The Grant’s Interest Rate Observer Spring 2016 conference just took place yesterday. Here are some notes from all of the speakers at the event:David D’Alessandro (CMDTY Capital) – Long Oil · Peak ove…
Most of the presentation tiles have now been announced for the London Value Investor Conference on May 26th. This year there will be more investment ideas presented at the conference than ever before, with a minimum of 10 investment ideas planned…
Seth Klarman’s investment firm Baupost Group has filed an amended 13G with the SEC regarding its stake in Bellatrix Exploration (BXE). Per the filing, Baupost now owns 4.51% of the company with over 8.65 million shares.This is down from the 23.99…
Eashwar Krishnan’s hedge fund firm Tybourne Capital has filed a 13G with the SEC regarding its stake in Workday (WDAY). Per the filing, Tybourne now owns 2.5% of the company with over 2.95 million shares.This is an increase from the 1.23 million …
Chase Coleman’s hedge fund firm Tiger Global has submitted various SEC filings recently pertaining to their stake in Pure Storage (PSTG). Per a Form 4 filed with the SEC, Tiger Global sold over 3.27 million shares of Pure Storage on April 4th at …
Long and short: confessions of a portfolio manager [Lawrence Creatura]Hedge fund co-working space [Hedge Fund Labs]The fall of China’s hedge fund king [NYTimes]Chinese hedge funds scramble as regulators clean up ‘Wild East’ [Reuters]Can ‘smart beta’ ge…
Activist investor Carl Icahn has made a few more SEC filings as of late pertaining to his stake in Nuance Communications (NUAN). We already highlighted how he trimmed his NUAN stake earlier this month and he has done so again.A 13G filed with the…
Bill Ackman’s hedge fund firm Pershing Square Capital has filed an amended 13D with the SEC regarding its stake in Mondelez (MDLZ). It seems that Pershing sold around 20 million shares. After these transactions, Pershing now owns 5.6% of the…
What hedge funds get right [A Wealth of Common Sense]Allan Mecham’s (Arlington Value) annual letter [ValueWalk]Top 10 hedge fund industry trends for 2016 [FINalternatives]Bridgewater grapples with succession plans [WSJ]Cohen’s Point72 hires sports psyc…
Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism [Jeff Gramm]Two powerful mental models: network effects and critical mass [Andreessen Horowitz]How to be wrong as an investor [A Wealth of Common Sense]A look at the concept of moats…
The Winter 2016 edition of the Graham & Doddsville newsletter was released and if you haven’t had a chance to view it, it’s posted below. The Columbia Business School publication features some interesting interviews with money managers that d…
CNBC’s Kelly Evans sat down with activist investment manager Jeff Ubben of ValueAct Capital recently. Here’s a summary of his latest thoughts:On his recent portfolio activity: “We have been selling a number of our companies where we have been the…
It’s baaaaack! College basketball’s championship tournament is here and it’s time for the 7th annual Market Folly Madness. Get ready to fill out your bracket as entry is completely free.Join Market Folly Madness To join the free contest, cl…
Jeff Ubben’s activist investment firm ValueAct Capital has filed numerous disclosures with the SEC regarding some of their positions recently.ValueAct Trims MSCI StakeFirst, they’ve filed an amended 13D with the SEC regarding shares of MSCI (MSCI).&nbs…
Matthew Sidman’s hedge fund Three Bays Capital has filed a 13D with the SEC regarding shares of Cypress Semiconductor (CY). Per the filing, Three Bays now owns 7.1% of the company with over 22.46 million shares.This is an increase over the 15.8 m…
John Burbank’s hedge fund firm Passport Capital has filed an amended 13G with the SEC regarding its stake in Hortonworks (HDP). Per the filing, Passport now owns 12.2% of the company with over 6.66 million shares.This is an increase over the 1.7 …
Activist investor Carl Icahn has been busy lately, filing numerous portfolio disclosures with the SEC. Here’s a breakdown of his activity:Trims Nuance Communications StakePer a Form 4 filed with the SEC, Icahn sold 26.3 million shares of Nuance C…
The fifth annual London Value Investor Conference will take place on Thursday 26th May 2016 at the QEII Conference Centre in Westminster; with speakers including Howard Marks, Jean-Marie Eveillard and James Montier. Both Howard Marks and Jean-Mar…
Quality Investing: Owning the best companies for the long term [Lawrence Cunningham]How to learn from market mistakes [WSJ]In-depth interview with JPMorgan’s Jamie Dimon [Bloomberg]Key checklist items [Value Investing World]The great investment advice …
Ricky Sandler’s hedge fund firm Eminence Capital has filed a 13G with the SEC regarding shares of Restoration Hardware (RH). Per the filing, Eminence now owns 3.1% of the company with over 1.25 million shares.This is a newly disclosed position as…
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