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Tiger Global Boosts 58.com Stake

(via www.marketfolly.com)

Chase Coleman and Feroz Dewan's hedge fund Tiger Global has filed a 13G on shares of 58.com (WUBA).  Per the filing, Tiger Global now owns 6.5% of the company with over 1.2 million ADR shares (equivalent to 2.5 million ordinary shares).

This means they've boosted their exposure from 300,000...

Eminence Capital Ramps Up InterXion Holdings

(via www.marketfolly.com)

Ricky Sandler's hedge fund Eminence Capital has filed a 13G on shares of InterXion (INXN) with the SEC.  Per the filing, Eminence now owns 5.6% of the company with over 3.88 million shares.

This marks a boost of 677,739 shares since the end of 2013.  The filing was made due to activity...

What We're Reading ~ Analytical Links 4/16/14

(via www.marketfolly.com)

Notes from the DoubleLine lunch with Jeff Gundlach [Reformed Broker]

The illusion of conscious investing decisions [All About Alpha]

Prem Watsa says dot-com rally to 'end in tears' [Bloomberg]

Interview with Larry Pitkowsky and Keith Trauner of GoodHaven Fund [Forbes]

Charting a tasty future...

Baupost Group Dumps Enzon Pharmaceuticals Stake

(via www.marketfolly.com)

Seth Klarman's hedge fund firm Baupost Group has filed an amended 13G with the SEC regarding Enzon Pharmaceuticals (ENZN).  Per the filing, Baupost no longer owns a stake in the company.

The filing was made due to activity on March 31st.  Shares are trading under $1 now.  Baupost...

Passport Capital Reduces 58.com (WUBA) Position

(via www.marketfolly.com)

John Burbank's hedge fund firm Passport Capital has filed an amended 13G with the SEC regarding their stake in 58com (WUBA).  Per the filing, Passport now owns 5.1% of the company with 2 million shares (held via 1 million ADR shares).

This means they've reduced their position from 1.6 million...

Omega Advisors Acquires Pennymac Financial Services Shares

(via www.marketfolly.com)

Lee Cooperman's investment firm Omega Advisors has filed a Form 4 with the SEC disclosing transactions in shares of Pennymac Financial Services (PFSI).

Per the filing, Omega acquired 632,000 shares of PFSI class A common stock in total on March 27th at a price of $15.99.  The purchases were...

Sorted Weekly Tweets

(via alephblog.com)

Rest of the World   Malaysia Plane Traced in Inmarsat Engineer London Huddle http://t.co/roKtJSY9WY How they managed to figure out the area of the crash $$ $SPY Mar 30, 2014 UK Pension Revolution Putting Long-Term Bonds at Risk http://t.co/o8TNO4lgAn Need 2 match liabs drives demand 4 long...

Berkshire Hathaway to Convert USG Notes into Common Stock

(via www.marketfolly.com)

Warren Buffett's Berkshire Hathaway filed an amended 13D with the SEC recently on USG (USG).  Per the filing, they note that the company has issued a notice of redemption on the outstanding aggregate principal amount of notes on April 17th, 2014.

Berkshire's notes are convertible into 87.7193...

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12 West Capital Starts Euroseas Stake

(via www.marketfolly.com)

Joel Ramin's hedge fund firm 12 West Capital has filed a 13G with the SEC regarding shares of Euroseas (ESEA).  Per the filing, 12 West now owns 19.6% of ESEA with over 11.1 million shares.

This is a newly disclosed equity position as they didn't hold any shares at the end of 2013.  The...

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What We're Reading ~ Analytical Links 3/26/14

(via www.marketfolly.com)

You need an investing system [Oddball Stocks]

On DirecTV and the future of TV/cable/internet and discussion in comments [BrooklynInvestor]

Margin by any other name [Abnormal Returns]

In investing, know the why [Micro Fundy]

New investing strategy: talk your book [Bloomberg View]

Going...

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Elliott Management Boosts F&C Asset Management Stake

(via www.marketfolly.com)

Paul Singer’s hedge fund firm Elliott Management has increased its stake in F&C Asset Management (LON: FCAM). At the end of February, we noted that Elliott held the equivalent of 11% of FCAM’s voting rights.

But now due to trading on March 19th, Elliott has increased the position to 17.5%,...

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Hoplite Capital Reveals SunEdison Stake

(via www.marketfolly.com)

John Lykouretzos' hedge fund firm Hoplite Capital has filed a 13G with the SEC and revealed a new equity position in SunEdison (SUNE).  Per the filing, the hedge fund now owns 5.99% of SUNE with over 16 million shares.

The filing was made due to activity on February 26th.  Omega...

Paulson & Co Boosts Enzymotec Stake

(via www.marketfolly.com)

John Paulson's hedge fund firm Paulson & Co has filed an amended 13G with the SEC and updated their stake in Enzymotec (ENZY).  Per the filing, Paulson now owns 19.24% of the company with over 4.1 million shares.

This marks an increase of over 2.4 million shares since the end of...

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Viking Global Boosts Illumina Holdings

(via www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global filed a 13G with the SEC regarding their stake in Illumina (ILMN).  Per the filing, Viking has disclosed a 5.5% ownership stake in Illumina with over 7.1 million shares.

This marks an increase of over 5.4 million shares since the end of...

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Hayman Capital Ramps Up Nationstar Mortgage Holdings Stake

(via www.marketfolly.com)

Kyle Bass' hedge fund firm Hayman Capital has filed a 13G with the SEC regarding its stake in Nationstar Mortgage Holdings (NSM).  Per the filing, Hayman has disclosed they own 5.3% of the company with over 4.75 million shares.

This is an increase of over 3.67 million shares since the end of...

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