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Second Curve Capital Raises Regional Management Stake

(via www.marketfolly.com)

Tom Brown's hedge fund firm Second Curve Capital has filed an amended 13G with the SEC regarding their position in Regional Management (RM).  Per the filing, Second Curve now owns 10% of the company with 1,273,960 shares.

This marks an increase of 188,000 shares since the end of the first...

Bridger Capital Discloses ChannelAdvisor Stake

(via www.marketfolly.com)

Roberto Mignone's hedge fund Bridger Capital has filed a 13G with the SEC regarding shares of ChannelAdvisor (ECOM). Per the filing, Bridger has disclosed they own 6.8% of the company with 1,670,993 shares.

This is a newly disclosed equity stake and the filing was made due to activity on July...

What We're Reading ~ Hedge Fund Links 7/25/14

(via www.marketfolly.com)

Glenview keeps the gains going [II Alpha]

Tales of the death of hedge funds have been greatly exaggerated [Ritholtz]

JANA takes new position in Apache [ValueWalk]

Hedge funds, Google and the "right to be forgotten" [HF Intelligence]

The big money still loves hedge funds [CNBC]

Elliott pushes...

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What We're Reading ~ Analytical Links 7/23/14

(via www.marketfolly.com)

In the Plex: How Google Thinks, Works & Shapes Our Lives [Steven Levy]

Importance of ROIC: compounding and reinvestment [Base Hit Investing]

Some thoughts on Twitter [Dan Benton]

LUMA Partners on the future of TV [BusinessInsider]

An old interview with Peter Lynch [PBS]

On the boom in...

Glenview Capital Boosts Carter's Position

(via www.marketfolly.com)

Larry Robbins' hedge fund firm Glenview Capital has filed a 13G with the SEC regarding shares of Carter's (CRI).  Per the filing, Glenview now owns 6.84% of the company with over 3.67 million shares.

This marks an increase of over 2.1 million shares in their position size since the end of the...

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Senator Investment Group Discloses Peabody Energy Position

(via www.marketfolly.com)

Alex Klabin and Doug Silverman's hedge fund firm Senator Investment Group has filed a 13G with the SEC regarding shares of Peabody Energy (BTU).  Per the filing, Senator now owns 5.5% of the company with 15 million shares.  This position is inclusive of call options exercisable into 10...

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Hound Partners Increases Carter's Stake

(via www.marketfolly.com)

Johnathan Auerbach's hedge fund firm Hound Partners filed an amended 13G with the SEC regarding shares of Carter's (CRI).  Per the filing, Hound now owns 6.92% of the company with over 3.7 million shares.

This means they've boosted the number of shares they own by around 10% since the end of...

Peltz's Trian Discloses New Stake in Bank of New York Mellon

(via feedproxy.google.com)

Nelson Peltz's activist investment firm Trian Partners has filed an amended 13F with the SEC.  Per the filing, they've disclosed a new position in Bank of New York Mellon (BK).  This amendment was made to their first quarter 2014 13F filing.

This means that they owned 9,330,230 shares as...

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Tiger Global Exits Carter's Stake

(via www.marketfolly.com)

Chase Coleman and Feroz Dewan's hedge fund Tiger Global has filed an amended 13G with the SEC regarding shares of Carter's (CRI).  Per the filing, Tiger Global has completely exited its stake and no longer owns any shares.

The filing was made due to activity on May 23rd.  The hedge fund...

Sorted Weekly Tweets

(via alephblog.com)

China China Slowdown Deepens http://t.co/sKueyT7Dhz This isn’t a bad thing if China is giving up on forced industrialization through borrowing $$ May 17, 2014 Carnage on China Roads Shows Dark Side of Electric Bikes http://t.co/HT3l0WKCzl Going 25MPH in crowded conditions w/limited control,...

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Tiger Global Discloses Tuniu Position

(via www.marketfolly.com)

Chase Coleman and Feroz Dewan's hedge fund Tiger Global has filed a 13G with the SEC regarding shares of Tuniu (TOUR).  Per the filing, Tiger Global has revealed a new position in TOUR with 3.6 million shares. 

This represents a 10.1% ownership stake in the company.  The filing was...

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What We're Reading ~ Analytical Links 5/14/14

(via www.marketfolly.com)

Dream Big: on the Brazilian Trio behind 3G Capital [Amazon]

On investment process [Dasan]

Predicting the present with Google Trends [Berkeley]

A look at Yahoo: a puzzle, a mystery and an enigma [Aswath Damodaran]

The unlikely ascent of Jack Ma, Alibaba's founder [NYTimes]

Recession-baby...

Soros Fund Discloses Sinclair IS Pharma and Spansion Stakes

(via www.marketfolly.com)

George Soros' family office Soros Fund Management has disclosed two new positions recently.

Sinclair Pharma

First, Soros has revealed a new stake in London listed Sinclair IS Pharma (LON:SPH).  Due to trading on May 2nd, Soros now owns 5.02% of Sinclair's voting rights.

Other notable...

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Viking Global Almost Doubles ACADIA Pharmaceuticals Stake

(via www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global has just filed a 13G with the SEC regarding shares of ACADIA Pharmaceuticals (ACAD).  Per the filing, Viking has disclosed a 5% ownership stake in ACAD with over 4.95 million shares.

This means they've almost doubled their stake since the end...

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What We're Reading ~ 4/30/14

(via www.marketfolly.com)

Why it's hard to win in investing [Aleph Blog]

On the flaws of human intuition [Abnormal Returns]

The importance of pricing power [Base Hit Investing]

The greatest predictor of future market returns [Philosophical Economics]

Google: The untold story of Larry Page's incredible comeback...