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Funds

Holdings and activity of leading value funds.

David Tepper Still Long Stocks & Short Bonds

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  • Appaloosa Management's David Tepper has told Scott Wapner at CNBC Fast Money Halftime Report that he's still long stocks and short bonds.
  • "Why are stocks and bonds acting differently? It's as if they're reacting to two different economies. Could be that there's too loose monetary policy still around the globe. It suggests it's affecting the bond market more than stocks."
  • To see what stocks Appaloosa is long, check out the newly released issue of our premium newsletter.

Warren Buffett Doubled Apple Stake in January: CNBC Interview

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  • Berkshire Hathway's Warren Buffett sat down for an interview with CNBC's Becky Quick.
  • Berkshire originally held a smaller position in AAPL. In the fourth quarter of 2016, Buffett ramped up buying Apple and established over a $6 billion position.
  • Why did Buffett buy Apple? "Because I liked it." He also added that he likes CEO Tim Cook's ability to retain consumers and his capital deployment.

Warren Buffett's 2016 Letter

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Hedge Fund Links ~ 2/24/17

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Jeff Ubben & Paul Hilal: Future of Shareholder Activism Panel at Reuters Live

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  • At the Reuters Live Newsmaker Event, a panel on The Future of Shareholder Activism featured Jeff Ubben of ValueAct Capital and Paul Hilal of Mantle Ridge and they were later joined also by Zach Oleksiuk of BlackRock and Richard Brand of law firm Cadwalader.
  • Thinks it's useful for Directors of companies to go on a 'listening tour' to hear what people think about the company first.
  • Thinks there will be a convergence of private equity style and activist style investing in the future.

JANA Partners Files 13D on Tiffany & Co

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  • Barry Rosenstein's activist hedge fund JANA Partners has filed a 13D with the SEC regarding Tiffany & Co. Per the filing, JANA now owns 4.9% of Tifany with over 6 million shares.
  • This is a newly disclosed position for JANA. The filing notes they were buying throughout January and into early February, with the bulk of their buying coming at between $77.19 and $83.15.
  • They're working together as a group with Francesco Trapani who they've nominated to the board.

Viking Global Discloses Calithera Bioscience Stake

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  • Reas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding shares of Calithera Bioscience.
  • Per the filing, Viking now owns 7.8% of the company with over 1.6 million shares.
  • This is a newly disclosed equity position for Viking and the filing was made due to activity on February 8th. You can view the rest of Viking Global's portfolio here.

What We're Reading ~ 2/22/17

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Warren Buffett & Bill Gates' Talk at Columbia University 2017

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Charlie Munger Q&A After Daily Journal Meeting 2017

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  • Last week we highlighted Charlie Munger's talk at the Daily Journal annual meeting for 2017.
  • Embedded below is the video playlist of Munger's Q&A session after the Daily Journal meeting.
  • Be sure to also check out Charlie Munger's talk at the Daily Journal annual meeting for 2017 as well.

Top 10 Stocks That Matter Most To Hedge Funds Per Goldman Sachs (Q4 2016)

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  • Goldman Sachs' quarterly hedge fund trend monitor outlines what stocks matter most to hedge funds.
  • The major exception is Bank of America, which was a consensus buy in Q4 among hedge funds we track in our newsletter.
  • For more on what stocks hedge funds have been buying & selling, check out the brand new issue of our premium newsletter that reveals the portfolios of 25 top funds.

Tiger Global Starts Domino's Pizza Stake

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  • Chase Coleman's hedge fund firm Tiger Global has filed a 13G with the SEC regarding shares of Domino's Pizza.
  • They started buying in the fourth quarter of 2016 and really ramped up their stake in the new year.
  • The filing was made due to activity on February 7th. You can view the rest of Tiger Global's portfolio in the brand new issue of our newsletter.

Carl Icahn Takes Bristol-Myers Squibb Stake

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New Hedge Fund Wisdom Issue Released Today: Subscribe To Read It

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  • New Consensus Buy / Sell Lists: Find out which stocks are most popular.
  • Commentary on Each Fund's Moves: We've tracked these funds for over 8 years.
  • 1 Convenient Document To Save You Time: You can view a free full past issue here to see what you're missing.

Hedge Fund Links ~ 2/17/17

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

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