Value Investing News

Andreas Halvorsen's hedge fund firm Viking Global just now filed a 13G with the SEC regarding shares of TripAdvisor (TRIP).

Viking has disclosed a 6.0% ownership stake in TRIP with 7,200,112 shares due to portfolio activity on January 23rd. It seems that a sizable portion of their position is...

Earlier today we posted up hedge fund Corsair Capital's Q4 letter. We're also posting up an addendum from their letter: their investment thesis on Aperam (AMS:APAM), a core holding.

In summary, the hedge fund likes this stainless steel manufacturer as it "offers investors over 200% potential...

Steve Cohen's hedge fund SAC Capital filed two 13G's with the SEC regarding transactions in American Eagle Outfitters (AEO) and Peet's Coffee & Tea (PEET) this month.

American Eagle Outfitters (AEO)

Per their 13G filing, SAC increased its position size by 1056% since the close of the third...

After a brief hiatus, MarketFolly.com is back in action covering top hedge funds. Right to the action: if you missed it, we wanted to post up David Einhorn's Greenlight Capital Q4 2011 letter to investors.

Key Takeaways:

- Covered their short in First Solar (FSLR)
- Covered short in Diamond...

A good performance year for some Tiger Cubs [Institutional Investor]

David Einhorn rapped for insider trading in UK [FINalternatives]

Ken Griffin's Citadel back above high watermark [Dealbreaker]

20 common sense investing rules [Reformed Broker]

Is anyone any good at picking hedge fund...

Christopher Begg is out with East Coast Asset Management's Q4 2011 letter to investors. In it, he discusses the concept of embracing certain uncertainties. He writes,

"We observe a general misclassification between uncertainty and risk. Looking forward, we also anticipate the general perception...

We wanted to let readers know that the Spring Value Investing Congress is right around the corner on May 6th & 7th. This year it's taking place in Omaha, Nebraska right after Warren Buffett's annual meeting at Berkshire Hathaway at the CenturyLink Center. Now you can squeeze two value...

The brand new Q3 2011 issue of our premium Hedge Fund Wisdom newsletter is now available! Current subscribers, please login at hedgefundwisdom.com to download it.

Included In The New 91-Page Issue:

- Long versus short: An analysis of battleground stock Netflix (NFLX)
- Investment thesis on...

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The brand new Q3 issue of our premium Hedge Fund Wisdom newsletter will be released by November 21st. Our publication aggregates and summarizes everything you need to know about all the recent hedge fund buys & sells in one convenient document and saves you a ton of time.

Written by hedge...

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At Invest For Kids Chicago yesterday, Michael Elrad of GEM Realty Capital gave a presentation on going long Class A malls and Macerich (MAC).

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest investment ideas.

Long...

At Invest For Kids Chicago yesterday, Barry Sternlicht of Starwood Capital Group gave a presentation on going long.

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest investment ideas.

Likes Lowe's, Toll Brothers,...

At Invest For Kids Chicago yesterday, Sam Zell of Equity Group Investments gave a presentation on Brazil as a unique investment opportunity.

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest investment ideas.

Brazil...

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At Invest For Kids Chicago yesterday, John Keeley Jr. of Keeley Asset Management gave a presentation on going long ITT Corp (ITT) and some savings and loan companies.

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest...

At Invest For Kids Chicago yesterday, Michael Milken of the Milken Institute gave his thoughts on capital markets, credit, and a variety of other topics.

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest investment ...

At Invest For Kids Chicago yesterday, Thomas Russo of Gardner Russo Gardner gave a presentation on investment opportunities abroad and going long Nestle (NSRGY).

Be sure to check out all notes from Invest For Kids Chicago where numerous high profile hedge fund managers shared their latest...