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Paul Singer's Elliott - 3 Elliott - 3 year's Sohn - 2 Jesse Cohn - 2 Greg Coffey — - 2 Einhorn - 2 Greg Coffey - 2 Oz - 2
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☆ A wiser Greg Coffey, Elliott's Etsy love, and a return to fundamentals: A rundown of the hedge fund industry's annual best pitch conference
  + stars: | 2024-04-04 | by ( Bradley Saacks | ) www.businessinsider.com   time to read: +3 min
The smart money gathered in Manhattan Wednesday didn't spend their time pitching artificial intelligence venture bets or bitcoin-linked trading products. At this year's Sohn conference in New York, the biggest names in hedge funds — such as David Einhorn, Elliott's Jesse Cohn, and Kirkoswald's Greg Coffey — preached fundamentals and restraint. Solvay, Einhorn said, has "a relatively high and stable margin, a high return on capital, and a good return of capital." Even hedge funds that are constantly stirring the pot, such as Paul Singer's Elliott Management and Bridgewater, were even-keeled. "You've got a durable business with real differentiation, you've got a strong management team executing," he said.
Persons: year's Sohn, David Einhorn, Jesse Cohn, Greg Coffey —, Einhorn, Elon Musk's, Greg Coffey, Oz, Moore —, Coffey, Emso, Paul Singer's Elliott, Ray Dalio, Karen Karniol, Sohn, Elliott, Marc Steinberg, You've, you've Organizations: Greenlight, Business, Solvay, Paul Singer's Elliott Management, Bridgewater, Elliott Locations: Manhattan, New York, Belgium, GLG, Australian, London, Bridgewater, China
☆ A wiser Greg Coffey, Elliott's Etsy love, and a return to fundamentals: A rundown of the hedge-fund industry's annual best-pitch conference
  + stars: | 2024-04-04 | by ( Bradley Saacks | ) www.businessinsider.com   time to read: +3 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewThe smart money gathered in Manhattan on Wednesday didn't spend their time pitching artificial-intelligence venture bets or bitcoin-linked trading products. At this year's Sohn conference, some of the biggest names in hedge funds — such as Greenlight's David Einhorn, Elliott's Jesse Cohn, and Kirkoswald's Greg Coffey — preached fundamentals and restraint. Even hedge funds that are constantly stirring the pot, such as Bridgewater and Paul Singer's Elliott Management, were even-keeled. The activist investor, who's become a recurring nightmare for anxious CEOs across the country, is not looking to burn anything down or start an M&A spree.
Persons: —, year's Sohn, Greenlight's David Einhorn, Jesse Cohn, Greg Coffey —, Einhorn, Elon Musk's Tesla, Greg Coffey, Oz, Moore —, Coffey, Paul Singer's Elliott, Ray Dalio, Karen Karniol, Elliott, Marc Steinberg, who's, You've, you've Organizations: Service, Business, Solvay, Paul Singer's Elliott Management, Bridgewater Locations: Manhattan, Belgium, Belgian, GLG, London, New York, Bridgewater, China
☆ Activists ease up on Salesforce — plus, 10 other Club stocks traded by Wall Street pros
  + stars: | 2023-08-16 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +10 min
The extraordinary activist-investor interest in Salesforce (CRM) eased further in the second quarter, according to the latest regulatory filings from influential Wall Street pros. His firm still owned about 2 million Salesforce shares as of June 30. Tepper also bought 2.3 million shares of Advanced Micro Devices (AMD) and 480,000 shares of Apple (AAPL) during the second quarter. As a result, Appaloosa's holdings as of mid-August may differ significantly from the conclusion of the second quarter. GOOGL YTD mountain Alphabet YTD performance Bets on Google's parent company, Alphabet (GOOGL), varied in the second quarter.
Persons: Dan Loeb's, Jeff Smith's, Salesforce, Jeffrey, Starboard's Jeff Smith, Smith, he's, 13Fs, it's, Marc Benioff, Mason Morfit, Paul Singer's Elliott, Elliott, Elliott —, Nelson Peltz's, Bob Iger, Peltz, David Tepper, Tepper, Bill Ackman's, Seth Klarman, Loeb, Klarman, Stanley Druckenmiller, Druckenmiller, Eli Lilly, That's, Jim Cramer's, Jim Cramer, Jim, Kim Kulish Organizations: Inclusive Capital, CNBC, Paul Singer's Elliott Management, Constellation, Club, Constellation Brands, Corona, Modelo, DIS, Disney, Management, Walt Disney Co, Peltz, Nvidia, Appaloosa Management, Microsoft, Micro Devices, Apple, AMD, Bill Ackman's Pershing, Capital Management, Oracle, Duquesne Family Office, Jim Cramer's Charitable, Corbis, Getty Locations: Salesforce, Tuesday's
☆ Piggyback Icahn? These are the best-performing activists you should follow into stocks
  + stars: | 2023-04-21 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Goldman Sachs said only a handful of activist investors have the power to move stocks the way he does. The Wall Street firm analyzed 2,142 shareholder activism campaigns since 2006 and identified the investors with the most number of campaigns. "A wide performance distribution exists for both successful and unsuccessful activist campaigns and varies by type of activist demand," Goldman's head of U.S. equity strategy David Kostin said in a note. The stocks Carl Icahn invests in tend to enjoy a double-digit boost in the 12 months after he starts an attack, according to Goldman. Other activists that have a similar impact on stocks during the time frame are Ancora Advisors and Clinton Group, Goldman said.
☆ These vulnerable major stocks could be activists' next targets, according to Goldman
  + stars: | 2023-04-21 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Shareholder activism could continue its momentum this year, and a number of major companies could be popular targets, according to Goldman Sachs. "Sales growth has been the most important variable in determining an activist target, followed by EV/sales valuation." Goldman screened the Russell 3000 index for companies that may be susceptible to a campaign by an activist investor. Bath & Body Works could experience more action from activists this year, according to Goldman's screen. In the retail space, Goldman also predicts activists may target Best Buy , Burlington Stores and CarMax .
☆ Analysis: The $15 billion scramble for Japan's Toshiba went from bang to whimper
  + stars: | 2023-03-27 | by ( Makiko Yamazaki Ritsuko Shimizu | Makiko Yamazaki | Ritsuko Shimizu | ) www.reuters.com   time to read: +5 min
Other investors who have held Toshiba longer may not be so lucky: the offer price represents a 15% discount from a December 2014 high. Some were introduced to JIP by Toshiba's management, some of the people said, declining to be identified because the information is not public. Toshiba's management, including CEO Taro Shimada, will stay on, while the government keeps Toshiba's sensitive defence and nuclear technologies in Japanese hands. Toshiba felt stable shareholders were desirable to end the tumult, unlike current shareholders "with many differing views", it said. JIP does not see the need for big strategy adjustments, Toshiba said.
☆ Here's what market forces and company innovations Club members care about most
  + stars: | 2023-03-05 | by ( Jim Cramer | ) www.cnbc.com   time to read: +6 min
I spent the day last weekend with CNBC Investing Club members in New York City. We own Meta, Amazon and Alphabet for my Charitable Trust, which we use as our Club portfolio. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
☆ Marc Benioff has yet to satisfy the most powerful activist investor. Elliott Management demands a 'sustainable leadership plan' for Salesforce.
  + stars: | 2023-03-02 | by ( Ellen Thomas | Ashley Stewart | ) www.businessinsider.com   time to read: +3 min
Salesforce reported strong results, a huge new share buyback plan, and concessions for activist investors. That wasn't enough for Elliott Management, one of the most feared activist hedge funds. Benioff will have to fix Salesforce's succession crisis to appease activist investors. Salesforce reported strong results on Wednesday, announced an extra $10 billion in share buybacks, and scrapped its M&A committee, signalling no more big, pricey acquisitions. Company insiders, former employees and Wall Street analysts increasingly expect Salesforce to put a succession plan in place soon.
☆ Here's how Wall Street pros traded 13 Club stocks last quarter, including Salesforce and Disney
  + stars: | 2023-02-17 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +9 min
Big-name investors and hedge funds made moves in Club holdings Disney (DIS), Nvidia (NVDA) and TJX Companies (TJX) in the fourth quarter. Starboard's position stood at 3.03 million shares — valued at $401.22 million — at the end of the fourth quarter, according to the firm's 13F. Inclusive's 1.63 million shares were worth $216.77 million and ValueAct's 560,221 shares carried a market value of $74.28 million. CRM YTD mountain Salesforce (CRM) YTD performance In addition to Salesforce, a number of other Club holdings appeared in hedge funds' quarterly disclosures. Some of the activists swarming at Salesforce have positions in other Club holdings and made changes to them during the fourth quarter.
☆ Meet Jesse Cohn, the hedge fund wunderkind building a campaign on Salesforce
  + stars: | 2023-01-23 | by ( Casey Sullivan | Bradley Saacks | ) www.businessinsider.com   time to read: +10 min
One of the key players behind the campaign is 42-year-old Jesse Cohn, Paul Singer's right-hand man. Hedge fund Elliott Management has taken a multi-billion dollar stake in Salesforce, as the tech company deals with layoffs and a management shake-up. And Cohn, one of Elliott's chief agitators, has emerged as quarterback, announcing his respect for co-CEO Marc Benioff in a statement. "He said, 'Hey, let me talk to you,'" Knowles told BI in 2019. He had the files laid out on a conference-room table when the board met with Cohn in Elliott's New York office.
☆ Hedge funds were busy trading Club holdings last quarter, regulatory filings show
  + stars: | 2022-11-15 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +5 min
What's more, Third Point added to its bet on Disney (DIS), owning 1.4 million shares as of Sept. 30, up 40% compared with its position on June 30. That valued the position at roughly $700,000 as of Sept. 30, which is quite small for a multi-billion dollar investment firm like Trian. In August, the firm had reported owning 14.34 million shares as of June 30. They are current as of the reporting date, which for this latest round of disclosures was Sept. 30. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
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