Cantillon gained a position in AmBev via a stock swap merger deal
Cantillon’s 3.9% position in Ambev SA (ABEV) replaced the hedge fund’s 4.46% position in Companhia Bebidas (ABV) due to a stock swap merger deal in November.
Why Cantillon opened a new position in MSC Industrial Direct
MSC Industrial Direct (MSM) is a 1% position in Cantillon’s long portfolio. MSC Industrial Direct is a distributor of metalworking and maintenance as well as repair and operations (or MRO) supplies.
A guide to Cantillon Capital Management’s investment strategy
The New York–based Cantillon Capital Management is a hedge fund manager founded in 2003 by William von Mueffling.
Why acquiring OpenTable would give Priceline a competitive edge
Until now, Priceline’s business model provided very little differentiation compared to the services of its competitors, such as Expedia (EXPE) and Orbtiz (OWW).
Why was analyst guidance about Yelp’s strong outlook so wrong?
Yelp (YELP)—along with peers like Groupon (GRPN), OpenTable (OPEN), and Foursquare—have revolutionized the way local businesses make themselves known to potential customers.