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Coatue Management disclosed a new stake in Equinix

Coatue Management released a new Schedule 13G today disclosing ownership of 3,127,341 shares of Equinix (EQIX).  The transaction date occurred on…

Increased investment in Mueller Water Products from Mount Kellett Capital

Mount Kellett Capital just disclosed an increased ownership position in Mueller Water Products (MWA). They now have a 5.2% stake…

A look at the 13F Heat Map’s #4 pick RHT

Our #4 ranked stock after Q4 2011 is RedHat, Inc.   RedHat, Inc is a leading provider of open source software…

A brief look at the 13F Heat Map’s #1 Pick LMCA

Liberty Media was the #1 pick for this quarter's heat map.  To find out why it placed so high, let's…

Joho Capital recent buying activity in 21Vianet Group (VNET)

Robert Karr's Joho Capital released a new 13G disclosing ownership in 1,617,106 shares of VNET. That's up from 363,775 shares…