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Dan Loeb's 2nd Letter to Sony, Pushing For Spin-Off Again

SNE

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- June 18, 01:34PM from (www.marketfolly.com)

Dan Loeb's hedge fund firm Third Point has been pushing for a partial spin-off of Sony's (SNE) entertainment division.

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Scout Capital Goes Activist on Tim Hortons, Boosts Position

THI

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- June 18, 01:25PM from (www.marketfolly.com)

Adam Weiss and James Crichton's hedge fund firm Scout Capital has filed a 13D with the SEC regarding shares of Tim Hortons

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What We're Reading ~ Hedge Fund Links 6/14/13

SNE TIVO

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- June 14, 12:56PM from (www.marketfolly.com)

No wind in sails of long/short equity [AllAboutAlpha]
Paulson gold fund down 54% this year [FINalternatives]

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What We're Reading ~ Analytical Links 6/12/13

AZN BRK.B P CWGL BRK.A

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- June 12, 12:52PM from (www.marketfolly.com)

Buffett, Robertson, Cooperman & more: words of wisdom from 18 wealth wizards [Forbes]
Why value investing works [ValueWalk]

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Glenview Capital Seeks Removal of Health Management Associates "Poison Pill"

HMA

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- June 12, 12:38PM from (www.marketfolly.com)

Larry Robbins' hedge fund Glenview Capital yesterday filed an amended 13D with the SEC on shares of Health Management Associates

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A Tale of Two Gas Stations: Long Susser Holdings, Short CST Brands

VLO SUSS CST

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- June 12, 12:30PM from (www.marketfolly.com)

The following is a guest post from Tsachy Mishal of TAM Capital Management, who presents a look at a gas station pair trade,

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Jeff Ubben's ValueAct Adds to Willis Group Holdings Position

WSH

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- June 11, 02:22PM from (www.marketfolly.com)

Jeff Ubben's activist hedge fund ValueAct Capital recently filed Forms 3 and 4 with the SEC regarding their position in Willis

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Bruce Berkowitz Cuts MBIA Stake, Exits Orchard Supply Hardware Position

MBI OSH

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- June 11, 02:18PM from (www.marketfolly.com)

Bruce Berkowitz's firm Fairholme Capital recently filed two 13G's with the SEC. Here's a breakdown of his latest portfolio activity:

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Market Strategist Jeff Saut on the Odds of a New Secular Bull Market

SPY

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- June 10, 10:58AM from (www.marketfolly.com)

Market strategist Jeff Saut is out with his weekly commentary and in it he features some prudent commentary on being 'early'

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Eminence Capital Raises VCA Antech Position

WOOF

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- June 10, 10:31AM from (www.marketfolly.com)

Ricky Sandler's hedge fund firm Eminence Capital has filed a 13G on shares of VCA Antech (WOOF). Per the filing, Eminence

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Lee Cooperman's Thesis on Covidien & Sirius XM Radio: Omega Advisors Q1 Letter

SIRI COV

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- June 05, 01:35PM from (www.marketfolly.com)

Lee Cooperman's hedge fund Omega Advisors' Overseas Partners returned 10.9% in the first quarter of 2013 and has seen annualized

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Bill Ackman's Slideshow Presentation From Sohn Conference: A Rising Tide is a Good Gamble

PG

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- June 05, 01:30PM from (www.marketfolly.com)

Hat tip to ValueWalk for posting up Bill Ackman's slideshow presentation from the Sohn Conference, entitled: "A Rising Tide is a Good Gamble".

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Third Point Increases Asian Exposure (Via Sony): May Exposure Report

SNE

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- June 04, 01:47PM from (www.marketfolly.com)

Dan Loeb's Third Point Offshore Fund just released its May exposure report. In it, we see that Third Point was up 3.6% in May and is up 14.7% year-to-date.

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Andreas Halvorsen's Viking Global Boosts Cemex Stake

CX

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- June 04, 01:46PM from (www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global filed a 13G with the SEC on shares of Cemex (CX) recently. Per the

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Bill Ackman's Pershing Square to Trim Canadian Pacific Stake

CP

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- June 04, 01:46PM from (www.marketfolly.com)

Bill Ackman's hedge fund firm Pershing Square Capital Management filed an amended 13D with the SEC regarding their activist

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Bruce Berkowitz's Fairholme Discloses $2.4 billion stake in Fannie Mae & Freddie Mac Preferred

FAIRX FAAFX

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- June 04, 01:45PM from (www.marketfolly.com)

On Sunday, Bruce Berkowitz's firm Fairholme Capital released a statement indicating that they own $2.4 billion par value of Fannie Mae and Freddie Mac Preferred stock.

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Maverick Capital Exits Bluefly Stake; Clearlake Capital Buys 90% of Company

BFLY

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- May 29, 10:00AM from (www.marketfolly.com)

Lee Ainslie's hedge fund firm Maverick Capital filed an amended 13D and a Form 4 with the SEC regarding shares of Bluefly

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