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Tech Strategist: Twitter Is The Main Beneficiary Of Facebook's Privacy Scandal
Friday, April 6, 2018 - 8:00am | 787Snap Inc (NYSE: SNAP) and Twitter Inc (NYSE: TWTR) started 2018 with roughly the same valuation, but vastly different sentiments. Both companies started 2018 at around $18 billion in market cap, but a lot has occurred in the social media realm since then. First there was the infamous Kylie Jenner...
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Q4 13F Roundup: How Buffett, Einhorn, Loeb, And Others Adjusted Their Portfolio
Thursday, February 15, 2018 - 2:43pm | 1533The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...
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Greenlight's Q4 Letter Reveals Another Tough Quarter For David Einhorn
Tuesday, January 16, 2018 - 3:19pm | 735It's been a tough couple of years for value investors, and Greenlight Capital's David Einhorn has a lot of explaining to do to his investors in his Q4 letter, which was sent out Tuesday. In a year in which the S&P 500 gained 20 percent, Greenlight Capital generated just a 1.6 percent...
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Q3 13F Roundup: How Buffett, Einhorn, Paulson, And Others Adjusted Their Portfolio
Wednesday, November 15, 2017 - 1:14pm | 1401The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...
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Einhorn's Positions In HPE, Micron, Tempur Sealy Create Curious Volatility
Tuesday, October 24, 2017 - 1:07pm | 636Last quarter, Greenlight Capital exited its short on Best Buy Co Inc (NYSE: BBY) with a loss and liquidated its PVH Corp (NYSE: PVH) holdings with a gain, according to a Tuesday investor letter from managing partner David Einhorn. The letter also referenced new stakes in Tempur Sealy International...
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GM Finally Makes New High
Friday, September 22, 2017 - 1:26pm | 399General Motors Company (NYSE: GM) made a new intraday high for the first time since December 2013, trading up to $39.54 Friday. With rival Tesla Inc (NASDAQ: TSLA) grabbing most of the auto headlines in 2017, GM stock has quietly outperformed Tesla by a wide margin over the past three months. Since...
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Highlights From Q2's 13-F Season
Tuesday, August 15, 2017 - 3:35pm | 1154The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter....
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Investors Bailing On Hedge Funds
Sunday, July 23, 2017 - 5:43pm | 497With the S&P 500 up another 9.8 percent in 2017, investors are growing increasingly impatient with underperforming hedge fund managers. Active money managers have struggled to keep pace with the market for years now, but even some of the most recognizable money managers on Wall Street are now...
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Ford, GM Rally Stalling At Top Of Recent Trading Ranges
Monday, July 10, 2017 - 11:41am | 1304Shares of traditional automakers Ford Motor Company (NYSE: F) and General Motors Company (NYSE: GM) have had a lackluster run thus far into the year. For that matter, their performance in 2016 wasn't anything to boast about. Lackadaisical 2016 Compared to a mere 2.44-percent gain by GM in...
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Pivotal Checkpoint: The Bull And Bear Sentiment Around Tesla
Friday, July 7, 2017 - 11:28am | 690With Tesla Inc (NASDAQ: TSLA) set to roll out its first ever Model 3 on Friday, Tesla bulls and bears are digging in their heels and bracing for would should prove to be a pivotal stretch for the auto maker. For anyone who hasn’t taken a side in the hotly-contested debate, here’s a...
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Greenlight's Controversial Dual-Class Stock Split Proposal Defeated At GM's Shareholder Meeting
Tuesday, June 6, 2017 - 11:38am | 405David Einhorn needs a new vision for General Motors Company (NYSE: GM). The Greenlight Capital founder suffered defeat at Tuesday’s annual meeting as shareholders rejected his Board nominees and proposal to establish two stock classes. Heeding the advice of advisory firms Institutional...
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Ira Sohn 2017 Conference: Everything You Need To Know
Tuesday, May 9, 2017 - 2:48pm | 809Some of the largest and most successful investors in the world presented their best ideas this week at the Ira Sohn Conference in New York. In case you missed it, here’s some of the highlights from Benzinga Pro’s coverage of the event: Rundown Of Pro's Sohn Coverage Totem...
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A Look At David Einhorn's Recent Short Calls
Tuesday, May 9, 2017 - 1:08pm | 625Greenlight Capital’s David Einhorn is at it again. The firm’s founder and managing partner is known for his short calls, and he added Core Laboratories N.V. (NYSE: CLB) to the ever-lengthening list. "Core's earnings will disappoint over the next few years," Einhorn said...
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One Year Later: A Look At The 2016 Ira Sohn Conference Picks
Monday, May 8, 2017 - 9:57am | 619The Sohn's Investment Conference brings together some of Wall Street's most notable hedge fund titans in support of a good cause. The event has raised more than $75 million globally over 20 years to fight pediatric cancer and other childhood diseases. As part of the event, hedge fund titans...
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Value Or Value Trap? A Closer Look At 4 Cheap Stocks
Sunday, May 7, 2017 - 2:11pm | 757For value investors like Warren Buffett, Benjamin Graham and Peter Lynch, it doesn’t get much better than a low PE ratio and a high-yielding dividend. Unfortunately, not every stock that gets cheap becomes a value for investors. Frontier Communications Corp (NASDAQ: FTR), Mattel, Inc. (NASDAQ...