Virgin Media, Inc.

  • Billionaire James Dinan’s New Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CBG, HIG, HES, NWSA, VMED

    Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. Even though the information in 13Fs may well be out of date by the time it is released, we’ve actually found that it can be used to develop investment strategies more »

  • Billionaire Israel Englander’s New Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AET, ABV, EXPD, GD, VMED

    Millennium Management, a hedge fund managed by billionaire Israel Englander, filed its 13F for the first quarter of 2013 with the SEC in May. This most recent round of filings disclosed many of hedge funds’ long equity positions in U.S. stocks as of the end of March. Even with the information being somewhat old, we’ve found that the most popular small cap stocks among hedge funds outperform the more »

  • 5 Ways To Play These ‘Special Situations’

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CVH, DELL, GDI, S, VMED

    Pentwater Capital Management is a hedge fund founded and managed by Matthew Halbower in 2007. He employs an event-driven investing strategy, with an equity portfolio valued at a little over $2.7 billion. During the first quarter of 2013, Halbower has made some important changes to his holdings, particularly in special situations plays. It’s important to track hedge fund sentiment because it has been found that retail investors can more »

  • This Hedge Fund Was Heavy on the M&A Front Last Quarter

    By Meena Krishnamsetty - May 28, 2013 | Tickers: ARB, DIN, SEMG, S, VMED

    Halcyon Asset Management, managed by John Bader, is a multi-strategy hedge fund specializing in the credit, merger, and special situations fields. The fund recently filed its 13F with the SEC, describing some of its main investments during 2013’s first quarter. It’s important to take a look at the fund’s favorite holdings, because research has shown that retail investors can benefit from watching hedge fund sentiment; discover the more »

  • Billionaire Dan Loeb’s New Stock Picks

    By Meena Krishnamsetty - May 28, 2013 | Tickers: APC, BEAV, TMO, TIF, VMED

    Several weeks after the end of each quarter, hedge funds and other notable investors submit their 13F filings to the SEC, disclosing to the public many of their long equity positions in U.S. stocks as of the end of the quarter. We track these filings in our database, allowing us to use the included information to develop investing strategies. We have found, for example, that the most popular small more »

  • Billionaire George Soros' First-Quarter Moves

    By Marshall Hargrave - May 27, 2013 | Tickers: GOOG, LBTYK, LCC, VMED, WMT

    Billionaire George Soros managed to return an average 30.5% per year between 1969 and 2000. Soros is best known for his Quantum Fund, which has one of the best performance records of any investment fund in the world over its 26-year history. Having invested a mere $1,000 in 1969 when Soros established the Quantum Fund would have been worth $4 million by the year 2000. Soros was shaking more »
  • Billionaire Activist Dan Loeb Adds to His Campaign

    By Marshall Hargrave - May 24, 2013 | Tickers: AIG, IP, TIF, VMED, YHOO

    Dan Loeb is the founder of the activist hedge fund, Third Point, with some $4 billion in assets under management. Loeb is known in the financial world for writing public letters focused on disapproval of company performance and management's conduct. Loeb's recent activist campaign was waged on Sony earlier this month, but outlined below are Loeb's latest moves for Third Point per his quarterly filing with more »

  • Billionaire Paul Singer’s Elliott Management Bought These Stocks

    By Meena Krishnamsetty - May 24, 2013 | Tickers: BRCD, CPWR, HES, VMED

    Elliott Management, a hedge fund managed by billionaire Paul Singer since its founding in 1977, has filed its 13F for the first quarter of 2013 (see the filing on the SEC's website). These filings disclose hedge funds' or other major investors' long equity positions as of the end of a quarter; there are a few different ways for investors to use this information.

    For one, we have found that more »

  • This Fund’s Top Trio May Surprise You

    By Meena Krishnamsetty - May 23, 2013 | Tickers: CYMI, DELL, MMR, VMED

    Hedge funds and other prominent investors are required to file their quarterly equity positions with the SEC in 13F filings within 45 days after the end of each calendar quarter. We're going to take a look at the first-quarter filing of Havens Advisors, managed by Nancy Havens-Hasty.

    Why is this important?

    Empirical studies have discovered that investors who follow specific hedge fund activity can outperform the broader indices by more »

  • The Formation of the World's Leading Cable Company

    By Anh HOANG - May 22, 2013 | Tickers: CMCSA, LBTYK, VMED

    Dan Loeb, the famous hedge fund manager, delivered quite a strong annualized return of 15.4% in the past 15 years, leaving the S&P 500’s annualized return of only 4.5% during the same period in the dust. In the first quarter of 2013, he purchased a lot of shares in Virgin Media (NASDAQ: VMED). With 11 million shares, Virgin Media became his second biggest position, accounting for more »

  • Dan Loeb's Top Two Positions in April

    By Anh HOANG - May 8, 2013 | Tickers: LBTYK, VMED, YHOO

    Dan Loeb, the famous hedge fund manager, recenlty released his Third Point’s letter for shareholders for April. The fund, with $12.9 billion in total AUM, returned only 1.4%, less than the S&P 500’s return of 1.9%. Its year-to-date results came in at 10.5%, also lower than S&P 500’s gain of 12.7%. However, since its inception in December 1996, his fund more »

  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 6, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has yielded an average return of 17.83% over the past three years, on investments focused in the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from these sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 3, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has made an average return of 17.83% over the past three years on investments focused on the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from those sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • Investing Like Billionaire Dan Loeb

    By Marshall Hargrave - March 18, 2013 | Tickers: NES.DL, MUR, TSO, VMED

    Daniel Loeb, founder of Third Point, LLC, is best known for his poignant letters that he sends to companies where he disagrees with their overall corporate strategy. He employs a team of analysts that are known for their painstaking attention to detail and thorough analysis. Loeb and his team are the ones that discovered former Yahoo! CEO Scott Thompson never graduated with a degree in computer science, but Yahoo! stated more »
  • The Massive European Cable Deal

    By Mike Thiessen - March 18, 2013 | Tickers: BSY, LBTYK, VMED

    In early February, Virgin Media (NASDAQ: VMED) announced that it would be purchased by fellow multimedia rival Liberty Global (NASDAQ: LBTYA) in a cash-and-stock deal valued at well over $15 billion. The combined company would be one of the largest cable and multimedia content providers in the United Kingdom, and enjoy access to several other key European markets as well. In fact, it is estimated that the combined company would more »

  • This Hedge Fund's Top Trio for 2013

    By Meena Krishnamsetty - March 6, 2013 | Tickers: AIG, LVS, LBTYK, MGM, VMED

    Hedge funds are an important indicator for every investor to track. Though it's possible to get bogged down in the industry's collection of 8,000-plus funds, we at Insider Monkey parse this data and track the best picks of the top 450 money managers. Historically, our small-cap strategy beat the market by 18% a year for more than a decade in our back tests, and since we started more »

  • Liberty’s Acquisition of Virgin Media: Gold Still in the Mines?

    By Nicholas Kitonyi - February 14, 2013 | Tickers: LBTYK, NWSA, VMED

    Liberty Global (NASDAQ: LBTYA) must be crossing its fingers hoping that it’s proposition to acquire Virgin Media (NASDAQ: VMED) goes through. Virgin Media confirmed on Tuesday, Feb. 5, that it was indeed in talks with Liberty Global for a possible deal following a spell of media speculation.  John Malone’s Liberty Global seeks to tap into the European market, currently dominated by Rupert Murdoch’s News Corp (NASDAQ: NWS more »

  • A Closer Look at Liberty Global-Virgin Media Deal

    By Anh HOANG - February 11, 2013 | Tickers: LBTYK, NWSA, VMED

    The cable TV operator Liberty Global (NASDAQ: LBTYA) has agreed to purchase Virgin Media (NASDAQ: VMED) at around $47.87 per share, with a total transaction value of $23.3 billion. The deal will create one of the world’s leading broadband companies, serving 25 million customers in 14 countries. With substantial synergy, the combined company will have significant potential to monetize its customer base. Let’s dig deeper to more »

  • Should You Follow John Malone to England?

    By Robert Hanley - February 10, 2013 | Tickers: LBTYK, NWSA, VMED

    John Malone’s Liberty multimedia empire had a very busy 2012 and seems intent on following the same script in 2013. On Feb. 5, Liberty Global (NASDAQ: LBTYA) agreed to acquire Virgin Media (NASDAQ: VMED) for $16 billion in a complicated cash and stock offer. If approved, the deal would combine Liberty’s 19 million cable subscribers with Virgin’s roughly 5 million cable subscribers, thereby creating the largest cable more »

  • Cable Companies Worth Considering

    By Chris Hodge - December 31, 2012 | Tickers: SJR, TWC, VIAB, VMED

    I'm not really a TV guy, but I know cable is a big deal. So I've decided to check out a few cable companies and see if I can find a good company for a good price. I fired up the old stock screener and did a search for companies of a reasonable size ($2 billion market cap), a price/earnings ratio under 20, and of course some more »

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