Page 11 – ValueWalk Premium

Dan Loeb's Third Point Sells PRQ Equity and Debt

  We have just obtained Daniel Loeb's Third Point LLC second quarterly letter. Loeb has approximately $8.7 billion under management. In the letter, Loeb discusses Europe and various equity and credit positions the hedge fund holds. Loeb does not mention his fourth largest position, Chesapeake Energy anywhere in the letter. Below...

Microsoft Unveils Surface, The Company's New Tablet

The media and entire tech world was waiting today for a big announcement by Microsoft Corporation (NASDAQ:MSFT). Intial rumors last week speculated that Microsoft might be launching a new tablet to compete with Apple Inc. (NASDAQ:AAPL)'s popular iPad. Although Microsoft dominates the PC industry, it has little presence in the rapidly...

NASDAQ to Settle with Investors Tomorrow over Facebook IPO

FOX Business Network (FBN) Senior Correspondent Charlie Gasparino is reporting that NASDAQ OMX Group, Inc. (NASDAQ:NDAQ) is going to announce a settlement with investors who lost money on the Facebook Inc (NASDAQ:FB) IPO tomorrow. Sources tell Gasparino “they are going to pay more than the $13 million” and “maybe as high...

US Treasuries are the New 'Japanese Widow Maker'

The treasury market has been back and forth all year long so far.  First, we saw that huge rally that recently ended but it gave investors the belief that domestic policies were solid and Europe was stable.  As the months rolled by, we began to notice that domestically, conditions...

Facebook's Valuation Compared to Eight Tech Giants

  Byron Capital Markets is out with a good need dose of reality and humor on the Facebook Inc (NASDAQ:FB) IPO. The firm compares the valuation of Facebook to eight other tech giants and shows how absurd the numbers for Facebook are. They challenge readers to use any numbers in...

Einhorn, Ackman, Mandel: Best Ideas at Ira Sohn [UPDATED]

  Tomorrow, Wednesday May 16th from 12PM-6PM EST we will be providing live coverage of the Ira Sohn Conference. The goal of the conference is to raise money for  pediatric cancer research. Each speaker at the conference pitches their favorite investment (usually equity) idea. Here is the all-star lineup of some...

Seth Klarman's Baupost Group: Market Rally Could End with Tears

  Baupost Group LLC is a $24 billion hedge fund run by famous value investor Seth Klarman. The hedge fund which likes to maintain tight secrecy, has come in the public eye over a lawsuit filed against Bank of America, and for their investment in a Mega-quarry in Ontario. Sources familiar...

Facebook IPO Is A Buy If You Want To Pay An Exorbitant Price

We heard yesterday that the first sell-side report came out on Facebook. This is unusual as most firms do not issue reports before the IPO. Unsurprisingly, the report, which came from Wedbush Research, had a buy on the stock. Reports on the company's IPO have also come from Sterne Agee,...

Berkshire Hathaway, Markel, and VIC Coverage (Updated)

We have provided extensive coverage of the Berkshire Hathaway Inc. (BRK.A) (BRK.B) annual meeting with extensive coverage on Warren Buffett, Charlie Munger, and more. We also posted notes from some speakers at Robert Miles Conference. More will be posted today and tomorrow. Additionally we posted notes from Tom Gayner's Markel conference. Finally, we...

Third Point: CEO of Yahoo Falsified Undergrad Degree

We just obtained Third Point's letter to Yahoo! Inc. (NASDAQ:YHOO) Board of Directors. This letter  just crossed the wire and will be up on the ValueYahoo.com website shortly. The letter attacks the qualifications of the CEO, Scott Thompson, and alleges that Thompson has falsified his college records. Yahoo! Inc. 701 First Avenue Sunnyvale, CA 94089 Dear Board...

Whitney Tilson Explains BKS Reversal; T2 up 26% YTD

From Whitney Tilson of T2 Parters: Our fund rose 1.5% in April vs. -0.6% for the S&P 500, +0.2% for the Dow and -1.4% for the Nasdaq. Year to date, our fund is up 25.8% vs. 11.9% for the S&P 500, 9.0% for the Dow and 17.2% for the Nasdaq.   On the long...

Dan Loeb's Third Point is up 6.4% YTD; Buys Apple Again

  Daniel Loeb’s Third Point Avenue, flaghship hedge fund, was down 0.1% in March. The year to date return is 6.4%. The hedge fund currently has $4.7 billion in AUM. The total assets of the firm is currently, $9.0 billion. Loeb’s exposure barely changed from last month. The hedge fund is 69%...

Armoured Wolf: Upward Pressure on Commodities is Real

Armored Wolf, LLC was formed by John Brynjolfsson in 2008. The firm is based in Orange County, California. Armored Wolf, LLC was formed by John Brynjolfsson in 2008. The firm is based in Orange County, California. Prior to forming Armored Wolf, Mr. Brynjolfsson spent 19 years at PIMCO where he...

Housing Market Data Beginning To Show Signs of Life

After the biggest (in lost value) and longest (in years) housing downturn in history, U.S. property markets are finally beginning to show signs of consistent recovery. When the subprime mortgage market completely collapsed in 2008, the most significant immediate impact was felt in the credit markets.  Most casual investors are...

Warning: Investment Banking Could be Physically Dangerous

Investment banking is not a field one thinks of as "dangerous." When the word danger comes to mind people tend to think of professions in coal mines, Nuclear Reactors, Navy seals etc. However sitting in the office of Goldman Sachs and working on an IPO does not usually come...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The top investors are reading ValuewalkPremium.

Click here to learn why

0