Is The Media Jealous of Dan Loeb?
There is a lot of undue criticism of Dan Loeb these days.
Author Archive - Jake Mann
Activist Jeff Smith Sends Letter to Calgon Carbon, Calls For Buyback & MLP Conversion
In a newly amended 13D filing with the SEC, Starboard Value reported a 9.7% stake in Calgon Carbon Corporation (NYSE:CCC).
Wait ‘Til You See What These Insiders Are Up To
Although you probably recognize Insider Monkey for our hedge fund coverage, we also monitor insider trading activity.
5 Little-Known Companies George Soros is Backing
George Soros may be the most controversial billionaire on the planet. Many of his investment choices are widely applauded by the market, like his entries into J.C.
4 Hedge Funds Heavily Invested in Apple’s Fate
There are more than 8,000 hedge funds in existence today, and of this group, we at Insider Monkey track close to 600 of the best and brightest.
Longbow Securities Makes a Couple Rare Moves in NQ Mobile
In a new 13G filed earlier today with the SEC, Longbow Securities reported an 8.04% stake in NQ Mobile Inc (ADR) (NYSE:NQ).
Why Warren Buffett Won’t Buy Twitter
It’s widely assumed that Warren Buffett doesn’t invest in technology stocks, but in recent years, this belief has contrasted with reality.
Billionaire Eddie Lampert Cuts AutoNation Position, Still Holds a Boatload
Eddie Lampert's ESL Partners has a very limited equity portfolio.
Keith Meister’s Corvex Capital Reveals a 7% Stake in Fidelity National Financial
Keith Meister, a former pupil of Carl Icahn, has just revealed a new stake in Fidelity National Financial Inc (NYSE:FNF).
Baker Bros. Advisors Sells Some MEI Pharma, Discloses a Massive Stake in Mirati Therapeutics
In a couple 13D filings with the SEC, Julian and Felix Baker's Baker Bros. Advisors reported a 19.9% stake in Mirati Therapeutics, Inc.
4 Halloween Hedge Fund Moves Worth Watching
In the hedge fund world, there are dozens of transactions made on a daily basis, and if you’re a regular reader of Insider Monkey, you likely understand that some are more important...
Jeffrey Eberwein’s Lone Star Value Lowers Aetrium Exposure
In a newly amended 13D filing with the SEC, Jeffrey Eberwein's Lone Star Value Management reported a 5.6% stake in Aetrium, Inc. (NASDAQ:ATRM).
Clinton Group Goes Activist On ValueVision Media, Sends Letter to Board
In a new 13D filing with the SEC reported in the last few minutes, activist firm Clinton Group disclosed a 5.8% stake in ValueVision Media Inc (NASDAQ:VVTV).
Seamans Capital Ups Stake in Quantum Fuel Systems to 7.2%
In an amended 13G with the SEC just filed, Seamans Capital Management reported a 7.2% stake in Quantum Fuel Systems Tech Worldwide Inc (NASDAQ:QTWW), which is an increase from...
Activist Jeff Smith Ups TriQuint Semiconductor Bet, Sends Letter to Board
Starboard Value, TriQuint Semiconductor: In an amended 13D filed a couple of minutes ago, Jeff Smith's Staboard Value reported boosting its position in TriQuint Semiconductor...
Carl Icahn Sounds Off On Apple Again, Says He Won’t Try To Remove Board of Directors
Carl Icahn, Apple: In what seems like a weekly ritual, Carl Icahn is sounding off on Apple Inc. (NASDAQ:AAPL) once again.
Mario Gabelli, Gamco Lower Stake in L.S. Starrett
Gamco, L.S. Starrett: In a new 13D filing with the SEC, Mario Gabelli's Gamco Investors disclosed a 5.5% stake in The L.S. Starrett Company (NYSE:SCX).
Carlos Slim Reveals Stake in America Movil Now Up to 34.3%
In a newly amended 13D filing with the SEC, the second richest man in the world disclosed a 34.3% stake in America Movil SAB de CV (ADR) (NYSE:AMX).
Howard Marks, Oaktree Capital Finally Tell Us How Much of NewPage They Own: 15.8%
Oaktree Capital, NewPage Holdings: In a passive filing just released, Howard Marks's Oaktree Capital Management just disclosed a 15.8% stake in the privately-held NewPage Holdings...
Make That 2 Biotech Stocks Today: Sabby Management Reveals It Bought Advaxis
Sabby Management, Advaxis: Advaxis, Inc. (NASDAQ:ADXS), a micro-cap biotech development company, has just seen Hal Mintz's Sabby Management disclose a 6.3% stake.
JHL Capital Ups Stake in Unisys to Above 5%
JHL Capital, Unisys: James H. Litinsky's JHL Capital Group just disclosed a 5.2% stake in Unisys Corporation (NYSE:UIS), an IT services and consulting company.
Sabby Management Joins Alpha Capital Anstalt in DARA Biosciences With 8.3% Stake
Sabby Management, Dara Biosciences: In a new 13G filing just reported to the SEC, Hal Mintz's Sabby Management reported an 8.3% stake in DARA Biosciences Inc (NASDAQ:DARA) stock...
Sardar Biglari Releases Highly Confident Letter on Cracker Barrel’s $20/Share Special Dividend
Sardar Biglari, Cracker Barrel: In a new amendment to his 13D filing on Cracker Barrel Old Country Store, Inc.
Mick McGuire, Marcato Reiterate 6.7% Stake in Sotheby’s, Issues Presentation
McGuire, Marcato: In a new filing with the SEC, Marcato Capital Management, a hedge fund managed by Richard McGuire, disclosed its presentation during the "Excellence in Investing...
Carl Icahn Ups Apple Stake to Nearly $2.5B, Full Letter to Tim Cook Here
Carl Icahn, Apple: Yesterday we talked about Carl Icahn's letter to Apple Inc.
Par Capital Management Ups Majority Stake in Global Eagle Entertainment
Paul Reeder and Edward Shapiro, Par Capital: Paul Reeder and Edward Shapiro's Par Capital Management just reported that it now owns nearly 53% of Global Eagle Entertainment (NASDAQ...
Brian Taylor’s Pine River Capital Closes Out Entire Position in Cullen Agricultural
Pine River, Cullen Agricultural: In an amended 13D with the SEC, Brian Taylor's Pine River Capital reported that it has closed out its entire position in Cullen Agricultural Holding...
9 Insider Purchases That Shareholders Should Know About
Insider purchases: There are many insider filings with the SEC on a daily basis, but on the whole, it's more important to track insider buying activity versus insider selling.
Alexander Knaster’s Pamplona Capital Commits $594M to Mac Gray-CSC Fenway Merger
Pamplona Capital, Mac-Gray: Alexander Knaster's Pamplona Capital Management just disclosed a 17.7% stake in Mac-Gray Corporation (NYSE:TUC), a laundry facilities company. ...
Stephen DuBois’s Hedge Fund Now Owns a Large Position in Ariad Pharmaceuticals
Stephen DuBois, Ariad Pharmaceuticals: In a new filing just reported to the SEC, Stephen DuBois's Camber Capital disclosed a new 5.4% stake in Ariad Pharmaceuticals, Inc. (...
The 8 Most Important Smart Money Moves of the Week So Far
Smart money moves: The first three days of this week have been particularly busy in the world of hedge fund filings, and like usual, a few names stand out amongst the rest.
Carl Icahn Tweets About Apple Letter, Unveils Plan to Launch New Website
Carl Icahn, Apple: We've talked about the grey area that surrounds the impact of Carl Icahn's tweets on the markets.
4 Videos of Warren Buffett on Piers Morgan That Will Make Your Morning
Warren Buffett, together with his son and grandson, was on Piers Morgan last night. The interview was conducted in a quite informal and relaxed atmosphere.
Taconic Capital Advisors Maintains Activist Stake in WPX Energy
Taconic Capital Advisors, WPX Energy: In an amended 13D just filed with the SEC, Frank Brosens' Taconic Capital Advisors reported a 6.4% stake in WPX Energy Inc (NYSE:WPX).
Carl Icahn Cuts His Netflix Stake in Half, Makes Giant Profit
Carl Icahn, Netflix: In a 13D filing just reported to the SEC, Carl Icahn disclosed a 4.5% stake in Netflix, Inc. (NASDAQ:NFLX), about half what he had owned previously.
Poker Night on Wall Street: The Unofficial Odds
Poker Night on Wall Street: Due to the nature of poker, it's only natural that hedge fund managers are probably dominant in the sport (that's right, it is a sport).
Third Point 2013 Q3 Investor Letter
Third Point 2013 Q3 investor letter: Dan Loeb and Third Point's third quarter letter is out, and here it is in all its glory (you can download it by clicking the link below).
Kendall Square Capital Now Owns +5% of CRA International
Kendall Square Capital, CRA International: In a new 13G filing with the SEC, Jason F.
Tiger Global Sells Some More TAL Education
Tiger Global: In an amended 13D filing with the SEC, mega-hedge fund Tiger Global has reported a 12.1% stake in TAL Education Group (ADR) (NYSE:XRS), down from the near-13% ...
Jeff Smith & Starboard Value Press Wausau Paper to Buyback Shares, Hike Dividend
Starboard Value, Wausau Paper: Famed activist Jeff Smith and his hedge fund, Starboard Value, have just reported that they still hold a sizable position in Wausau Paper Corp. (...
Warren Buffett Trims Tesco Stake Just a Tad
Warren Buffett, Tesco: In a filing with the London Stock Exchange a few hours ago, billionaire Warren Buffett and Berkshire Hathaway reported that they've lowered their stake ...
Jana Partners Goes Activist on QEP Resources, Seeks Spinoff and Share Repurchase
Jana Partners, QEP Resources: In a 13D just reported to the SEC, activist Barry Rosenstein's Jana Partners disclosed a 7.5% stake in QEP Resources Inc (NYSE:QEP).
11 Insider Trades To Keep An Eye On
Insider buying activity has been shown to generate annual outperformance of about 7 percentage points, according to multiple empirical studies.
A 6-Pack of Hedge Fund Moves to Take Note Of
There are over 8,000 hedge funds in existence today, but just an elite group is worth paying attention to.
Carl Icahn Cuts WebMD Below 5%, No Longer an Activist Stake
Carl Icahn, WebMD: In an amended 13D just filed with the SEC, Carl Icahn announced that he has agreed to sell back 5.5 million shares of WebMD Health Corp.
3 Basic Materials Stocks Yielding Over 4% That Could Give You a Boost
From an investment standpoint, the basic materials sector has been absolutely dreadful in 2013.
4 Lesser-Known Financials With Massive Dividend Potential
To dividend investors, yield is often the first thing that’s looked at when searching for a suitable stock to buy (in addition to this piggybacking strategy, which is pretty...
Arian Foster Stock: How to Buy Shares of an NFL Running Back
Arian Foster stock: You will eventually be able to purchase shares in an NFL running back.
Broadfin Capital, Kevin Kotler Disclose a 5.7% Stake in Discovery Laboratories
Broadfin Capital, Discovery Laboratories: In a new 13G filing just reported to the SEC, Broadfin Capital, managed by Kevin Kotler, disclosed a 5.77% stake in small-cap biotech...
Which Phone Warren Buffett Used In 2008 Could Have Changed History…But Probably Not
Which Phone Warren Buffett uses could have changed history: It's widely known that Warren Buffett isn't exactly a technology guru.
