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Greenlight Capital bets big on Healthcare
Greenlight Capital is run by well-known value investor David Einhorn (and author of “Fooling all of the People some of the Time). The firm began in 1996 with $900k under management and has grown to...
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Greenlight Capital bets big on Computer Sciences Corp
In Q3 of this year, the big change in Greenlight’s portfolio was a 90% increase in shares held Computer Sciences Corp (CSC) which bumped it up to a top 10 holding. The shares in Sprint (S) and...
View ArticleThird Point Q4 letter
Below is Dan Loeb’s forth quarter letter discussing (among other things) the thesis behind his recent 8.2% stake in Herbalife and why the claims made by the “short seller” (Bill Ackman/David Einhorn)...
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Dan Loeb’s position in HerbaLife
Dan Loeb founded Third Point in 1995 and is known for his blunt and direct public letters to company executives. In Q3 2012, Dan Loeb’s big (and public) bet was Yahoo (YHOO) although no shares were...
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Who else is in HerbaLife?
HerbaLife (HLF) has been at the center of a battle of the hedge fund titans after Bill Ackman of Pershing Sq. publicly disclosed his belief that HerbaLife was one of the “best run Ponzi schemes in the...
View ArticleWho else is in LIFE Technologies (other than Paulson)
On April 15, Life Technologies (LIFE) agreed to a sale of the company to Thermo Fisher Scientific (TMO) at $76 per share (in cash). The deal represents a 12% premium to Life’s close on April 12, and a...
View ArticleTop stocks being bought by Hedge Funds
Every quarter we profile 12 of the best-known hedge fund managers in our quarterly report. Below, is a table of all of the stocks held by at least 2 of these hedge funds as well as the average...
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Takeaways from the Ira Sohn conference
The Ira Sohn conference took place yesterday at Lincoln Center where every year the “who’s who” of the hedge fund elite present their best stock ideas to raise money for pediatric cancer. In recent...
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Our Q1 Hedge Fund AlphaStratus Report is now available
Click here to get the latest intelligence from top hedge fund managers. We profile not just consensus buys & sells (like everyone else) but also provide intelligence around which positions have...
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