Posted on May 7th, 2018 by daniel
A simple strategy designed to identify and profit from the most promising small cap stocks held by activist managers would have averaged 26.3% annually since 2009. That’s a compounded return of over 690% through April of 2018.
Posted on April 9th, 2018 by daniel
Shares of Autodesk, Inc. (ADSK) have rebounded sharply since its near 20 percent decline from November 28 through December 26. Hedge funds and institutions were busy acquiring the stock during that steep sell-off. The purchases in the fourth quarter have paid off in a big way with shares of Autodesk jumping by nearly 20 percent …
Posted on March 26th, 2018 by daniel
MuleSoft Inc. (MULE) isn’t a name we all come across often, but the week-ended March 23 saw Salesforce.com Inc. (CRM) announce it would acquire the software company for nearly $6.5 billion, a huge buyout for a company that had a market value of approximately $4 billion on March 1. But some investors were loading up …
Posted on March 20th, 2018 by daniel
Cognizant Technology Solutions Corp, (CTSH) shares have surged by nearly 42.5 percent over the past 52-weeks, and by over 18 percent in 2018. According to 13F filings on WhaleWisdom, investors were adding shares of the stock to their portfolio during the fourth quarter, while also being added to the WhaleWisdom WhaleIndex 100 on February 15. […]
Posted on March 12th, 2018 by daniel
Stephen Mandel’s Lone Pine Capital was active during the fourth quarter bulking up on two stocks with substantial growth opportunities in e-commerce and software as a service (SAAS). The Greenwich CT based hedge fund added Amazon.com Inc. (AMZN) to its portfolio during the fourth quarter while nearly doubling the size of its position in Adobe […]