stephen Mandel has some $17 billion in assets under management. Mandel is also a Tiger cub, leaving Julian Robertson’s Tiger Management......(read more)
Insiders and Billionaire George Soros Like American International Group Inc (AIG) and More
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire George Soros. These filings can be used......(read more)
Visa Inc (V): Insiders Aren’t Crazy About It
Is Visa Inc (NYSE:V) a buy right now? Prominent investors are buying. The number of bullish hedge fund bets improved by 7 lately. To the average investor......(read more)
Here is What Hedge Funds Think About Charter Communications, Inc. (CHTR)
Is Charter Communications, Inc. (NASDAQ:CHTR) a healthy stock for your portfolio? Prominent investors are in an optimistic mood. The number of bullish......(read more)
