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

SNE  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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.   more ...

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Scout Capital Goes Activist on Tim Hortons, Boosts Position

THI  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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

SNE  TIVO  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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]
 more ...


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

HMA  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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

VLO  SUSS  CST  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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,  more ...

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Jeff Ubben's ValueAct Adds to Willis Group Holdings Position

WSH  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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Bruce Berkowitz Cuts MBIA Stake, Exits Orchard Supply Hardware Position

MBI  OSH  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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'  more ...

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Eminence Capital Raises VCA Antech Position

WOOF  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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What We're Reading ~ Analytical Links 6/5/13

AAPL  CMG  ASPS  CHTR  LMCA  

Linked by market folly ( track newsfeed | ignore newsfeed ) - June 05, 01:52PM from (www.marketfolly.com)

The new R&D: Repurchases and dividends [Reformed Broker]



A macro update [Micro Fundy]
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Lee Cooperman's Thesis on Covidien & Sirius XM Radio: Omega Advisors Q1 Letter

SIRI  COV  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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

PG  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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Bill Ackman's Pershing Square to Trim Canadian Pacific Stake

CP  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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

FAIRX  FAAFX  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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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Notes From Virginia Investment Symposium 2013: Julian Robertson, Paul Tudor Jones & John Griffin

CAJ  AAPL  GOOG  ADT  

Linked by market folly ( track newsfeed | ignore newsfeed ) - June 04, 01:40PM from (www.marketfolly.com)

The University of Virginia's McIntire School of Commerce recently held its 2013 Spring Symposium entitled "Investing  more ...

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

BFLY  

Linked by market folly ( track newsfeed | ignore newsfeed ) - 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  more ...

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Glenview Capital Sought Hart-Scott-Rodino Clearance To Buy More Health Management; Issues Press Release

HMA  

Linked by market folly ( track newsfeed | ignore newsfeed ) - May 29, 09:30AM from (www.marketfolly.com)

Earlier this month, we highlighted how Larry Robbins' hedge fund firm Glenview Capital added to its Health Management Associates  more ...

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