High-ranking investment managers often show similar interest in stock investments with common positions in multiple companies.
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June 25 - Hedge Funds, News
Sir Michael Hintze’s CQS Cayman LP has filed its 13F with SEC for the reporting period of March 31, with the fund having an equity portfolio valued at $2.13 billion as of the...
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May 18 - Hedge Funds, News
Successful investing is about anticipating news and acting before everybody else. One of the most important news that moves stocks is takeover rumors.
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February 26 - Hedge Funds, News
A new filing with the Securities and Exchange Commission showed that Jeff Ubben's ValueAct Capital has reduced its stake in Adobe Systems Incorporated (NASDAQ:ADBE).
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December 18 - Hedge Funds, News
Microsoft Corporation (NASDAQ:MSFT) and Adobe Systems Incorporated (NASDAQ:ADBE) have been collaborating for quite a while, but it’s only now that this produces some very promising...
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October 7 - News, Tech
"We have been leaders in two explosive growth categories.
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July 24 - News, Tech
Jeffrey Ubben's ValueAct Capital has reported reducing its exposure to Adobe Systems Incorporated (NASDAQ:ADBE).
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June 27 - Hedge Funds, News, Tech
The markets started slow on Wednesday, awaiting the upcoming press conference of the Federal Reserve chair Janet Yellen and the announcement about the latest monetary decisions...
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June 18 - Economy, Market Movers
Ken Squire's 13D Management is probably one of the most interesting funds to follow. The key point of its strategy involves tracking 13D filings of other investors.
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May 27 - Hedge Funds, News
Jeffrey Ubben's hedge fund, ValueAct Capital, disclosed selling around 3.4 million shares of in the last couple of weeks.
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October 30 - Hedge Funds, News
There are over 8,000 hedge funds in existence today, but just an elite group is worth paying attention to.
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October 21 - Hedge Funds, News
ValueAct Capital, Adobe: ValueAct Capital, a hedge fund managed by Jeffrey Ubben, sold over 2.5 million shares of its large position in Adobe Systems Incorporated (NASDAQ:ADBE...
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October 18 - Hedge Funds, News
Shares of Adobe Systems Incorporated (NASDAQ:ADBE) ended the week 9.5 % higher for the week and outperformed the market (NASDAQ rose 1.4% for the week) by a wide margin as investors...
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September 23 - Earnings Report, News
Following its earnings call yesterday Oracle Corporation (NYSE:ORCL) stock is trading downward as of the writing of this post.
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September 23 - Earnings Report, News
Shares are up 50% this year for Adobe Systems Incorporated (NASDAQ:ADBE) even though sales have been poor. Revenue declined 10.1% from the same period a year ago.
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September 18 - News
Editor's Note: Advanced Micro Devices, Inc. (NYSE:AMD), Hewlett-Packard Company (NYSE:HPQ), Adobe Systems Incorporated (NASDAQ:ADBE), Autodesk, Inc.
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September 16 - News
I predicted that Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR) would close higher on the week.
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September 16 - News
Adobe Systems Incorporated (NASDAQ:ADBE) will release its quarterly report on Tuesday, and if analysts are correct, the report could look ugly on its face.
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September 16 - Earnings Report, News
Earlier this month we reported on the 13D Activist Fund, a long-only fund which invests in stocks targeted by activist investors (as disclosed in 13D filings shortly after the...
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September 11 - Hedge Funds
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown.
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September 10 - News
In the eyes of many traders, hedge funds are viewed as overrated, outdated investment tools of an era lost to time.
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September 6 - News
Now, according to many of your peers, hedge funds are perceived as useless, old investment tools of an era lost to time.
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August 26 - News
If you were to ask many traders, hedge funds are viewed as bloated, old financial tools of a forgotten age.
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August 23 - News
If you were to ask many market players, hedge funds are seen as bloated, old investment vehicles of a forgotten age.
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August 23 - News
Microsoft Corporation (NASDAQ:MSFT) isn't a battleground stock in the traditional sense, but it does have bulls and bears evenly divided.
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August 21 - News
Oracle Corporation (NASDAQ:ORCL) is down a little over 2% in 2013, and this has been a disappointment, no doubt.
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August 21 - News
Jeffrey Ubben is the founder of one of the hedge funds we track, ValueAct Capital Management.
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August 15 - Hedge Funds
The marketing cloud is a hot topic nowadays. Several acquisitions made by big companies have spurred even more interest in it. salesforce.com, inc.
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August 7 - News
ValueACT recently started a new activist campaign over at Microsoft, but I believe there's still inherent value to be found in the hedge fund's other major stake in tech.
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August 6 - Hedge Funds
Cloud computing delivers software and IT infrastructure services via a shared network.
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July 26 - News
Picking the right stocks is all about picking the right industries with attractive barriers to entry.
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July 24 - News
For investors with secure jobs and a stable working environment, devoting savings to invest in high-growth stocks can be a perfect way to achieve diversification of their current...
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July 15 - News
Software is one of the most common types of products where the cost of selling one versus 1,000 is fairly marginal.
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July 15 - News
I remember reading an article over a decade ago that discussed the transition of anti-virus software from a perpetual license for updates to a subscription-based system.
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July 9 - News
The recent stock market rally has left many companies trading at relatively high valuations as a result of multiple expansion.
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July 8 - News
Analysts have been steadily taking their estimates down on the company all year, and are now predicting what could only be called a rout for the second quarter.
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July 8 - News
Investors have yet another reason to watch for developments out of Silicon Valley over the coming weeks and months. Keynote Systems, Inc.
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July 5 - News
Cloud computing is becoming increasingly popular, allowing data and even software to be accessible from anywhere in the world with Internet access.
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July 3 - News
The leading design software firm is facing issues previously encountered by other software firms including Adobe Systems Incorporated (NASDAQ:ADBE) and Intuit Inc.
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July 1 - News
The software industry seems to always offer compelling investment opportunities, as many niches still remain untapped.
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June 29 - News
Google Inc (NASDAQ:GOOG)'s stock has been red hot as of late.
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June 26 - News
The software world is quickly moving to a subscription model.
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June 26 - News
Adobe Systems Incorporated (NASDAQ:ADBE) got a nice 5.5% pop in its stock last week, even after reporting fiscal 2Q EPS that fell 66% year-over-year.
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June 25 - News
The latest buzzword in the tech world is surely Cloud. Everyone seems to be hooked on to cloud computing these days.
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June 25 - News
Adobe Systems Incorporated (NASDAQ:ADBE), a diversified applications package company based in San José California is one of the companies that need to adapt the shifting culture...
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June 24 - News
Until Adobe Systems Incorporated (NASDAQ:ADBE)'s fiscal Q2 earnings were released last Tuesday, I had never before encountered a presentation so short on traditional financial...
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June 24 - News
When Adobe Systems Incorporated (NASDAQ:ADBE) released its second-quarter earnings report, results were better than analysts had predicted.
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June 20 - News
In a case of buy the rumor, sell the news, investors exited their positions quicker than you could say "sell" following the Federal Open Market Committee's meeting on lending ...
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June 20 - News
Investors have been looking forward to this day for weeks, as the Federal Reserve will announce what could be a big policy shift in its handling of monetary policy and its quantitative...
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June 19 - News