Samantha Nielson

Staples began discussions to acquire Office Depot in September 2014. Staples will acquire all outstanding Office Depot shares in the $6.3 billion deal.

Renaissance Technologies eliminated a position in online retailer Amazon.com Inc. (AMZN) that accounted for 0.34% of the fund’s 3Q portfolio.

Glenview Capital Management added a new position in Danaher Corp. (DHR) in the third quarter. The position accounted for 1.99% of the fund’s total portfolio.

AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.

Endo Health Solutions is a 1.26% position initiated by Lone Pine Capital in the 2013 last quarter.

  In this six-part series, we will go through some of the main positions Eton Park Capital traded this past quarter Eton Park Capital Management is a multi-strategy hedge fund founded in November 2004 by former Goldman Sachs partner Eric Mindich. The firm started new positions in Family Dollar Stores (FDO) , Constellation Brands (STZ), […]

Appaloosa Management enhanced its position in American Airlines Group Inc. (AAL) last quarter that now accounts for 3.48% of Appaloosa’s total 1Q portfolio.

Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).

JANA Partners sold a significant stake in Equinix (EQIX) during the fourth quarter. The position accounted for 3.38% of the fund’s third-quarter portfolio.

Freeport-McMoRan is the world’s largest publicly traded copper producer. It posted revenue of $5.7 billion, down 7.6%, saying, results “reflect lower oil volumes and price realizations for copper, gold and oil.”

Chilton started a new position in aerospace engineering company TransDigm Group Inc. (TDG) that accounts for 0.76% of the fund’s fourth quarter portfolio.

Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.

The Ireland-based Covidien is engaged in the development, manufacture, and sale of healthcare products for use in clinical and home settings. Its fourth-quarter net sales increased 7% to $2.73 billion.

In August last year, Gannett Company (GCI) announced that it plans to create two publicly traded companies. It expects to split off its publishing business by the middle of this year.

JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.

Chimera’s core earnings grew to $116 million compared to $93 million in the year-ago period. Growth was mainly due to an increase in net interest income.

Pershing Square disclosed a new position in Platform Specialty Products (PAH) that accounts for 7.58% of Pershing Square’s 1Q14 portfolio.

In November, RCS Capital terminated a $700 million deal to acquire Cole Capital from ARCP.

Adage Capital added a new position in Mallinckrodt Plc (MNK) in the third quarter of 2014. The position accounted for 0.82% of the fund’s total portfolio.

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.

Greenlight disclosed a new position in Lam Research Corporation, which accounts for 1.01% of the fund’s 1Q 2014 portfolio.

ValueAct Capital initiated a new position in Symantec Corp. (SYMC) that accounts for 1.14% of the fund’s first quarter portfolio.

Last week, Pershing Square exited its entire stake in General Growth Properties.

Disney’s media division has remained its largest source of revenue. For fiscal 2013, revenues from Media Networks increased 5%, to $20.4 billion.

Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

DE Shaw increased its position in specialty retailer Sears Holdings (SHLD) from 0.01% to 0.07% in 4Q 2013.

Pershing Square Capital Holdings added a new position in Zoetis Inc. (ZTS), which accounts for 1.52% of Pershing Square’s portfolio for the third quarter that ended in September 2014.

Priceline earns the majority of its revenues from the agency model, under which third parties such as hotel suppliers set the rates while Priceline earns a commission on the transaction.

SAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio.

In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy CONSOL Energy (CNX)?

SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.

The Baupost Group lowered its position in Syneron Medical (ELOS) during 4Q14. The position accounted for a minor 0.4% of the total portfolio in 4Q14.

Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.

Seth Klarman’s The Baupost Group added a 12.04% stake in Paratek Pharmaceuticals, Inc. (PRTK), according to a 13G filing in December.

Pershing Square increased its position in Air Products and Chemicals, Inc. from 21.31% in 3Q 2013 to 27.91% in 4Q 2013.

During 2012, Expedia introduced the Expedia Traveler Preference (ETP) program in the U.S. that offers travelers the choice to either pay Expedia at the time of booking or pay the hotel at the time of stay.

Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over time

Facebook invests in advertising to attract more marketers to work with the company, to create more value for its marketers, and to enhance marketers’ advertising relevance.

Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.

JANA Partners added a stake in Rackspace Hosting Inc. (RAX). The position accounted for 1.18% of the fund’s total third-quarter portfolio.

Apple’s business strategy leverages its unique ability to design and develop its own operating systems, hardware, application software, and services to provide its customers new products.

In this six-part series, we will go through each one of the larger positions DE Shaw traded this past quarter DE Shaw is a New York–based $30 billion-plus quantitative hedge fund founded in 1988 by David E. Shaw, a former Columbia faculty member. The firm’s primary trading method is systematic and computer-driven. DE Shaw has […]

Yahoo’s trailing P/E is almost in line with its peers but it’s below Google (GOOG), Facebook (FB), and Chinese Internet giant Baidu (BIDU).

Maverick Capital is a $9 billion long-short equity hedge-fund firm, founded in 1990 by Lee S. Ainslie and Sam Wyly. In 2005, Maverick launched a long-only fund and two market-neutral funds with longer than usual investment lockups. The firm is headquartered in Dallas and has an additional office in New York. The fund bought new […]

eBay’s profit margins, operating margins, and gross margins are higher than its peers.

Mobile use has been critical to Facebook’s user growth and engagement over the long term, and accordingly, it’s prioritizing mobile product development.

Lone Pine initiated a new position in Equinix (EQIX) last quarter that accounts for 1.81% of the fund’s total 1Q portfolio. Lone Pine had exited the position in 4Q 2013 and restarted it last quarter.

In September 2014, MSCI approved a quarterly dividend and raised its share repurchase authorization to $850 million from $300 million.

Omega Advisors opened a new 1.36% position in Intercontinentalexchange (ICE), a leading operator of global markets and clearing houses, in the fourth quarter.

Officially launched in 2005, Expedia’s trivago is a known travel brand in Europe and continues to operate independently, and grow revenue via global expansion.