Value Investing News

David Faber over at CNBC reports that according to "trading sources," Carl Icahn has taken around a 6% stake in Dell (DELL).  Additionally, according to recent SEC filings, he's proposing some changes at Transocean (RIG) as well.

Icahn Jumps into Dell

Dell of course has an offer on...

Lee Cooperman, founder of hedge fund Omega Advisors sat down with CNBC this morning to share his thoughts on the market.

Is the Market Fairly Valued?

"Bernanke's told us everyday since 2009 that he wants higher inflation, more economic growth, lower unemployment,  he wants to create...

The Winter 2013 issue of Columbia Business School's Graham & Doddsville is out and it features interviews with JANA Partners' Barry Rosenstein and Scott Ostfeld, where they talked about their investment style.

Also featured in the newsletter:

Daniel Krueger of Owl Creek gives an...

Advertisement:

  Rest of the World   Wrong: Panic Spreading Across Nations Outranks Trade http://t.co/TbYGmdlL The panic is rational. 2 much debt that cannot b paid back $$ Nov 03, 2012 Hong Kong Taxing Homebuyers in Bubble Fight http://t.co/4xEwAl7R Would that other nations had tried this rather than...

Advertisement:

Corporate activist Carl Icahn has filed a 13D with the SEC regarding shares of Motricity (MOTR).  Per the filing, Icahn now owns a 30.73% ownership stake in the company with 17,466,277 shares.

This marks a 158% increase in the amount of shares he owns since the end of Q2 as detailed on his...

Advertisement:

A broader definition of alpha [Abnormal Returns]

Notes from John Paulson's investor call [Reformed Broker]

Carl Icahn threatens Navistar board with proxy fight [Value Walk]

Tragedy of European Union & how to resolve it [George Soros]

Investment manager common missteps when meeting...

Advertisement:

New free weekly investment research [The Idea Farm]

Why doesn't Carl Icahn want CVR Energy anymore? [Dealbreaker]

Elliott Management: if you own US debt sell it now [ZeroHedge]

Pensions' fifty favorite hedge funds [aiCIO]

Influential adviser's "A-list" hedge funds [NYPost]

Matt...

Today, Mark Rachesky's activist oriented MHR Fund Management filed a Form 3, Form 4 and 13D with the SEC regarding shares of Navistar International (NAV).

Per the activist 13D filing, MHR Fund Management has disclosed a 13.6% ownership stake in Navistar with 9,335,837 shares.  This stake...

Today we're presenting an investment write-up that was a finalist at the Ira Sohn investment contest.  We've already posted up notes from the Ira Sohn Conference where you got to read about investment ideas from top fund managers.

Now, we're posting up some entries that made it to the final...

Advertisement:

The brand new Q1 2012 issue of our premium newsletter has just been released!  Subscribers please login at hedgefundwisdom.com to download it.

Included in the new 85-page issue:

- List of consensus buys & sells among top hedge funds

- Equity analysis on: Tempur-Pedic (TPX),...

Advertisement:

Advertisement:

List of good market links [Abnormal Returns]

Piper Jaffray: Apple (AAPL) will be first trillion dollar co [Notable Calls]

AAPL & the return of gimmicky price targets [Reformed Broker]

AAPL: know when to hold em & fold em [Aswath Damodaran]

The SEC's gift to hedgies [Forbes]

Slidedeck:...

Advertisement:

Advertisement:

AR Magazine has revealed a list of the top 25 highest earning hedge fund managers from 2011. This is their 11th year of doing the rankings and they found that the upper echelon earned an average of $576 million and a combined total of $14.4 billion. Here's the top five:

1. Ray Dalio...

Continuing our new feature at Market Folly, today's stock of the week focuses on why George Soros' family office owns Comverse Technology (CMVT). If you missed the inaugural stock of the week, be sure to check out why Carl Icahn bought WebMD (WBMD) as well.

The following is written by Tsachy...

Advertisement:

Advertisement:

We're proud to announce a new series here on MarketFolly.com: stock of the week. This series aims to provide a quick summary of what hedge fund managers and well known investors might see in a particular company.

These posts are written by Tsachy Mishal who is the Portfolio Manager at TAM Capital...

Advertisement:

Management will act in its own best interests, and for this reason investors should ensure that management's interests are aligned with theirs. Sometimes, however, management may be swayed to act in...

Advertisement: