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Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Wednesday, February 17, 2021 - 2:44pm | 2210Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...
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Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Tuesday, November 17, 2020 - 12:00pm | 2360Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Saturday, May 16, 2020 - 9:15am | 2351Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Tuesday, February 18, 2020 - 1:00pm | 2056Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Friday, November 15, 2019 - 12:29pm | 2187Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Digesting Delivering Alpha 2017: The Top Picks You Need To Know
Wednesday, September 13, 2017 - 7:44am | 894Read More...Anything but bitcoin. The cryptocurrency got little love at CNBC’s Delivering Alpha conference Tuesday, with JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon calling it “fraudulent” and Saba Capital Management CIO Boaz Weinstein attributing its rise to nothing beyond FOMO....
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Activist Heavyweights Form Lobbying Group
Thursday, May 19, 2016 - 8:55am | 399Read More...Major activist hedge funds have formed a lobbying group called Council for Investor Rights and Corporate Accountability (CIRCA) to promote shareholder activism across the country. The announcement comes as presidential candidates Hillary Clinton and Bernie Sanders have been voicing against activist...
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Will Yahoo's Sale Process Get Halted Following Its New Agreement With Starboard Value? Bloomberg Has The Answer
Wednesday, April 27, 2016 - 12:44pm | 281Read More...By Wednesday afternoon, Yahoo! Inc. (NASDAQ: YHOO)'s agreement with activist investor and major shareholder Starboard Value has been well digested by the investment community. However, the question remains: Will the latest agreement impact Yahoo's ongoing search for a buyer to acquire its internet...
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Jeff Smith: Yahoo Could Fetch '$10 Billion-Plus' For Its Internet Assets If A Buyer 'Cared Enough For It'
Tuesday, April 19, 2016 - 12:38pm | 348Read More...Jeff Smith is an activist investor and CEO of Staboard Value. His firm also holds a major stake in Yahoo! Inc. (NASDAQ: YHOO) and has already declared an activist battle against the firm. Speaking to CNBC, Smith said a major grievance against Yahoo was the fact the company has an established...
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Can Yahoo Avoid Proxy War? Co. Said To Meet Starboard Next Week
Thursday, March 3, 2016 - 11:28am | 501Read More...Yahoo! Inc. (NASDAQ: YHOO) is said to meet activist hedge fund Starboard Value next week as part of its efforts to avoid a proxy battle, according to a New York Post report. Starboard CEO Jeff Smith is demanding a sale of the company and gearing up for a proxy battle. In a letter to Yahoo board...
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11 Activist Investors Who Have Shaped The Market
Tuesday, November 3, 2015 - 2:20pm | 1979Read More...There has been a heated debate on Wall Street as to whether activist investors are beneficial to both shareholders and companies. Over the past few years, activist investing has taken off, with several big name players pushing for change at some of the world's largest companies. While some argue...
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These Analysts Say A Macy's REIT Is Unlikely
Friday, September 18, 2015 - 12:27pm | 363Read More...Since July's Delivering Alpha Conference when Starboard Value suggested a REIT, Macy's, Inc. (NYSE: M) has declined 17.5 percent. Morgan Stanley's Kimberly Greenberger took issue with Starboard's forecast that Macy's could rise to $125 with a REIT spinoff, noting that it is more likely to gain to...
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Macy's: To REIT Or Not To REIT?
Tuesday, July 21, 2015 - 1:03pm | 991Read More...On Monday, Bank of America Merrill Lynch (BofA) analyst Lorraine Hutchinson published a research note, "To REIT or Not To REIT," raising the firm's target price for venerable department store owner and operator Macy's, Inc. (NYSE: M) from $68 to $78 per share. BofA believes that management...
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Retail Expert Doesn't See A REIT Fit For Macy's
Friday, July 17, 2015 - 1:18pm | 335Read More...Ryan Craver was recently a guest on #PreMarket Prep, a daily trading idea radio show hosted by Joel Elconin and Dennis Dick. Shares of Macys, Inc. (NYSE: M) traded higher this week after Jeff Smith of Starboard Value Management said the fashion and accessory retailing giant could unlock tremendous...
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Has Delivering Alpha Delivered So Far?
Wednesday, July 15, 2015 - 2:17pm | 583Read More...The fifth annual Delivering Alpha conference kicked off this morning in New York, and today’s conference lineup includes Pershing Square Capital Management’s Bill Ackman, Elliott Management’s Paul Singer, Trian Fund Management's Nelson Peltz and Icahn Enterprises LP (NASDAQ: IEP...
