Browse by ▼

Yandex

  • Yandex: The Winner Of Russia's Search War

    By Dusan Jovanic - May 19, 2013 | Tickers: BIDU, GOOG, QIHU, YNDX

    Yandex (NASDAQ: YNDX) has struggled since the May 2011 IPO, and its share price has never seen the highs it achieved in the first week of trading. But that might change soon, since the company is showing strong growth and expects the growth to continue. The company reported earnings that beat analyst estimates, and the management raised the full year revenue guidance. The market responded with a surge in share more »

  • Is Baidu a Good Stock to Buy?

    By Meena Krishnamsetty - March 21, 2013 | Tickers: BIDU, GOOG, SINA, SOHU, YNDX

    Concerns over the Chinese economy and a pattern of accounting irregularities at Chinese companies have caused declines in a number of Chinese stocks in the last year. Baidu (NASDAQ: BIDU), a leading search engine and Web portal in the country, has fallen 38%. This has occurred despite strong growth at the company: Baidu reported that in the fourth quarter of 2012 its revenues increased 42% versus a year earlier, and more »

  • Yandex's Post-Earnings Plunge Created a Long Opportunity

    By Nicholas Kitonyi - February 25, 2013 | Tickers: BIDU, GOOG, YNDX

    Yandex (NASDAQ: YNDX), Russia’s largest search engine missed consensus earnings estimates in its most recent quarter results despite growing by 30 percent year-over-year. The company’s revenues came out better than expected by analysts increasing by 37 percent, from 2011 to $290.4 million.

    Yandex NV shares tanked 14 percent at some stage after earnings announcement, but closed at $23.01, or 10.08 percent decline on Tuesday more »

  • Searching for the King of Search

    By Robert Ciura - February 25, 2013 | Tickers: BIDU, GOOG, YNDX

    As the saying goes, the Internet changed everything.  A vast abundance of researchable data became instantly available overnight.  People with a computer and an Internet connection became a finger-click away from an endless stream of information.  Indeed, the search industry that sprang from the World Wide Web led to some of the world’s most valuable companies.

    In particular, there are three giants in the search industry that have created more »

  • Yandex Points to Central Asian Internet Growth

    By Peter Pham - February 21, 2013 | Tickers: BIDU, GOOG, MSFT, YNDX

    The Russian search engine giant Yandex NV (NASDAQ: YNDX) recently surprised Wall Street by revealing that it has surpassed Microsoft’s (NASDAQ: MSFT) Bing to become the fourth biggest search engine in the world in terms of number of searches (according to ComScore’s 2012 data). A total of 4.6 billion searches were conducted on Yandex in November and 4.8 billion in December as opposed to Bing’s more »

  • Billionaire Chase Coleman and Feroz Dewan’s Top Picks for 2013

    By Meena Krishnamsetty - February 21, 2013 | Tickers: AAPL, GRPN, MA, STRZA, YNDX

    Chase Coleman of Tiger Global Management may have had a leg up on other hedge fund managers with his professional upbringing. As one of the original “Tiger Cubs,” Coleman was groomed by Julian Robertson, one of the most legendary managers in hedge fund history. Coleman’s team, which includes fellow portfolio managers Feroz Dewan, Lee Fixel and Scott Shleifer, has returned more than 20% to investors each year since 2001 more »

  • Fact-Checking With Tiger Global

    By Ishfaque Faruk - February 19, 2013 | Tickers: AMZN, AAPL, GRPN, YHOO, YNDX

    Editor's Note: This version has been modified to better describe the relationship between Chase Coleman, his fund, and its holdings.

    Unlike numerous other hedge fund managers, Tiger Global's Chase Coleman doesn't self-advertise. The publicity-shy Coleman has every right to brag about himself, as his funds are amongst the top performers in the hedge fund universe that manage over a billion dollars, according to Bloomberg. Even though it more »

  • Keys to Russian Investing: Oligarchs, Patriarchs, & Deep Purple

    By Nick Slepko - February 19, 2013 | Tickers: NILSY.PK, MAIL, RSHYY.PK, YNDX

    Max Lutikov-Kurono was raised in Moscow, took his first job abroad in Morocco, got his MBA in Singapore while being the first graduate student from Russia at the NUS Business School. He later set up the first Russia-focused wealth management practice in Singapore. He is also a Director of Emerging Capital Group (a firm focusing on private equity investing in Asia's mining sector) and the Portfolio Manager of the more »

  • A Search Engine That Keeps on Rising

    By Ishfaque Faruk - February 13, 2013 | Tickers: BIDU, MSFT, YNDX

    Yandex (NASDAQ: YNDX) has been substantially ahead of competitors, Google and Mail.ru in the Russian market. The company has long dominated the search engine space with a market share of roughly 62%, which is more than twice Google's market share of 26% as of February 2013, according to liveinternet.ru. 

    In an earlier post on Yandex, I highlighted that the Russian search giant is rapidly racing towards becoming more »

  • What's Holding Back This Search Giant?

    By Leo Sun - February 5, 2013 | Tickers: BIDU, FB, GOOG, YNDX | Editor's Choice

    Today, many growing businesses in emerging markets claim to be the “next Amazon, Google (NASDAQ: GOOG) or eBay.” The prospect that a relatively small company can ride a macro growth trend in a rapidly growing economy is undeniably appealing, and Russia’s search engine Yandex (NASDAQ: YNDX) is no exception. Often called the “Google of Russia,” Yandex was once a core holding for many emerging markets investors. But since its more »

  • Yandex: A Happy New Year?

    By Brahamjit Gupta - December 31, 2012 | Tickers: BIDU, GOOG, YNDX

    Yandex (NASDAQ: YNDX) has experienced some twists and turns this year. While it has suffered losses over the browser issue like chrome being launched with Google (NASDAQ: GOOG) and the expiration of its Safari deal, it also has scored wins in the mobile search arena by becoming the prime search provider in Windows 8 and Samsung Bada in Russia. Overall it was a good year for Yandex in the sense more »

  • A Search Engine Gem

    By Ishfaque Faruk - December 28, 2012 | Tickers: BIDU, GOOG, QIHU, YNDX

    The Russian search engine, Yandex (NASDAQ: YNDX) is of a rare breed, and it is one of the very few companies that has managed to stave off competition from technology behemoth, Google (NASDAQ: GOOG). Google has been operating in Russia for a while now, but its not even close to overcoming Yandex's industry leading position. In my previous post on Yandex, I highlighted how Yandex has managed to defend more »

  • Tiger Global’s Favorite Technology Stocks

    By Meena Krishnamsetty - December 28, 2012 | Tickers: AAPL, FB, GOOG, YHOO, YNDX

    One of the “Tiger Cub” hedge funds, so named because one or more founders previously worked under Julian Robertson at Tiger Management, is Tiger Global Management. This fund tends to be overweight technology stocks as well as services stocks with a connection to technology or the Internet. Read on for our quick take on the fund’s five largest technology stocks in its most recent 13F filing or see the more »

  • This BRIC Rockstar Is Poised to Outperform

    By Ishfaque Faruk - December 17, 2012 | Tickers: BIDU, GOOG, MSFT, YHOO, YNDX

    Its quite unusual to see a company that goes up against Internet giant, Google (NASDAQ: GOOG) and win big time. Russian search leader, Yandex (NASDAQ: YNDX) is clearly doing that, and by a big margin too. Yandex operates the most popular search engine and the most visited website in Russia.

    Search Dominance

    In the long run, the best way to have a long lasting competitive advantage, is to dominate a more »

  • Point State Capital Just Upped Its Stake in this Tech Company

    By Meena Krishnamsetty - December 11, 2012 | Tickers: AKAM, EQIX, RHT, VRSN, YNDX

    Verisign (NASDAQ: VRSN) saw Point State Capital increase its stake by over 150% per a 13G filing with the SEC last week. Point State now owns over 4.6 million shares, or about 3% of Verisign’s outstanding shares. This is a slight pivot from the third quarter when Point State sold off 33% of its Verisign shares. Sean Cullinan founded Point State in 2010 with six former Duquesne Capital more »

  • Which of the Top Internet Search Companies Should You Buy?

    By Brian Nichols - December 10, 2012 | Tickers: BIDU, GOOG, YNDX

    In the final three days of last week, Russian search company Yandex (NASDAQ: YNDX) rallied 10.5% as the company continues to grow its search share and post strong growth. The internet search market globally has massive potential, leaving much upside in advertising for the major players. And although Google (NASDAQ: GOOG) and Baidu (NASDAQ: BIDU) get all the headlines, Yandex might be the best play.

    For all developed regions more »

  • 3 Biggest Positions in Chase Coleman's Portfolio

    By Anh HOANG - November 26, 2012 | Tickers: AAPL, BIDU, GOOG, GRPN, YNDX

    Chase Coleman, a young and successful hedge fund manager, has been quite successful in technology/start-up investing. He founded Tiger Global Management, with the seed money from Julian Robertson. He has a strong track record of investing in internet and technology companies before they go public. Since its establishment in 2001, it has managed to delivered annualized return of more than 21% and now it has more than $7 billion more »

  • Social Media is a “Super-Cycle” Built for Two – or Two Billion (part 5)

    By Nick Slepko - November 16, 2012 | Tickers: FB, QQQC, SOCL, MAIL, NTES, YNDX

    This week Global X Funds celebrates the one year anniversary of their Global X Social Media Index ETF (NASDAQ: SOCL).  CEO Bruno del Ama discusses the reasoning behind the fund and considers trends and projections based on previous revolutions in global business.

    [continued from part 4]

    Del Ama:  When you think about Google, they created a whole new category of advertising.  I don’t know all the ways by which more »

  • Is This Company ‘Disruptive’ Enough to Make You Money?

    By Meena Krishnamsetty - November 13, 2012 | Tickers: AKAM, EQIX, RHT, VRSN, YNDX

    At the 2012 Invest for Kids conference, Lone Pine Capital's Steven Mandel gave an investment pitch on one of his new favorite stocks, Verisign (NASDAQ: VRSN). Mandel's Verisign pitch is centered around his investing outlook: "technological change makes winners and losers, and the Internet is the most disruptive force in the space."

    This thesis is exhibited by Lone Pine's three largest 2Q 13F holdings - Apple, Google and more »

  • Multi Billion Dollar Hedge Fund’s Top Tech Picks

    By Meena Krishnamsetty - October 22, 2012 | Tickers: AAPL, GOOG, MSFT, YHOO, YNDX

    Apple is the top stock choice among the world’s richest hedge fund managers. As discussed in our feature with the Wall Street Journal’s MarketWatch, over 40% of the funds we track choose to hold the stock in their portfolios, and in many instances it is the top holding. We’re going to take a longer look at one of those Apple bulls.

    John Griffin, manager of Blue Ridge more »

  • Page 1 of 3