JANA Partners: Abandons Qualcomm
Jana Partners and Barry Rosenstein has dumped most of its Qualcomm (QCOM) stake. It owned ~28.5 million shares and dumped … Read more
Activist Stocks
Rolls-Royce Comes Around To Activist Investor
The beaten down plane engine company, Rolls-Royce, has come around to Jeff Ubben and ValueAct Capital, now ready to give … Read more
John Paulson Hates Money
Join our free newsletter for some exclusive info we don’t share elsewhere. John Paulson’s Paulson & Co. was dumping gold heading … Read more
Early Winners From 13F Season
Here are the top stocks that the 50 or so most popular hedge funds were buying in 4Q. Allergan (AGN) … Read more
Elliott Management: About That Cabela’s Buyout
Quick update on where Cabela’s stands, namely the buyout pressure. It started exploring strategic alternatives in Dec. after Elliott Management … Read more
Michael Burry: Of The Big Short Fame, Hedge Fund Holdings
Michael Burry: Of The Big Short Fame, Hedge Fund Holdings Join our free newsletter for some exclusive info we don’t share … Read more
13F Highlights: Starboard, Third Point
Some notable buys and sells per 4Q 13Fs from some top hedge funds. Join our free newsletter for some exclusive info … Read more
Hank Greenberg Comments On AIG
Former AIG chief made some comments about John Paulson and Carl Icahn getting two board seats on the AIG board. … Read more
Ralph Whitworth’s Relational Investors Officially Closed
Ralph Whitworth’s Relational Investors Officially Closed Join our free newsletter for some exclusive info we don’t share elsewhere. Ralph Whitworth’s Relational … Read more
Carl Icahn’s No Good Year
Carl Icahn’s Icahn Enterprises (IEP), his publicly traded public investment vehicle, is now at three-year lows after his very bad … Read more
Hedge Fund Linkfest – Shmorgishborg
Join our free newsletter for some exclusive info we don’t share elsewhere. Oil and equity correlation: Shift in supply side sentiment … Read more
Filing A Form 13D Doesn’t Make Hudson Executive Capital An Activist Investor
Filing A Form 13D Doesn’t Make Hudson Executive Capital An Activist Investor Well, it certainly doesn’t hurt. Still, it takes … Read more
Carl Icahn To Get Peter Hancock Fired From American International Group Inc (AIG)
Carl Icahn To Get Peter Hancock Fired From American International Group Inc (AIG) Join our free newsletter for some exclusive info … Read more
Starboard Value Newest Target Marvell Technology Group Ltd. (MRVL)
Starboard Value has a 6.7% stake in Marvell Technology (MRVL), looking to help the company navigate its recent accounting scandal. … Read more
What Bill Ackman Learned In 2015
Here are the biggest lessons that Bill Ackman learned in 2015 [emphasis mine]. And get on the free newsletter with … Read more