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What We're Reading ~ Analytical Links 8/27/14

(via www.marketfolly.com)

Profile of Alibaba's Joseph Tsai [Bloomberg]

Carol Loomis' latest on BlackRock: the $4.3 trillion force [Fortune]

Profile of 108 year old investor Irving Kahn [Telegraph]

Lessons learned in 30 years of investing [What Works on Wall Street]

Share sleuth's investment checklist [Interactive...

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Lone Pine Capital Adds to Cognizant Technology Solutions Position

(via www.marketfolly.com)

Steve Mandel's hedge fund firm Lone Pine Capital has filed a 13G on shares of Cognizant Technology Solutions (CTSH).  Per the filing, Lone Pine now owns 5.3% of the company with over 32.1 million shares.

This means they've boosted their position size by over 2.6 million shares since the end...

Carl Icahn Goes Activist on Hertz

(via www.marketfolly.com)

Activist investor Carl Icahn has filed a 13D on shares of Hertz Global Holdings (HTZ).  Per the filing, Icahn now owns 8.48% of the company with 38.8 million shares. 

This is a newly disclosed position for Icahn .  The filing was made due to activity on August 12th and it notes that...

Third Point Trims Enphase Energy Stake

(via www.marketfolly.com)

Dan Loeb's hedge fund firm Third Point has filed an amended 13D and Form 4 with the SEC regarding Enphase Energy (ENPH).  Per the filing, Third Point has disclosed a 15.7% ownership in ENPH with over 6.75 million shares.

This marks a decrease of over 1.28 million shares.  The filing...

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Maverick Capital Discloses Pets at Home Group Position

(via www.marketfolly.com)

Lee Ainslie's hedge fund Maverick Capital has disclosed a new holding in London listed Pets at Home Group (LON:PETS).  Due to trading on July 29th, Maverick now own the equivalent of 3.14% of voting rights, all via a total return swap.

Pets at Home was floated in March at 245p per...

Bridger Capital Raises Tornier Stake

(via www.marketfolly.com)

Roberto Mignone's hedge fund firm Bridger Capital has filed a 13G with the SEC regarding their position in Tornier N.V. (TRNX).  Bridger has disclosed they now own 5.5% of the company with almost 2.7 million shares.

This means they've added to their share count by 707,960 shares since the end...

Glenview Capital Boosts VCA (WOOF) Stake

(via www.marketfolly.com)

Larry Robbins' hedge fund firm Glenview Capital has filed an amended 13G with the SEC regarding their stake in Vca (WOOF).  Per the filing, Glenview now owns 14.85% of the company with over 12.8 million shares.

This means they've boosted their position size by over 4 million shares since the...

JAT Capital Files 13D on Madison Square Garden (MSG)

(via www.marketfolly.com)

John Thaler's hedge fund firm JAT Capital has filed a 13D with the SEC regarding shares of Madison Square Garden (MSG).  Per the filing, JAT has disclosed a 6.73% ownership stake in MSG with over 4.2 million shares.

This marks an increase of 2.6 million shares in their position size since the...

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New Q2 Issue of Hedge Fund Wisdom Now Available: Sign Up To Read It

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The brand new Q2 2014 issue of our Hedge Fund Wisdom newsletter was just released today!  Subscribers please login at www.hedgefundwisdom.com to download it.

Featured in the New Issue

- Consensus buy/sell lists: Find out which stocks were the most popular among top managers.

- The latest...

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Bridger Capital Adds to ChannelAdvisor Position

(via www.marketfolly.com)

Recently, we highlighted Bridger Capital's new stake in ChannelAdvisor (ECOM).  Roberto Mignone's firm has just filed an amended 13G with the SEC regarding their position.

Per the filing, Bridger now owns 8.8% of the company with over 2.17 million shares.  They've increased their...

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Viking Global Boosts Salix Pharmaceuticals Stake

(via www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding their stake in Salix Pharmaceuticals (SLXP).  Per the filing, Viking now owns 5% of the company with over 3.19 million shares.

They've increased their holdings by 305,850 shares and the filing was made...

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What We're Reading ~ Hedge Fund Links 8/15/14

(via www.marketfolly.com)

Update on Miura Global's latest activity [ValueWalk]

Pershing Square's latest letter [Scribd]

Latest post by Carl Icahn [Carl Icahn]

Hedge fund branding continues to drive a majority of asset flows [All About Alpha]

A better tactic for hedge fund analysis [AI CIO]

Soros' secrets: buy bubbles,...

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What We're Reading ~ Analytical Links 8/13/14

(via www.marketfolly.com)

Zero to One: Notes on Startups, or How to Build the Future [Peter Thiel]

The Buffett formula - how to get smarter [Farnam Street]

A look at Alstom as a potential sum of the parts play [Value and Opportunity]

Value stocks in market corrections [Brooklyn Investor]

What does sentiment suggest for...

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Paulson & Co Boosts NovaCopper & Cobalt International Energy Stakes

(via www.marketfolly.com)

John Paulson's hedge fund firm Paulson & Co has filed two 13G's with the SEC.

NovaCopper (NCQ)

First, Paulson's amended 13G on Novacopper (NCQ) indicates that they now own 18.3% of the company with over 11.5 million shares. 

This marks an increase of over 5.59 million shares since the...

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Eton Park Capital Starts Armstrong World Industries Position

(via www.marketfolly.com)

Eric Mindich's hedge fund firm Eton Park Capital has filed a 13G with the SEC regarding shares of Armstrong World Industries (AWI).  Per the filing, Eton Park now owns 6.69% of the company with over 3.66 million shares.

This is a newly disclosed equity position for the hedge fund and the...

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