Kosmos Energy Ltd

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  • uploads///KOS
    Energy & Utilities

    Kosmos Energy: Why Analysts Are Bullish on This Non-Permian Stock

    Kosmos Energy (KOS) is in sixth place in terms of analysts’ ratings among upstream companies.

    By Kurt Gallon
  • uploads///crude oil mine _
    Energy & Utilities

    Analysts Still Bullish on Permian-Based Upstream Stocks

    In this series, we’ll look at the top seven upstream companies that Wall Street analysts like the most.

    By Kurt Gallon
  • uploads///Loser
    Basic Materials

    Last Week’s Strongest Exploration and Production Stocks

    Black Stone Minerals (BSM), a mineral interest owner structured as an MLP, was the strongest E&P (exploration and production) stock last week, rising 11.1%.

    By Kurt Gallon
  • uploads///Energy MWU_ Analysts
    Energy & Utilities

    Analyzing Wall Street’s Targets for GPOR, KOS, IO, and BAS

    To conclude our series on the biggest movers in the upstream and oilfield service sectors, we’ll now look at Wall Street’s recommendations for this week’s strongest and weakest stocks.

    By Nicholas Chapman
  • uploads///Energy MWU_ UPSTREAM Losers
    Energy & Utilities

    Weakest Upstream Stocks This Week: KOS, OAS, MRO, WLL, and MUR

    This week, Kosmos Energy (KOS) has fallen ~6.9% from $8.45 to $7.87. On June 26, KOS closed the day with a loss of ~2.6%.

    By Nicholas Chapman
  • uploads///FCF OCF Normalized  F
    Company & Industry Overviews

    Analyzing Institutional Investor Activity in These Upstream Stocks

    In 4Q17, 99 funds bought Kosmos Energy (KOS) stock, and 52 funds sold the stock.

    By Nicholas Chapman
  • uploads///Image
    Company & Industry Overviews

    Upstream Energy’s Top 7 Free Cash Flow Stocks in 2017

    Free cash flow (or FCF) is an important metric for the crude oil (USO) and natural gas (UNG) production sector.

    By Nicholas Chapman
  • uploads///P
    Energy & Utilities

    US Crude Oil above $65: Which Oil-Weighted Stocks Are Gaining?

    Between January 17 and January 24, 2018, oil-weighted stocks rose 2.4%. Over this period, US crude oil March futures rose 2.6%.

    By Rabindra Samanta
  • uploads///oil price and inventory
    Miscellaneous

    Crude Oil Futures Continued to Rally, Wall Street Fell

    February WTI crude oil futures contracts also rose 1% to $63.57 per barrel on January 10, 2018. It’s the highest settlement since December 2014.

    By Gordon Kristopher
  • uploads///p
    Energy & Utilities

    Are Oil-Weighted Stocks Underperforming Oil?

    On December 6–13, 2017, our list of oil-weighted stocks fell 1.6%, while US crude oil prices rose 1.1%. US crude oil outperformed these oil-weighted stocks.

    By Rabindra Samanta
  • uploads///Best YTD Analysts
    Energy & Utilities

    Analyzing Wall Street Targets for the Best-Performing Upstream Stocks

    Currently, ~69.0% of Wall Street analysts tracking Kosmos Energy (KOS) rate it as a “strong buy” or “buy.”

    By Nicholas Chapman
  • uploads///KOS YTD Price
    Energy & Utilities

    The Fourth-Best-Performing Upstream Stock Year-to-Date

    In 9M17, KOS’s production increased ~107.0% to ~7.8 million barrels when compared with 9M16.

    By Nicholas Chapman
  • uploads///WTI Q Post Price
    Energy & Utilities

    Will W&T Offshore’s Stock Rally Resume?

    So far in 2H17, W&T Offshore (WTI) stock price rose from $1.96 at the end of June 2017 to $3.15 as of November 16 – a very strong rise of ~61%.

    By Nicholas Chapman
  • uploads///KOS Q EPS
    Company & Industry Overviews

    Kosmos Energy’s Losses Rose by More Than 193% in 1Q17

    Kosmos Energy (KOS) announced its 1Q17 earnings before the market opened on May 8, 2017. KOS reported a worse-than-expected loss of ~$43 million in 1Q17.

    By Nicholas Chapman
  • uploads///Energy MWU_ UPSTREAM Losers
    Company & Industry Overviews

    Upstream Losers: JONE, TELL, KOS, LPI, and ERF

    In the week starting October 2, 2017, Jones Energy (JONE) has fallen ~9.0%, from $1.92 to $1.74. It has fallen every day so far this week.

    By Nicholas Chapman
  • uploads///WTI Q Price
    Energy & Utilities

    Why W&T Offshore Stock Is Outperforming the Upstream Sector

    So far in September 2017, W&T Offshore (WTI) stock has risen from $1.91 at the end of August to $2.57 as of September 19, 2017, a ~35.0% rise.

    By Nicholas Chapman
  • uploads///Saudi Arabia
    Energy & Utilities

    Will Saudi Arabia’s Production and Exports Support Crude Oil Futures?

    The EIA (U.S. Energy Information Administration) estimates that Saudi Arabia’s crude oil production rose by 50,000 bpd (barrels per day) to 10.20 MMbpd (million barrels per day) in July 2017 compared to the previous month.

    By Gordon Kristopher
  • uploads///DVN Q Pre Short Interest
    Earnings Report

    Analyzing Short Interest in Devon Energy Stock

    As of June 30, 2017, Devon Energy’s (DVN) total shares shorted (or short interest) stood at ~10.4 million, whereas its average daily volume was ~5.9 million.

    By Nicholas Chapman
  • uploads///CIE WU_ Analysts
    Miscellaneous

    Cobalt International Energy: Analyzing Wall Street Ratings

    As of May 26, 2017, Cobalt International Energy (CIE) has one “strong buy,” two “buy,” four “hold,” and one “strong sell” recommendation.

    By Nicholas Chapman
  • uploads///CIE WU_ Short Interest
    Company & Industry Overviews

    Cobalt International Energy Stock: Analyzing Short Interest

    As of May 15, 2017, the short interest ratio in Cobalt International Energy’s (CIE) stock is ~9.1x.

    By Nicholas Chapman
  • uploads///KOS Q Short Interest
    Company & Industry Overviews

    Short Interest in Kosmos Energy Stock Is on the Rise

    On May 15, 2017, Kosmos Energy’s (KOS) total shares shorted (or short interest) stood at ~32.4 million, and its average daily volume was ~14.3 million.

    By Nicholas Chapman
  • uploads///KOS Q Production
    Company & Industry Overviews

    What Factors Impacted Kosmos’s 1Q17 Crude Oil Sales Volumes?

    In 1Q17, Kosmos Energy (KOS) reported total crude oil (USO) sales volumes of 2.0 MMBbls (million barrels), ~4% higher compared to its 1Q16 crude oil sales volumes of 1.9 MMBbls.

    By Nicholas Chapman
  • uploads///KOS Q Price Performance
    Miscellaneous

    Kosmos Has Outperformed Oil and Its Peers since Its 1Q17 Results

    Kosmos Energy released its 1Q17 earnings before the market opened on May 8, 2017. Since its earnings release, KOS stock has been on a strong upward trend, rising from $5.95 to $6.65.

    By Nicholas Chapman
  • uploads///consumption
    Macroeconomic Analysis

    US Natural Gas Consumption Fell: Is It Bearish for Prices?

    PointLogic reported that US natural gas consumption fell 10% from March 16–22, 2017. Consumption fell 5.5% from the same period in 2016.

    By Gordon Kristopher
  • uploads///consumption
    Macroeconomic Analysis

    Will Trump Impact US Natural Gas Consumption?

    US natural gas consumption rose 13.5% between January 25, 2017, and February 1, 2017. The rise in consumption is bullish for natural gas prices.

    By Gordon Kristopher
  • uploads///image
    Miscellaneous

    Oil’s Flip-Flop: Which Oil-Weighted Stocks to Track?

    Oil prices fell because of growing concerns about rising US crude oil production. The US oil rig count rose by 15 to 566 for the week ending on January 27.

    By Rabindra Samanta
  • uploads///consumption
    Macroeconomic Analysis

    How Does US Natural Gas Consumption Impact Prices?

    The EIA estimates that US natural gas consumption could average 75.4 Bcf per day in 2017 and 76.9 Bcf per day in 2018.

    By Gordon Kristopher
  • uploads///image
    Macroeconomic Analysis

    US Natural Gas Consumption: Bullish or Bearish for Prices?

    The EIA estimated that monthly US natural gas consumption rose by 19 Bcf per day to 91 Bcf per day in December 2016—compared to the previous month.

    By Gordon Kristopher
  • uploads///oil weighted stock performance
    Miscellaneous

    Have Energy Stocks Outperformed Crude Oil in 2016?

    On February 11, US crude oil touched a 12-year low. From February 11 to December 12, the active futures contracts rose 101.6% on a closing price basis.

    By Rabindra Samanta
  • uploads///compared with oil
    Miscellaneous

    Are Oil-Weighted Stocks Outperforming Crude Oil after OPEC Deal?

    From November 28 to December 5, 2016, an equally weighted basket of oil stocks rose 15.8% compared to a 10.0% rise in WTI crude oil futures contracts for January.

    By Rabindra Samanta
  • uploads///crude oil performance
    Miscellaneous

    Have Oil-Weighted Stocks Outperformed Crude Oil?

    On February 11, US crude oil touched a 12-year low. From February 11–November 21, US crude oil active futures contracts rose 65.3% on a closing price basis.

    By Rabindra Samanta
  • uploads///returns of oil weighted stocks
    Miscellaneous

    Will Energy Stocks Outperform Crude Oil?

    In last five days, energy stocks outperformed crude oil. The rise in energy stocks against a 3.5% fall in oil prices coincides with Trump’s energy policy.

    By Rabindra Samanta
  • uploads///crudeoil return
    Miscellaneous

    Crude Oil’s Bumpy Ride: How Are Oil-Weighted Stocks Performing?

    Crude oil–weighted stocks outperformed crude oil in the last five trading sessions, but underperformed it since oil’s 2016 low in February.

    By Rabindra Samanta
  • uploads///NG consumption
    Energy & Utilities

    US Natural Gas Consumption Rose for the 7th Time in 8 Weeks

    Market intelligence company PointLogic reported that US natural gas consumption rose by 4.4% between July 21–July 27, 2016. Gas consumption rose for the seventh time in the last eight weeks.

    By Gordon Kristopher
  • uploads///NG consumption
    Energy & Utilities

    US Natural Gas Consumption Rose for the Sixth Time in 7 Weeks

    PointLogic reported that US natural gas consumption rose by 2% from July 14–20. Natural gas consumption rose for the sixth time in the last seven weeks.

    By Gordon Kristopher
  • uploads///correlation of energy etf
    Energy & Utilities

    Which Energy ETF Tracks Crude Oil Closer?

    The SPDR S&P Oil & Gas Exploration & Production ETF (XOP) had the highest correlation of 84.4% with US crude oil between June 21 and July 21, 2016.

    By Rabindra Samanta
  • uploads///NG consumption
    Energy & Utilities

    US Natural Gas Consumption Rose in the Week Ended July 13

    Market intelligence company PointLogic reported that US natural gas consumption rose by 4.4% for the week ended July 13, 2016. compared with the previous week.

    By Gordon Kristopher
  • uploads///NG consumption
    Energy & Utilities

    Why US Natural Gas Consumption Fell for the First Time in 5 Weeks

    PointLogic reported that US natural gas consumption fell by 3.7% between June 30, 2016, and July 6, 2016. This was the first fall in the last five weeks.

    By Gordon Kristopher
  • uploads///Inventory Spread and Crude Oil Prices
    Energy & Utilities

    Oil Inventories: What Do They Indicate for Oil Prices?

    The relationship between crude oil inventories and crude oil prices is inverse. Crude oil prices bottomed out in early 2016. Inventories topped out as well.

    By Rabindra Samanta
  • uploads///NG consumption
    Macroeconomic Analysis

    Weekly US Natural Gas Consumption Is Higher for the Second Week

    PointLogic reported that US natural gas consumption rose marginally for the second straight week for the week ending June 15—compared to the previous week.

    By Gordon Kristopher
  • uploads///NG consumption
    Macroeconomic Analysis

    Why the Weekly Natural Gas Consumption Rose Marginally

    PointLogic reported that US natural gas consumption rose marginally by 0.2% for the week ending June 1, 2016—compared to the previous week.

    By Gordon Kristopher
  • uploads///Mays Magic on Crude Oil Inventory
    Miscellaneous

    Why Is May the Magic Month for Crude Oil Inventories?

    In 2012 and 2014, crude oil inventories fell in May. The five-year average from 2011 to 2015 also indicates that crude oil inventories typically fall in May.

    By Rabindra Samanta
  • uploads///Seasonality Effect of May Month on Crude Oil Inventories
    Miscellaneous

    Does Seasonality Impact the Crude Oil Inventory?

    US commercial crude oil (USO) (UWTI) inventories fell by 3.4 MMbbls (million barrels) compared to the previous week for the week ending May 6, 2016.

    By Rabindra Samanta
  • uploads///Energy ETFs Crude oil is the deciding factor
    Macroeconomic Analysis

    Crude Oil or Natural Gas: Which Drives Top Energy ETFs?

    Among the top energy ETFs that track oil and gas–related companies, XOP had the highest correlation of 64.4% with US crude oil.

    By Rabindra Samanta
  • uploads///Crude oil Inventories and Crude Oil Futures
    Miscellaneous

    What’s the Correlation between Crude Oil Inventories and Prices?

    US commercial crude oil inventories rose by 2.8 million barrels compared to the previous week.

    By Rabindra Samanta
  • uploads///oil weighted stock with crude oil
    Macroeconomic Analysis

    Oil-Weighted Stocks after Crude Oil’s 2016 High and Low

    On February 11, 2016, US crude oil (USL) touched a 12-year low. Between February 11, 2016, and May 9, 2016, US crude oil gained 65.7%.

    By Rabindra Samanta
  • uploads///Dollar Index Driving The Crude Rally
    Macroeconomic Analysis

    Why Is the US Dollar Index Limited in Driving Crude Oil Prices?

    From February 26, 2016, to April 22, 2016, the US Dollar Index has fallen around 3%. The last 30-day correlation with crude oil stood at -24% on April 22.

    By Rabindra Samanta
  • uploads///Correlation of SP  Index With Crude Oil Decoded
    Macroeconomic Analysis

    How Are Crude Oil Prices and the S&P 500 Correlated?

    Historically, crude oil prices and the S&P 500 index have influenced each other.

    By Rabindra Samanta
  • uploads///NG consumption
    Macroeconomic Analysis

    What’s the Long-Term Forecast for US Natural Gas Consumption?

    The EIA forecast that US natural gas consumption could average 76.2 Bcf per day in 2016. It could rise more to 77.4 Bcf per day in 2017.

    By Gordon Kristopher
  • uploads///Saudi and Iran crude output
    Miscellaneous

    How Saudi Arabia and Iran Are Adding to Energy Investors’ Woes

    At the Doha conference on April 17, 2016, Saudi Arabia reaffirmed that it won’t commit to a production freeze without Iran.

    By Rabindra Samanta
  • uploads///saudi production vs wti
    Miscellaneous

    Doha Meeting: Key Takeaway for Energy Investors

    The scheduled Doha meeting for OPEC and non-OPEC oil producers was on April 17. It didn’t achieve a common census among the participating countries.

    By Rabindra Samanta
  • uploads///Volatility and Price Movement of Crude Oil
    Macroeconomic Analysis

    How Volatile Have Crude Oil Price Movements Been?

    Generally, WTI volatility has been rising since June 20, 2014. US crude oil (USO) made a high of $107.26 on a closing basis before it started to decline.

    By Rabindra Samanta
  • uploads///Spread of   Year Constant Maturity
    Miscellaneous

    What Macroeconomic Indicators Are Suggesting for Crude Oil

    In the last five years, WTI (West Texas Intermediate) crude oil prices have a correlation 63.7% with the ten-year and two-year constant maturity T-notes spread.

    By Rabindra Samanta
  • uploads///Saudi Factor And US Crude Oil
    Miscellaneous

    Why Is Saudi Arabia Making Crude Oil Volatile?

    After Mohammad Bin Salman Al-Saud’s interview on April 1, investors turned bearish on crude oil. During the last two trading sessions, US crude oil lost about 6.8%.

    By Rabindra Samanta
  • uploads///WTI Crude Future Fell Below  DMA
    Macroeconomic Analysis

    No Iran, No Saudi Arabia in the Production Freeze: What It Means

    Saudi Arabia’s deputy crown prince indicated that a production freeze will only be possible if Iran participates in limiting its production to January 2016 levels.

    By Rabindra Samanta
  • uploads///NG consumption
    Macroeconomic Analysis

    US Natural Gas Consumption Could Rise over the Long Term

    In its March STEO report, the EIA forecast that the US natural gas consumption could average 76.7 Bcf per day in 2016 and 77.3 Bcf per day in 2017.

    By Gordon Kristopher
  • uploads///WTI Crude Future
    Macroeconomic Analysis

    Crude Oil Prices Fall Again: Is the Production Freeze Worthless?

    On March 24, 2016, WTI (West Texas Intermediate) crude oil prices fell for the second consecutive day to close at $39.46 per barrel, below the psychological level of $40.

    By Rabindra Samanta
  • uploads///Price Movement in the VFINX and the JNK
    Company & Industry Overviews

    How Did Junk Bond Yields Fare ahead of the FOMC Meeting?

    Junk bond yields fell 18 basis points week-over-week and ended at 8.38% on March 11, 2016.

    By Lynn Noah
  • uploads///A  Support For Crude Oil
    Miscellaneous

    Why Is $26 a Crucial Psychological Support Level for Crude Oil?

    WTI crude oil futures made lows of $26.55 and 26.21 as of January 20 and February 11, respectively, on a closing basis. After touching lows near $26, it rebounded.

    By Rabindra Samanta
  • uploads///ebaccefdeadadb
    Miscellaneous

    What Factors Are Impacting Crude Oil?

    The OPEC and non-OPEC deal and a weaker dollar helped crude oil prices rally in the last two weeks. However, crude may not be able to sustain its gains.

    By Rabindra Samanta
  • uploads///ecfededf
    Miscellaneous

    Fuel-Gauging the Middle East at the Dawn of 2016: A Story of Constraint

    Middle East nations like Saudi Arabia and Iran are sensing the need to diversify their economies. Yet Saudi Arabia hasn’t yet signaled oil production cuts.

    By Rabindra Samanta
  • uploads///afbecdaeddadafa
    Miscellaneous

    Saudi Arabia Plans to Stabilize and Diversify Its Economy

    Saudi Arabia hasn’t recently signaled any production cuts. This simply points toward Saudi Arabia’s plan to grab more market share, even at lower cost.

    By Rabindra Samanta
  • uploads///fccfebdebffdfd
    Miscellaneous

    Iran’s Strategic Plan to Regain Regional Leadership

    Iranian oil is likely to hit the market when the latter is already oversupplied. This can affect the stocks that operate with a high production mix in oil.

    By Rabindra Samanta
  • uploads///cffabceebddd
    Miscellaneous

    Assessing the Geopolitical Tensions Surrounding the Kingdom

    Saudi Arabia has led the Middle East as well as OPEC for more than a decade. But the kingdom is Sunni-dominated, and Shia influence has begun to grow.

    By Rabindra Samanta
  • uploads///Growth in Debt of Different Production Mix
    Macroeconomic Analysis

    Debt Fell for XOP Stocks with a Crude Oil Production Mix over 90%

    The debt of XOP upstream companies operating with a production mix of crude oil greater than 90% fell by an average of 1% on a YoY (year-over-year) basis in 3Q15.

    By Rabindra Samanta
  • uploads///Sales Performance of Different Production Mix
    Macroeconomic Analysis

    Sales Performance of XOP Companies by Production Mix

    The sales of XOP upstream companies operating with a production mix of crude oil greater than 90% fell by 9% on a YoY (year-over-year) basis in 3Q15.

    By Rabindra Samanta
  • uploads///Performance of Different Production Mix
    Macroeconomic Analysis

    Low Crude Oil Prices Hurt XOP Stocks with a High Production Mix

    Within the SPDR S&P Oil & Gas Exploration & Production ETF (XOP), the stocks operating with a production mix of crude oil greater than 90% have fallen by 14.6% this month, as of January 9.

    By Rabindra Samanta
  • uploads///bfcbcffbccbdfdaabda
    Miscellaneous

    How Could Differences and Alternative Energy Sources Impact OPEC?

    OPEC (Organization of the Petroleum Exporting Countries) has become the battleground for two different nations—Saudi Arabia and Iran.

    By Rabindra Samanta
  • uploads///Crude
    Miscellaneous

    Why the Momentum in Crude Oil May Be Short Lived

    February’s crude oil contract rose 4.6% in the seven days ended December 23. The major drivers of crude oil prices are falling crude oil inventories.

    By Rabindra Samanta
  • uploads///Sales and Gross Profit of Downstream Companies
    Macroeconomic Analysis

    The Sales performance and Gross Profit of Refiners

    In 3Q15, refiners Phillips 66, Valero Energy, Delek US, and Alon USA Energy posted contraction in sales of 7%, 5%, 4%, and 3%, respectively, on a YoY basis.

    By Rabindra Samanta
  • uploads///Downstream YTD Performance Chart
    Macroeconomic Analysis

    Downstream Companies Outperformed the Energy Sector

    The change in the price of downstreams is negatively correlated to that of upstreams. Downstreams draw revenue from refining and marketing petroleum products.

    By Rabindra Samanta
  • uploads///MARKET SHARE
    Miscellaneous

    OPEC’s Members Won’t Cut the Crude Oil Production

    Crude oil near $40 isn’t economically feasible for US shale oil producers to extract and sell it in the market. OPEC doesn’t want to reduce the production.

    By Rabindra Samanta
  • uploads///Weighted Production Mix Of XOP
    Macroeconomic Analysis

    Why XOP Is More Sensitive to Crude Oil than to Natural Gas

    The weighted production mixes of crude oil and natural gas in the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) are about 32% and 39%, respectively.

    By Rabindra Samanta
  • uploads///Capture
    Macroeconomic Analysis

    The US Dollar Index Slips to 1-Month Lows

    The US Dollar Index fell by nearly 1% as the basket of currencies that the US dollar is weighed against posted gains.

    By David Meyer
  • uploads///US dollar index  June
    Macroeconomic Analysis

    US Dollar Index and Iran’s Nuclear Accord: Key for Crude Oil

    The US dollar appreciated against the basket of currencies in the early trade on June 29, 2015. The Greece default crisis supported the US dollar.

    By Gordon Kristopher
  • uploads///US crude oil inventory  June
    Macroeconomic Analysis

    Crude Oil Prices Settle Almost 1 Month Lower ahead of the API Data

    Crude oil stocks are expected to fall by 2.075 MMbbls for the week ending June 26, 2015. Distillates stocks are expected rise by 1.65 MMbbls.

    By Gordon Kristopher
  • uploads///Crude oil inventory June
    Macroeconomic Analysis

    Will the API and EIA Stockpile Reports Mirror Each Other?

    Yesterday, the API reported that the crude oil stockpile fell by 3.2 MMbbls for the week ending June 19. It’s a precursor to Wednesday’s inventory report from the EIA.

    By Gordon Kristopher
  • uploads///Part_
    Fund Managers

    Does Performance in Oil Stocks Correlate with Hedging Activity?

    The US rig count fell by 40% compared to a year ago, but 9.6 million bpd were still pumped in the United States, the highest since 1970. Hedging by oil companies has helped.

    By Stuart McKenzie
  • uploads///crude oil inventory consensus Chart June
    Macroeconomic Analysis

    Crude Oil Inventory Report: API Data and Market Surveys Conflict

    The EIA will publish the weekly crude oil inventory report on Wednesday, June 3, 2015. Last week, the US commercial crude oil stockpile fell by 2.8 MMbbls.

    By Gordon Kristopher
  • Energy & Utilities

    Southwestern Energy’s earnings shine a light on important segment

    Barring the two years of one-off non-cash impairment charges, SWN saw its profits grow steadily along with its revenues. Its earnings are up well over 200% between 2007 and 2013. That means SWN’s net profit margin has also remained steady near the ~20% level over the years.

    By Manas Chowgule, CFA
  • uploads///SEMI
    Consumer

    The Baupost Group opens new position in SunEdison Semiconductor

    The Baupost Group added a position in SunEdison Semiconductor (SEMI) that accounted for 1.14% of the fund’s total second quarter portfolio. SunEdison Semiconductor develops, manufactures, and sells silicon wafers to the semiconductor industry.

    By Samantha Nielson
  • uploads///TBPH
    Consumer

    Why the Baupost Group starts new position in Theravance Biopharma

    The Baupost Group added a position in Theravance Biopharma Inc. (TBPH) that accounted for 9.89% of the fund’s total second quarter portfolio. Theravance Biopharma was recently spun out of Theravance (THRX).

    By Samantha Nielson
  • uploads///EBAY
    Consumer

    Why the Baupost Group adds new position in eBay

    The Baupost Group added a stake in eBay Inc. (EBAY) that accounted for 3.62% of the fund’s total second quarter portfolio. eBay is a global technology company that enables commerce through three reportable segments—Marketplaces, Payments, and Enterprise.

    By Samantha Nielson
  • Consumer

    Must-know: The Baupost Group’s 2Q14 positions

    The size of the fund’s U.S. long portfolio increased 48% to $6.14 billion in the second quarter from $4.14 billion in the first quarter. The fund’s top positions include Micron Technology, Idenix Pharmaceuticals, and Viasat.

    By Samantha Nielson
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