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A Look at Steven Mandel's Lone Pine Capital
Friday, August 24, 2012 - 2:41pm | 1162Read More...Lone Pine Capital is one of the largest equity-focused hedge funds in the United States and is based in Greenwich, Connecticut. The firm also has offices in London, Hong Kong, and New York. Lone Pine was founded by billionaire Stephen Mandel in 1997 and currently manages around $16.5 billion. Prior...
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Societe Generale Upgrades Qualcomm to Hold; What Chip Companies Could Benefit?
Monday, July 16, 2012 - 3:29pm | 536Read More...Analysts at Societe Generale upgraded shares of Qualcomm (NASDAQ: QCOM) from Sell to Hold on Monday morning with a $57 price target. During the trading session, QCOM shares have fallen around 1% as technology stocks are once again lagging in the broader market. The analyst wrote that "visibility...
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Buffett, Einhorn and Loeb Have Faith in Their Largest Holdings (KO, AAPL, YHOO)
Tuesday, June 26, 2012 - 10:28am | 507Read More...Daniel Loeb is committed to Yahoo! (NASDAQ: YHOO). David Einhorn believes in Apple (NASDAQ: AAPL). And Warren Buffett stands by Coca-Cola (NYSE: KO). Each of these super investors has faith in his largest holding and is willing to put that faith into action as well as words. Coca-Cola is the...
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Why Einhorn Is Wrong About Apple
Wednesday, May 30, 2012 - 12:16pm | 526Read More...Earlier today, Benzinga covered David Einhorn's Greenlight Capital quarterly investor letter. In the letter, Greenlight defends Apple (NASDAQ: AAPL) against a variety of bearish theses. Specifically, Greenlight highlights four common rebuttals that analysts and commentators have put out on the...
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Ira Sohn Investment Conference Market Movers for Thursday
Thursday, May 17, 2012 - 12:45pm | 1088Read More...The annual Ira Sohn Investment Conference was held in New York on Wednesday. At the event, which supports the treatment and cure of pediatric cancer, many of the world's most successful hedge fund managers and other noteworthy investors pitch stock ideas to their colleagues. The investment ideas...
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HerbaLife Rises Close to 17% in Regular Trading Hours
Wednesday, May 16, 2012 - 4:08pm | 154Read More...Hedge fund manager David Einhorn did not mention HerbaLife (NYSE: HLF) in his presentation today at the Ira Sohn Conference. Shares of HerbaLife spiked more than 5% on this news during regular trading hours. Shares then traded as much as an additional 4% higher during after-hours trading. Before...
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David Einhorn Strikes Down Herbalife - For Now
Thursday, May 3, 2012 - 1:43pm | 1051Read More...Questions posed on an earnings conference call with Herbalife's (NYSE: HLF) management by famous value investor and noted short-seller David Einhorn have spooked HLF shareholders in a major way. The stock is in free-fall for a third straight day on Thursday, and the one-time high-flier is now down...
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Apple: Hedge Fund Ownership Makes It the King Kong of Crowded Trades
Friday, February 24, 2012 - 5:59pm | 1041Read More...When examining the investment merits of Apple (NASDAQ: AAPL), it is not hard to see why the company has become THE darling of Wall Street. Everyone is making money in this name. Furthermore, it looks like this story is far from over. Everything continues to line up for the stock and it looks like...
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Dell Falls 6% After Q4 Earnings
Wednesday, February 22, 2012 - 4:29pm | 309Read More...Dell Inc. (NASDAQ: DELL) Released its Q4 earnings results on Tuesday after the closing bell. The company reported net income for the quarter of $764 million or $0.43 per share, versus $927 million or $0.48 per share, in the year ago period. On a non-GAAP basis, which is comparable to analysts'...
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Benzinga Exclusive: David Einhorn Comments On Apple TV, Gold, and Japan
Friday, February 10, 2012 - 4:41pm | 529Read More...Top value-oriented hedge fund manager David Einhorn is speaking today at the Columbia business school. This afternoon, Einhorn, whose comments frequently move the markets, spoke about the prospects for Apple TV, gold and Japan in addition to commenting on a number of other stocks in which he holds...
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David Einhorn Comments on Apple, Still Short Green Mountain
Friday, February 10, 2012 - 4:30pm | 359Read More...On Friday, David Einhorn of Greenlight Capital spoke at Columbia Business School. Benzinga was first to break the story. Einhorn made several noteworthy comments: Einhorn was positive on Apple (NASDAQ: AAPL) as a business. He said that, in general, the TV business is one of very low margins, but...
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Chips Near Session Highs: Marvell Technology, Intel in Spotlight
Tuesday, November 15, 2011 - 3:47pm | 116Read More...Semiconductor stocks are leading the way higher, as two big investors disclosed positions in Marvell and Intel. Marvell Technology Group Ltd. (NASDAQ: MRVL) shares are near session highs, as the chip company was in the news yesterday. Renowned hedge fund investor David Einhorn of Greenlight...
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David Einhorn Cleaning Up on Short Green Mountain Position
Thursday, November 10, 2011 - 1:47pm | 650Read More...At the Value Investing Congress this past October, hedge fund manager David Einhorn revealed that he had established a short position in shares of Green Mountain Coffee Roasters (NASDAQ: GMCR). The Greenlight Capital founder said that the company has a "litany of accounting questions" and that its...
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Is Einhorn Squeezing His Short To the Last Drop?
Thursday, November 10, 2011 - 1:01pm | 729Read More...Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) shares are plunging this morning, after the company missed earnings estimates last night. The company has been in the news recently, with Greenlight Capital's David Einhorn saying at the Value Investing Congress that he was short the stock for a...
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David Einhorn's Letter Perfumed With Success
Tuesday, November 8, 2011 - 12:09pm | 382Read More...I have never been a hedge fund manager, but I would imagine that those end-of-quarter letters can be a genuine joy to write, or an absolute chore, depending on how said quarter went. One has to imagine that, when David Einhorn sat down to rattle through his latest letter, he did so with a smile on...


