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Ancestry.com

  • A Large Hedge Fund Nabs a Board Seat at This Internet Company

    By Meena Krishnamsetty - October 21, 2012 | Tickers: ACOM, AOL, TRIP, WBMD, YELP

    Kensico Capital Management owned 5.7 million shares of WebMD Health Corp. ) at the end of June (find more stocks Kensico owned). According to a recent 13D filed with the SEC, Thomas Coleman, an executive at Kensico (which is managed by Michael Lowenstein), has now joined the Board of Directors; his Board seat was a new addition and so no directors were removed. The health and wellness information website has more »

  • This Tech Hedge Fund’s Top Stock Picks

    By Meena Krishnamsetty - September 25, 2012 | Tickers: ACOM, EQIX, P, QCOM, V

    Crosslink Capital is as vertically integrated as investing gets: the fund invests in companies from seed financing to the public markets. Its stock holdings tend to be in the technology sector or have some tie to technology. Co-founder Michael Stark serves as the portfolio manager for Crosslink’s publicly traded investments. Stark worked at Intel, and then at tech-focused investment bank Robertson Stephens, before co-founding Crosslink with Sy Kaufman. Read more »

  • 3 Relatively Recent Internet IPO Stocks Not Named Facebook

    By Michael Carter - September 5, 2012 | Tickers: ACOM, ANGI, GRPN

    The following three stocks have a business model revolved around profiting from the internet in some way.  All three companies have issued their initial public offerings (IPOs) relatively recently and none of them are named Facebook. 

    Angie’s List

    It is hard to believe that Angie’s List (NASDAQ: ANGI) has been public less than a year with its IPO on November 17, 2011 based on the ongoing repetitive commercials more »

  • 2 Tech Companies Spending a Boatload on R&D

    By Soroush Pour - July 13, 2012 | Tickers: ATVI, ACOM, CYOU, GA, PWRD, TTWO

    Since the start of 2012, the technology sector has been one of the best bets in a struggling global economy, returning 13.4 percent.  In order to make bank from this trend, investors’ first inclination may be to hold a tech ETF or mutual fund, but there may be a better way to grasp the opportunities that lie in this sector.  While it is always important to invest in companies more »

  • Buyers Beware: 4 Stocks With Heavy Short Selling

    By Soroush Pour - July 9, 2012 | Tickers: ANF, AEO, ACOM, JCP, BKE

    In the financial world, there are a gazillion types of analytical indicators, ranging from P/E ratios to dividend yields. One metric that is often overlooked, however, is short selling activity. For those in need of a refresher course on short selling, see this article. Reported twice a month, shorting activity is a crucial measurement of the bearish sentiment that surrounds a particular stock. There are two ways that investors more »

  • Does This Stock Have a First Mover Advantage?

    By Shawn Robinson - April 16, 2012 | Tickers: ACOM, F, HTZ, ZIP | Editor's Choice

    Every Zipcar (NASDAQ: ZIP) shareholder knew the day was coming when larger car rivals like Hertz (NYSE: HTZ), would attempt to offer rentals on an hourly basis to directly compete against ZIP. That day has come as Hertz recently unveiled an hourly rental service in attempt to partake in this growing consumer trend. Given that Zipcar enjoys roughly a $20 per car per day value greater than Hertz (see table more »

  • This Is Arbitrage, Not Growth

    By Nikhil Shamapant - April 10, 2012 | Tickers: ACOM, BIDU, GOOG, ISRG, OPEN

    As a beginning investor, I consulted as many books as I could to find the "best" method of investing. While I have deduced there is no one method, there are a variety of lessons that I took from these readings that I use now to improve my investing. One lesson that I found to be crucially important was the lesson of "Dhando Arbitrage" taught by famous value investor Mohnish Pabrai more »

  • Is Ancestry.com a Story of the Past?

    By Nikhil Shamapant - March 30, 2012 | Tickers: AMZN, ACOM, BIDU, GOOG

    Over the last two years, Ancestry.com (NASDAQ: ACOM) has certainly pulled its weight in investor portfolios. Since April 2010, Ancestry.com is up almost 40%, and at one point in July, Ancestry.com was up 160%. Recently, however, Ancestry.com hasn't done so well, 50% below its 52 week high, and it's time to consider whether it's prudent to add Ancestry.com to a portfolio at more »

  • Why Zillow Stock Needs a LinkedIn/Netflix/Sirius Multiple

    By SumZero Research - February 22, 2012 | Tickers: ACOM, LNKD, Z

    Quick Pitch: Zillow (NASDAQ: Z) — Long

    (This is an edited and highly abbreviated quick pitch pulled from the SumZero community.)

    Analyst: Rohit Dewan
    Firm: Olm Capital Management
    Industry: Hedge Fund
    Location: New York, NY

    Recent Price: $29.23
    Target Price: $40.00

    Zillow belongs in a highly diverse category of high-growth internet and media companies. Many of these companies have business models based on either subscriptions or advertising or a more »

  • The Decline in this Stock is all Google Needs

    By Shawn Robinson - February 20, 2012 | Tickers: ACOM, GOOG

    Ancestry.com (NASDAQ: ACOM) reported fourth quarter earnings in line with analyst estimates but showed weakness in estimated 2012 profit driven by a less than expected 12% growth in subscribers. The negative outlook caused shares of the company to plunge almost 17% by the end of trading this past Thursday. This significant drop in the share price will surely begin to attract suitors who could find value in ACOM’s more »

  • A Chink in Ancestry.com's Armor

    By Tom Gibbs - February 17, 2012 | Tickers: ACOM, CMCSA, GOOG, NFLX

    Ancestry.com (NASDAQ: ACOM) is the world’s largest online family history resource, with nearly 1.7 million paying subscribers reported at the date of its most recent filing.  A project nearly 30 years in the making, Ancestry.com has compiled nearly six billion historical records that have been digitized, indexed, and put online for subscriber review and study.  Using the website’s proprietary platform and extensive historical record collection more »

  • Dominant Player Doesn't Equal Profits

    By Chad Henage - February 9, 2012 | Tickers: ACOM, WBMD

    Investors sometimes forget that companies and stock values are not the same. Sometimes you have opportunity where the market undervalues what is going on. Other times the market has too high of expectations and the stock corrects, even when the company is doing fine. The latter situation is what is likely to happen to WebMD Health Corp. (NASDAQ: WBMD). According to the company they are the “leading provider of health information services...”. I normally like to own stocks in companies that lead their field, but this situation appears different.

  • What's it worth? CSCO CTXS CSC CPWR ACOM

    By Glen Bradford - February 8, 2012 | Tickers: ACOM, CSCO, CTXS, CSC, CPWR

    Hi, my name is Glen Bradford and I am having an absolute fantastic time pricing the S&P500. Let's take a look at what I think your company is worth.

    368. Cisco Systems (NASDAQ: CSCO) is a company that I've studied the basics as I pursued my CCNA, which is a certification that they offer. This is another company that you have to pay attention to the cash more »

  • Short This? Are You Kidding?

    By Chad Henage - February 7, 2012 | Tickers: ACOM

    I recently read an article suggesting that hedge funds look to short Ancestry.com (NASDAQ: ACOM). I'm not sure what exactly the writer of the article was looking at. To my eyes Ancestry.com is the player in a highly profitable industry that no one else seems to want. A growing industry that no one else wants is a sure way to a profitable stock. Let's run Ancestry.com through its paces and see what we find.

  • Ancestry.com Is a Solid Short for Hedge Funds

    By SumZero Research - January 31, 2012 | Tickers: ACOM

    Ancestry.com (NASDAQ: ACOM)

    (This write-up is an edited and greatly-abbreviated pitch from the SumZero community.)

    Recommended Action: Short

    Current Price: $30.30 Target Price: $13.00 
    Source: Hedge Fund. Washington, DC. 

    Quick Pitch:

    Over the past few quarters, sell-side analysts have been predicting 'significant growth’ for Ancestry.com and estimate 50% subscriber base growth for the website by the year-end 2013. Analysts claim that Ancestry.com’s social network more »

  • Buy, Sell, or Hold?

    By Michael Caligiuri - January 10, 2012 | Tickers: ACOM, LULU, MAKO

    Three of my favorite stocks -- Ancestry.com (NASDAQ: ACOM), Lululemon Athletica (NASDAQ: LULU) and MAKO Surgical (NASDAQ: MAKO) -- all jumped more than 10% early this week. ACOM posted strong sales growth, LULU raised fourth quarter earnings expectations, and MAKO boasted strong revenue growth.

    Some of my friends have asked me what they should do with their positions in these stocks, so I figured I would make a blog post about more »

  • How to Invest in the Leisure Activities of Baby Boomers

    By Elizabeth Magill - January 5, 2012 | Tickers: AMZN, ACOM, BKS, EBAY, EXPE, AWAY, OWW, PCLN, TRIP

    If you were born between 1946 and 1964, you're considered part of the baby boom generation. Doing the math, this makes the "youngest" baby boomer 47 years old, and the "oldest" 66.

    According to the U.S. Census Bureau, 25 percent of the total population in 2011 were part of the baby boomer generation. This means more and more boomers will be turning in their Capital One card for more »