Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Hedge fund billionaire expands Miami development plans after Mamdani feud
Billionaire hedge fund CEO and owner Ken Griffin is making good on his promise to “double down” on Miami after publicly feuding with New York City Mayor Zohran Mamdani over New York's new tax on expensive second homes. Griffin, who…
Vizsla Royalties: Attractive Arbitrage, Though Returns Depend On Deal Terms (VROYF)
I am a public markets investor and analyst with a strong interest in deep value stocks, special situations, and event-driven opportunities. My focus is on finding companies where the market may be missing something important, whether because of…
Opinion | The Race for Hypersonic Missiles
China fields roughly 600 hypersonic missiles, according to a military assessment leaked last year. Hypersonic means Mach 5—five times the speed of sound. Last month, Russia hit Kyiv with a hypersonic missile. In 2021, Raytheon's Gregory…
The big short: Ben Cleary isn't afraid of being controversial
Tribeca's hedge fund manager Ben Cleary is not afraid to make a punchy statement or two. In his talking points emailed before an interview with The Australian Financial Review, he writes that “M&A is coming for mid-cap [mining companies]…
Bill Ackman Likes This Indirect AI Play Everyone's Ignoring
Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires). Top Pick Of: Bill Ackman — Pershing Square Capital Brookfield (NYSE:BN) has quietly become an indirect play on the…
ON Semiconductor Stock: Growth Recovery Underway With Margin Expansion (NASDAQ:ON)
Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competitive risks in China. Margin expansion is driven by utilization gains, Treo product scaling, and…
FromSoftware boss Hidetaka Miyazaki references 'yet to be announced' games while commenting on controversy at parent company Kadokawa
In an email statement to Japanese gaming site Denfaminico Gamer, FromSoftware boss Hidetaka Miyazaki indicated that the studio has unannounced new projects in the works, while largely demurring from making a comment about recent investor drama at…
Gold vs. the S&P 500: With Inflation at a 3-Year High, Which Does History Say Wins?
Rising energy costs and the Middle East conflict drove U.S. inflation to a three-year high in May. According to the Bureau of Labor Statistics, prices rose 4.2% over the previous 12 months, accelerating from its 3.8% increase in April. That…
AI turns coders, lawyers and analysts into ghosts of London's past
LONDON - Search for “finance analyst” and you're likely to find around 80 vacancies in London, according to a prominent recruitment website. If that seems like a surprisingly low number for one of the world's biggest banking and…
Powell Industries, Inc. $POWL Shares Sold by Aurora Investment Counsel
Aurora Investment Counsel cut its holdings in shares of Powell Industries, Inc. (NASDAQ:POWL - Free Report) by 61.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
The Gen Z cofounder of $1.6 billion Whop says his platform has minted over 650 millionaires-he wants to make work fun and money worries obsolete
There's a legion of workers sitting behind their desks and unloading trucks, fantasizing about one day chasing their dream careers. Now, hundreds of people have found million-dollar success by pursuing their passions on digital marketplace Whop.
Aurora Investment Counsel Makes New Investment in CF Industries Holdings, Inc. $CF
Aurora Investment Counsel bought a new stake in CF Industries Holdings, Inc. (NYSE:CF - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 13,567 shares of the basic materials company's…
Talking Across The Divide
How we see politics reveals a lot about who we are. But it is less akin to a Rorschach ink blot than one of those reversible images, like the drawing that is both a rabbit and a duck. As messy as society might be, it is not some blob open to any…
Teva Pharmaceutical Industries Ltd. $TEVA Stock Holdings Decreased by Avidity Partners Management LP
Avidity Partners Management LP decreased its position in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA - Free Report) by 18.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional…
Nicholas Investment Partners LP Increases Stake in United Therapeutics Corporation $UTHR
Nicholas Investment Partners LP lifted its stake in United Therapeutics Corporation (NASDAQ:UTHR - Free Report) by 478.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,553 shares…
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