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  • 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 »

  • Billionaire Dan Loeb’s New Stock Picks

    By Meena Krishnamsetty - May 23, 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 »

  • 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, LBTYA, 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 »

  • This Hedge Fund Was Heavy On The M&A Front Last Quarter

    By Meena Krishnamsetty - May 22, 2013 | Tickers: ARB, DIN, SEMG, S, VMED

    Halcyon Asset Management is managed by John Bader and is 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 more »

  • Billionaire James Dinan's Top Stock Picks

    By Meena Krishnamsetty - May 21, 2013 | Tickers: HNZ, HES, NWSA, PDH, VMED

    Several weeks after the end of each quarter, hedge funds and other major investors are required to file 13Fs with the SEC, disclosing many of their long equity positions as of the end of that quarter. We process these filings in our database and use them to develop investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return more »

  • Dan Loeb's Top Two Positions in April

    By Anh HOANG - May 8, 2013 | Tickers: LBTYA, 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, LBTYA, 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, LBTYA, 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: LBTYA, 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: NWSmore »)

  • A Closer Look at Liberty Global-Virgin Media Deal

    By Anh HOANG - February 11, 2013 | Tickers: LBTYA, 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: LBTYA, 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 »

  • Apple is Tiger Cub Philippe Laffont’s Top Stock Pick

    By Meena Krishnamsetty - November 21, 2012 | Tickers: AAPL, EQIX, LBTYA, PCLN, VMED

    Philippe Laffont’s Coatue Management is considered one of the “Tiger Cub” hedge funds as Laffont worked for several years at legendary investor Julian Robertson’s Tiger Management. Coatue was founded in 1999 and our records show that the fund tends to be overweight technology and services stocks. We have gone through the fund’s 13F for the third quarter of 2012, which discloses many of its long equity positions more »

  • Companies Cashing in on Usain Bolt's Victories

    By Mike Thiessen - August 14, 2012 | Tickers: AAPL, NWSA, VMED, V

    The man, the legend, the greatest sprinter ever, Usain Bolt captured the eyes and hearts of millions, if not billions, as he achieved the sprinting triple double at London 2012.  There are also others that won gold along with the Lightning Bolt.  Yohan Blake and the other Jamaican sprinters?  No.  It is the companies that hitched their wagon to Bolt.  These companies stand to benefit from the huge achievement of more »

  • Sky's the limit with BSkyB

    By C. Russell - May 31, 2012 | Tickers: AAPL, BSYBY.PK, BT, NFLX, VMED

    British Sky Broadcasting ( (NASDAQOTH: BSYBY.PK) ) stands at the center of a storm sweeping the film and television industry. Consumers are using the internet to access content directly threatening the role of middlemen like BSkyB. The speed of this transition is only limited by the capacity of the UK broadband network. Although I am sure people do not read for my thoughts on industry trends I will try to briefly more »

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