Carl Icahn’s Best Pick Isn’t Apple; These Stocks Are
Carl Icahn's Best Stock Picks: Carl Icahn may have lifted the company’s market cap by $20 billion in less than two days of trading last month, but Apple Inc.
Author Archive - Jake Mann
3 Hedge Fund Moves to Keep an Eye On: Jeff Smith, Green Equity & Polaris Capital
The first comes our way via Jeff Smith and Starboard Value, a predominantly activist hedge fund.
David Einhorn’s Top Stocks Dominate the Market Even Though Greenlight Capital Doesn’t
Over at Institutional Investor's Alpha, Stephen Taub wrote an article with the following headline: "David Einhorn's Greenlight Capital Mostly Flat in September." In Taub's analysis...
Finding Income and Catalysts In The Gold Mining Industry
Dividend stocks are typically analyzed by financial bloggers in one of two ways.
A Smart Way to Look at Anti-Terrorism
When attempting to find stocks to play via macro-secular trends, one that may cross you mind is anti-terrorism, sometimes known as counter-terrorism.
1 Giant Risk Facing Anyone Who Owns These Agricultural Giants
According to some readers, the only criticisms of agricultural giants who employ the usage of genetically modified crops come from hipsters or uninformed journalists.
Tom Sandell’s Epic Thesis Calling For a Bob Evans Sale or Spinoff
Bob Evans sale or spinoff: Earlier this week, we discussed the potential a Bob Evans spinoff, which is one of the value-creation moves suggested by Tom Sandell and Sandell Asset...
Understanding What a Fund of Hedge Funds Is
Fund of hedge funds: You many have heard the term before, but if you're not well versed in the hedge fund world's lingo, you may not know what it means.
Did Stephen Taub Finally Read One of Our Articles?
Today, Stephen Taub of Institutional Investor's Alpha published an article titled, "Hedge Funds Lag the Market, But Their Top Stock Picks Outperform." In the piece, Taub discusses...
Steven Cohen Building a ‘House’ For His Portfolio With These Stocks
Steven Cohen house: Steven Cohen’s SAC Capital is one of the biggest hedge fund companies in the world.
The Winklevoss Twins Didn’t Talk About These Stocks Last Week, But These Guys Did
The Winklevoss twins: The Value Investing Congress was last week, and we at Insider Monkey were in attendance.
China Social Media Sites: How To Invest In a Rising Star
China social media sites: When it comes to retail investors making use of fresh SEC filings, 13D and 13Gs offer insight into big-time trades as they occur.
BlackBerry Takeover: Who Will Be Targeted Next?
BlackBerry takeover: Takeover targets are some of the most widely discussed companies among investors and traders alike.
Is There Any Value in Bill Ackman’s Holdings?
Bill Ackman holdings: Bill Ackman is one of the most polarizing figures in the investment world. From his bullish bet on the floundering retailer J.C. Penney Company, Inc.
2 Billionaire Interviews You Need To Watch
Billionaire interviews: Warren Buffett and Stanley Druckenmiller are two of the biggest billionaire investors alive today, and it's important that all market-watchers keep up...
Hedge Fund Advertising, Start Your Engines
Hedge fund advertising: Mark this date in your calendars folks.
Animal Health Industry: Michael Castor’s Next Promising Pick Is Here
Animal health industry: There are hundreds of different "investment gurus" lauded by the financial press as the names retail investors should pay attention to.
An Advance Look at WSJ. Money’s Fall 2013 Issue
Attn. Insider Monkey readers: Here's an advance look at the articles that will be featured in WSJ. Money’s Fall 2013 issue.
Value Investing Congress Presentations: Mick McGuire’s Bullish Thesis On United Rentals
Value Investing Congress presentations: Here at Insider Monkey, we tout United Rentals (NYSE:URI) pretty highly, and for good reason.
Apple Versus Microsoft: What Do Hedge Funds Think?
Apple versus Microsoft: Apple Inc. (NASDAQ:AAPL) versus Microsoft Corporation (NASDAQ:MSFT).
Value Investing Congress 2013: Small-Cap ‘Needles in a Haystack’ From Guy Gottfried
Value Investing Congress 2013: We were at the VIC this week, and a few presentations caught our eye. We've already discussed Daniel W.
Warren Buffett Portfolio: How He’s Playing The Small-Caps
A note to all Warren Buffett portfolio watchers: In the financial blogosphere, investors are constantly inundated with offers for hundreds of off-Wall Street stock pick lists...
Carl Icahn’s Primetime Position On The Fed, Apple Inc. (AAPL)’s ‘No Brainer’ & Bill Ackman
Carl Icahn has the investment world captivated. From his on-the-money bullish thesis behind Netflix, Inc. (NASDAQ:NFLX), to his Apple Inc.
GAMCO Investors Clarifies Its iGo, Inc. (IGOI) & Pre-Merger Intermec Inc. (IN) Positions
Mario Gabelli is one of the billionaires we track at Insider Monkey, and his GAMCO Investors has beaten the S&P 500 by a little over 2% per year since inception in 1986, and ...
Activist Jana Partners Buys a Boatload of Safeway Inc. (SWY)
Barry Rosenstein's Jana Partners has filed a schedule 13D with the SEC indicating it has upped its stake in Safeway Inc. (NYSE:SWY) significantly.
What Jim Chanos Thinks About China, Apple Inc. (AAPL) & Where He’s Looking Next
Jim Chanos is a legendary short seller.
Mario Gabelli On Tesla Motors Inc (TSLA) & Elon Musk: ‘I Am Not So Sure He Should Be Selling Direct’
Mario Gabelli is one of the 40 or so billionaires tracked by Insider Monkey, and while he may not have the same name recognition as someone like Warren Buffett, his GAMCO Investors...
Donald Yacktman Says Apple Isn’t As Cheap As You Think, Explains Why Microsoft Is Better
Donald Yacktman might not have the same name recognition as a Warren Buffett or a David Einhorn, but when he speaks about Apple Inc. (NASDAQ:AAPL) and Microsoft Corporation...
Why PepsiCo, Inc. (PEP) Investors Should Watch This NFL Season Closely
PepsiCo, Inc. (NYSE:PEP) has its fingers seemingly in every marketing corner out there, but one that might fly under the radar is the soft drink company's partnership with...
The Epic Presentation Calling For Barrick Gold Corporation (USA) (ABX)’s Breakup
Two Fish Management is located in Indianapolis, IN, and is managed by Mike Morris and J.R. Sauder.
Rockwell Medical Inc (RMTI): We Told You To Buy This At $4
Rockwell Medical Inc (NASDAQ:RMTI) is trading near $8 a share and is up over 30% on the day.
A Letter for the ‘Prezident’ of SAC Capital: Artwork for Sale
Steven Cohen is in quite a bit of hot water with the SEC, and it's unknown just what the ultimate fate of SAC Capital will be.
Cardinal Health, Inc. (CAH), NPS Pharmaceuticals, Inc. (NPSP), Anacor Pharmaceuticals Inc (ANAC): Checking Back In On Michael Castor’s Favorite Healthcare Trio
We discussed Michael Castor's Sio Capital earlier this summer, and in case you need convincing of why we called him "the next David Einhorn," give this April analysis a look...
The Biggest Biogen Idec Inc. (BIIB) Bulls Around
In the financial blogosphere, there are a lot of analytical tools for Biogen Idec Inc.
This Told You To Buy Trina Solar Limited (ADR) (TSL) Last Week Before The Gains. Did You Catch It In Time?
Trina Solar Limited (ADR) (NYSE:TSL) is up almost 60% year-to-date and despite being overshadowed by some of the more well-known solar players like SolarCity or First Solar, ...
Annaly Capital Management, Inc. (NLY) Is Making a You-Know-What Out Of These Investors
Down more than 20% year-to-date, Annaly Capital Management, Inc. (NYSE:NLY) hasn't exactly been friendly to any REIT-concious investor's portfolio.
Hedge Funds Join The Barnes & Noble, Inc. (BKS) Hate Train
Barnes & Noble, Inc. (NYSE:BKS) was in 18 hedge funds' portfolio at the end of Q2, a 2-fund drop from Q1.
Think You’ve Got It Rough? Lightinthebox Holding Co Ltd-ADR (LITB) Has Destroyed These Guys
Lightinthebox Holding Co Ltd-ADR (NYSE:LITB) has had one of the biggest one-day drops in recent memory, and many investors are wondering if now's the time to buy the online retailer...
Hedge Funds Are Betting On Stratasys, Ltd. (SSYS)
A year ago, Stratasys, Ltd. (NASDAQ:SSYS) was known as the second fiddle in the 3D printing industry behind 3D Systems.
Meet The Guys Betting On J.C. Penney Company, Inc. (JCP)
J.C. Penney Company, Inc. (NYSE:JCP)'s story over the past year has been so dramatic, it should have its own TV show.
1 Can’t-Miss Chesapeake Energy Corporation (CHK) Metric
Chesapeake Energy Corporation (NYSE:CHK) investors need to understand that the smart money has been stagnant over the past quarter.
Should I Sell Westport Innovations Inc. (USA) (WPRT)?
Is Westport Innovations Inc. (USA) (NASDAQ:WPRT) hedgies are turning a bit sour on the energy company, at least from an aggregate standpoint.
Is Apple Inc. (AAPL) Going to Kill These Hedge Funds?
Apple Inc. (NASDAQ:AAPL) is one of the most controversial stocks on the markets today.
The Five Biggest Apple Inc. (AAPL) Bulls, From D.E. Shaw to David Einhorn
Apple Inc. (NASDAQ:AAPL) is not the most popular stock among top-tier hedge funds. That spot belongs to Google Inc (NASDAQ:GOOG). After reclaiming No.
Google Inc (GOOG), Apple Inc. (AAPL), Microsoft Corporation (MSFT): 5 Most Popular Technology Stocks Among Hedge Funds
According to many financial bloggers, hedge fund filings are delayed and worthless to you, the average investor. Many even spout that no hedge funds can beat the market.
10 Most Popular Stocks Among Hedge Funds – Q2 2013: Google Inc (GOOG), Apple Inc. (AAPL), Citigroup Inc (C) & More
There are a lot of people that think hedge fund filings are delayed and hedge funds can't even beat the market. They say tracking hedge funds is useless.
With Apple Inc. (AAPL) & General Motors Company (GM), David Einhorn’s Swinging For The Fences
There are over 8,000 hedge fund managers in existence today, but only a few are listened to by Mr. Market on a regular basis.
Priceline.com Inc (PCLN), Google Inc (GOOG) Picks To Join The $1,000-Club From This Hedge Fund Manager
In the hedge fund world, Stephen Mandel is one of its most meteoric managers.
Dollar General Corp. (DG), Delphi Automotive PLC (DLPH): Brazilian Behemoth Jorge Paulo Lemann Is Bullish
Jorge Paulo Lemann is a billionaire, and the Brazilian founded 3G Capital in 2004.
