Seeking Alpha


  • Tracking David Einhorn's Portfolio - Q4 2014 Update
    John Vincent GLRE, AAPL, ACM Mon, Feb. 16, 10:11 AM
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q4 2014 Update
    John Vincent FRFHF, BBRY, BCE Mon, Feb. 16, 2:09 AM
  • Tracking David Winters' Wintergreen Advisers Portfolio - Q4 2014 Update
    John Vincent WGRNX, BEN, BTAFF Mon, Feb. 16, 1:25 AM
  • Tracking Seth Klarman's Baupost Group Holdings - Q4 2014 Update
    John Vincent AIG, ALDW, AOI Sun, Feb. 15, 2:07 AM
  • Tracking Tweedy Browne's Portfolio - Q4 2014 Update
    John Vincent AGCO, ANAT, AXP Sat, Feb. 14, 12:31 PM
  • Mylan Sees A Sentiment Shift From A Top 3 Institutional Holder
    Dallas Salazar TEVA, MYL Fri, Feb. 13, 11:52 AM
  • Sientra: Asset Managers Showing Major Interest In This Breast Implant Pure Play
    Dallas Salazar SIEN Fri, Feb. 13, 10:40 AM
  • The Parnassus Core Equity Fund: Q4 2014 Update
    V is for Value PRBLX, PRILX Fri, Feb. 13, 9:57 AM
  • Tracking Mohnish Pabrai's Portfolio - Q4 2014 Update
    John Vincent BAC, BRK.B, C Fri, Feb. 13, 6:59 AM
  • Manitowoc: Icahn Logs Its Second Win This Month
    Marshall Hargrave GCI, MTW Fri, Feb. 13, 3:49 AM
  • Novatel: Is There Anything An Activist Investor Can Do?
    Marshall Hargrave SWIR, MIFI Thu, Feb. 12, 10:51 AM
  • Barington Capital Decides Eastern Company Needs Some Help
    Marshall Hargrave EML Wed, Feb. 11, 7:02 PM
  • Applying Momentum To The Holdings Of Berkshire Hathaway
    Brad Kenagy BRK.A, BRK.B Wed, Feb. 11, 11:56 AM
  • ServiceSource: An Activist-Led Pivot
    Marshall Hargrave CRM, LPSN, N Tue, Feb. 10, 12:01 PM
  • OM Group: Activist Investor FrontFour Comes A Calling
    Marshall Hargrave OMG Tue, Feb. 10, 6:39 AM
  • Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update
    John Vincent ABEV, ADI, ALTR Tue, Feb. 10, 5:43 AM
  • The Staples/Office Depot Merger: Some Considerations
    Llenrock Group SPLS, ODP Mon, Feb. 9, 4:59 PM
  • BlackRock Hints 'Big Oil' Has Bottomed
    Matthew Finston AEE, APA, COG Mon, Feb. 9, 3:13 PM
  • Elliott Management Still Pushing For A Sale At Interpublic
    Marshall Hargrave OMC, PUBGY, WPPGY Fri, Feb. 6, 2:47 PM
  • Ocwen: Finally Has An Activist Investor, Sort Of
    Marshall Hargrave AAMC, ASPS, HLSS Wed, Feb. 4, 4:01 PM
  • Manitowoc: Activist Carl Icahn Notches Another Win
    Marshall Hargrave MTW Wed, Feb. 4, 10:54 AM
  • Tracking Kahn Brothers Portfolio - Q4 2014 Update
    John Vincent AF, ASTE, BAC Wed, Feb. 4, 3:03 AM
  • Individual Investor Portfolio: 3-Year Review And Lessons Learned
    James Sands HP, PCLN, SAFM Wed, Feb. 4, 1:20 AM
  • Informatica: Elliott Associates Has Found Another Target
    Marshall Hargrave INFA Tue, Feb. 3, 12:44 PM
  • Tracking Yacktman Asset Management Portfolio - Q4 2014 Update
    John Vincent ANTM, AVP, BCR Tue, Feb. 3, 5:03 AM
  • Express, Inc.: Sycamore Partners Moves On
    Marshall Hargrave TJX, WMT, EXPR Sat, Jan. 31, 3:12 PM
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q4 2014 Update
    John Vincent AAPL, AMZN, AXP Sat, Jan. 31, 10:54 AM
  • Ann Inc.: Two Activist Investors Square Off
    Marshall Hargrave ANN Fri, Jan. 30, 1:14 PM
  • Winners Circle 2014 Top Hedge Fund Managers: Healthcare Funds, Nine Of Top Ten Spots
    GuruFundPicks ABMD, AAVL, ASPX Thu, Jan. 29, 8:04 PM
  • Staples: Activist Investor Puts The Heat On
    Marshall Hargrave ODP, SPLS Thu, Jan. 29, 3:37 PM
  • Chico's: Activist Investor Trying To Break The Funk
    Marshall Hargrave CHS Tue, Jan. 27, 5:19 PM
  • Big 5 Sporting Goods: An Activist Investor Is Fed Up
    Marshall Hargrave HIBB, BGFV Sat, Jan. 24, 5:13 PM
  • Gannett: Activist Investor Says The Spin-Off Isn't Good Enough
    Marshall Hargrave AOL, YHOO, GCI Sat, Jan. 24, 1:01 PM
  • Oasis Petroleum Is One Of The Few Activist Targets In Oil & Gas
    Marshall Hargrave DAKP, PBF, REN Fri, Jan. 23, 9:53 AM
  • Famous Dave's: Just The Latest Restaurant To Attract An Activist Investor
    Marshall Hargrave DAVE Wed, Jan. 21, 5:50 AM
  • Fidelity National Financial: Activist Investor Banking On Real Estate?
    Marshall Hargrave FNF Wed, Jan. 21, 1:34 AM
  • 16 Investing Lessons From A SuperInvestor The World Forgot
    Vishal Khandelwal Mon, Jan. 19, 5:16 PM
  • Baker Hughes: Activist Investor Enters The Fray Amidst A Merger
    Marshall Hargrave HAL, BHI Mon, Jan. 19, 1:15 AM
  • 3 Investments Jeffrey Gundlach Loves In 2015
    David Fabian AGG, DBLTX, DUST Fri, Jan. 16, 12:56 PM
  • LSB Industries: Another Underrated Campaign For Activist Investor Starboard Value
    Marshall Hargrave LXU Thu, Jan. 15, 3:23 PM
  • Noble Corp: Fir Tree Has Given Up On The Value Story
    Marshall Hargrave NE Wed, Jan. 14, 1:34 PM
  • DuPont: Nelson Peltz Is Just Getting Started
    Marshall Hargrave DD Wed, Jan. 14, 10:01 AM
  • Vivus Gets New 10% Stakeholder: What To Watch For
    Spencer Osborne VVUS Mon, Jan. 12, 4:31 PM
  • Reverse Engineering David Rolfe's 8% Position In Qualcomm
    Herring Research Group QCOM Mon, Jan. 12, 3:16 PM
  • Altisource Asset Management: One Of Luxor Capital's Biggest Losers
    Marshall Hargrave ASPS, CONN, HLSS Wed, Jan. 7, 9:40 PM
  • How Berkshire Hathaway's Todd Combs And Ted Weschler Performed Relative To The S&P 500 In 2014
    David Kass DTV, DVA, IBM Tue, Jan. 6, 1:13 PM
  • Hedge Fund Clustering
    AlphaBetaWorks AAL, AAPL, AGN Tue, Jan. 6, 12:25 PM
  • CDK: What's The Appeal Of Car Software?
    Marshall Hargrave ADP, CDK Tue, Jan. 6, 9:38 AM
  • Apple, Micron, SunEdison Propel Greenlight To 9% Return In 2014
    ValueWalk AAPL, MU, MRVL Thu, Jan. 1, 4:50 AM
  • Warren Buffett's Berkshire Hathaway Portfolio: A Free Cash Flow Analysis
    Mycroft AAPL, BRK.B, BRK.A Dec. 30, 2014, 12:58 PM