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Q2 13F Roundup: How Buffett, Einhorn, Loeb And Others Adjusted Their Portfolio
Wednesday, August 15, 2018 - 10:23am | 1910Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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JPMorgan Loses Its Appetite For Campbell Soup
Friday, August 10, 2018 - 10:36am | 431Read More...Activist investor and major Campbell Soup Company (NYSE: CPB) shareholder Dan Loeb is pushing the soup company to sell itself, but this is an unlikely outcome, according to JPMorgan. The Analyst JPMorgan's Ken Goldman downgraded Campbell Soup from Neutral to Underweight with an unchanged $...
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolio
Wednesday, May 16, 2018 - 11:38am | 1617Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...
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Marissa Mayer: Activist Campaigns Eroded 'Tens Of Billions Of Dollars Of Upside' At Yahoo
Thursday, April 19, 2018 - 3:18pm | 410Read More...Back in 2012, activist investors Carl Icahn and Dan Loeb pressured Yahoo to sell half its stake in Alibaba Group Holding Ltd (NYSE: BABA). While meant to unlock shareholder value, the campaigns ultimately stunted continued returns. Former CEO Marissa Mayer, who inherited Yahoo shortly after the...
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Q4 13F Roundup: How Buffett, Einhorn, Loeb, And Others Adjusted Their Portfolio
Thursday, February 15, 2018 - 2:43pm | 1533Read More...The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...
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What's Next For L'Oreal After The Death Of Billionaire Liliane Bettencourt?
Friday, September 22, 2017 - 1:20pm | 395Read More...Liliane Bettencourt, the world's richest woman and heiress to the conglomerate giant L'Oreal SA (ADR) (OTC: LRLCY), passed away Thursday at the age of 94. This raises the question of what will come next for the France-based L'Oreal; Bettencourt's family owns a 33 percent stake in L'Oreal while...
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Highlights From Q2's 13-F Season
Tuesday, August 15, 2017 - 3:35pm | 1154Read More...The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter....
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Highlights From Third Point's Q2 Investor Letter: Baxter, Alibaba and BlackRock
Wednesday, July 26, 2017 - 12:41pm | 675Read More...Dan Loeb’s Third Point released its quarterly letter to its investors on Wednesday. The fund earned 4.6 percent in the second quarter, bringing total returns for the year to 10.7 percent as of June 30. For comparison, the S&P 500 was up about 8.2 percent for the year as of June 30. During...
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Dan Loeb's Activist Campaign Against Nestle Goes Against Decades Of History
Monday, June 26, 2017 - 8:41am | 412Read More...Activist investor Daniel Loeb's Third Point disclosed over the weekend a 3.28 billion Swiss franc ($3.4 billion) stake in the Switzerland-based giant Nestle SA (ADR) (OTC: NSRGY), best known for its chocolate products and beverages offerings. Third Point's stake in Nestle marks one of the biggest...
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What Happens To A Stock When An Activist Liquidates A Position?
Thursday, March 23, 2017 - 12:07pm | 435Read More...Valeant Pharmaceuticals Intl Inc (NYSE: VRX) investors were disappointed to see that popular vocal activist investor Bill Ackman finally abandoned his stake in Valeant for what was likely nearly a $4 billion loss on the trade. On the surface, a heavily-invested activist finally throwing in the...
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Billionaire Investor Dan Loeb Updates His Portfolio To Take Advantage Of The 'Awakened Animal Spirits'
Thursday, February 2, 2017 - 2:38pm | 265Read More...Billionaire investor Dan Loeb said in a letter to clients on Wednesday that President Donald Trump's pro-business economic policies have "awakened animal spirits." As noted by CNBC, Loeb said in his letter that Trump's victory in the presidential election represents the "most important paradigm...
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Bill Ackman Vs. Herbalife: The Saga Continues...
Thursday, July 21, 2016 - 10:13am | 1783Read More...The battle between Bill Ackman and Herbalife Ltd. (NYSE: HLF), quite unbelievably, is still as heated as it ever was. For those unfamiliar with the story, Ackman is the hedge fund manager who famously (and publicly) bet $1 billion against the multi-level marketing company back in December 2012,...
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2 Forgotten Activists In Herbalife: David Einhorn And Dan Loeb
Friday, July 15, 2016 - 10:25am | 347Read More...Bill Ackman’s 2016 just keeps getting worse. With shares of Ackman’s most notorious long Valeant Pharmaceuticals Intl Inc (NYSE: VRX) already down 77.4 percent this year, Ackman short Herbalife Ltd. (NYSE: HLF) is spiking 18.1 percent on Friday following a $200 million settlement with...
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Short Interest In Abbott Labs And Baxter International Doubles
Thursday, May 26, 2016 - 8:24am | 563Read More...Short interest in a number of stocks surged in the most recent settlement period. Two health care stocks were among those leading that trend in the first weeks of May. The number of shares short in one of them doubled for the second period in a row. It does not appear that short sellers have "...
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Is The Hedge Fund Industry's 'Midas Touch' Dwindling?
Monday, May 9, 2016 - 2:24pm | 387Read More...The all but fantastical performance hedge funds have experienced recently may be coming to an end, according to a Reuters report warning that "there are several signs" the $2.9 trillion industry may be on the decline. Hedge funds, which were demanding hefty fees, are now facing "a storm of...
















