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Analysis - Latest Articles
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most recent
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most commented
Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note
Nov 17
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Market Folly
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10 Comments
Q309 Portfolio Update: Building Cash, Looking for Dividends
Nov 4
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Dan Wieman
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Comment!
Farallon Reduces CapitalSource Stake, Clarifies Corporate Succession
Nov 3
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Market Folly
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Comment!
Farallon Takes Money off the Table in CapitalSource
Sep 30
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Market Folly
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1 Comment
Farallon Capital: Another Hedge Fund Likes CapitalSource
Sep 6
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Market Folly
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4 Comments
Baupost Group's Massive Position in CapitalSource
Aug 20
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Market Folly
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3 Comments
CapitalSource: Tremendous Opportunity or Value Trap?
Aug 18
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Dan Wieman
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22 Comments
Baupost Sells Out of Omnova
Jul 26
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Market Folly
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1 Comment
Klarman's Baupost Group Bets Big on Capitalsource, News Corp.
Jun 1
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Market Folly
•
Comment!
Klarman, Witmer & Einhorn: Examining 2009 Q1 13F Filings
May 19
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Davy Bui
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2 Comments
Wall Street Breakfast: Must-Know News
May 7
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SA Editor Rachael Granby
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9 Comments
Monthly Portfolio Review: Looking for Big Caps
Apr 6
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Dan Wieman
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1 Comment
April Phoenix Stock Update
Apr 4
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Cam Hui
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6 Comments
Farallon Capital's Q408: Betting on MasterCard
Apr 2
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Market Folly
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1 Comment
Farallon Capital Ups RAIL Stake, Reduces CSE
Apr 1
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Market Folly
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1 Comment
Hedge Fund Portfolio Tracking: Seth Klarman's Baupost Group, Q4 2008
Mar 3
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Market Folly
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Comment!
Are 'Phoenix' Stocks Getting Ready to Rise?
Feb 24
•
Cam Hui
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16 Comments
Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn
Feb 17
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Davy Bui
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4 Comments
Farallon Capital Management (Thomas Steyer): Portfolio Update
Feb 3
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Market Folly
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Comment!
Fixing the Financial Industry
Jan 26
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Prudent Speculations
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2 Comments
10 Most Interesting Stocks for 2009
Jan 11
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Prudent Speculations
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26 Comments
Hedge Fund Tracking: Farallon Capital Management (Thomas Steyer), Q3 2008
Jan 6
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Market Folly
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2 Comments
Hedge Fund Tracking: Seth Klarman & Baupost Group, Q3 2008
Dec 30, 2008
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Market Folly
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5 Comments
Further Deterioration of U.S. Finance Companies Expected - S&P
Dec 9, 2008
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Research Recap
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2 Comments
Klarman, Einhorn and Witmer: Examining Q3 Filings
Nov 21, 2008
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Davy Bui
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1 Comment
14 Beaten-Up Financials That Now Offer Real Value
Oct 26, 2008
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Cam Hui
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17 Comments
Wall Street Breakfast: Must-Know News
Aug 5, 2008
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SA Editor Eli Hoffmann
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1 Comment
The Long Case for Capital Source Inc.
Jul 30, 2008
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Darspal Mann
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4 Comments
The Five Largest Quarterly Dividend Stocks
Jul 15, 2008
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Stockerblog
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6 Comments
CapitalSource Finally Gets a Clue
Jun 25, 2008
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Patrick Harden
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3 Comments
Subprime Not Over For Banks [Housing Tracker
Jun 24, 2008
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SA Editor Judy Weil
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1 Comment
Are the Commercial REITs Now Stabilizing?
May 8, 2008
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Prudent Speculations
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8 Comments
Iron Man Is a Marvel - Cramer's Lightning Round (5/1/08)
May 2, 2008
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SA Editor Miriam Metzinger
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2 Comments
Capital Source: Analysis and Valuation
Apr 25, 2008
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Dan Wieman
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9 Comments
'SuperREIT' CapitalSource Swoops Up Fremont's Branches
Apr 17, 2008
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Patrick Harden
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7 Comments
35 Stocks That Ben Graham Would Like Here
Apr 9, 2008
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Ryan Freund
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16 Comments
CapitalSource Can't Cover Its Dividend
Feb 27, 2008
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Patrick Harden
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12 Comments
CapitalSource: Don't Mind the Gap
Feb 22, 2008
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Nicholas Marshi
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7 Comments
Could Carving Up CapitalSource Unlock More Value?
Feb 22, 2008
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Patrick Harden
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1 Comment
November 29th Merger Arbitrage Activity
Nov 30, 2007
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Merger Arbitrage Investing
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Comment!
November 26th Merger Arbitrage Activity
Nov 27, 2007
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Merger Arbitrage Investing
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Comment!
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