Berkshire Hathaway's Q3 13-F is out. It looks like they're buying Restoration Hardware $RH and already own 6.5% of the company:
https://t.co/UWrBNygZo5
Leon Cooperman may have returned outside capital, but he's still as active as ever. New investments include a few old media names $GCI and $GTN, and a trio of recent tech IPOs $DT, $MDLA, and $NET.
https://t.co/ahfiup9sqx
Jana Partners sure has a nose for sniffing out M&A targets. Their Q3 13-F just came out and at quarter end they owned $TIF calls and a new position in $INST.
https://t.co/iVQ6QoaBpv
Pinterest $PINS has filed to go public and you can see their financials on Rocket. 60%-ish revenue growth with operating losses that have been shrinking in recent quarters: https://t.co/9DuIQyJdlH
$LYFT S-1 has been filed and the financials can be found on Rocket. Biggest surprise to us? Magnitude of gross margin expansion over the last 8 quarters:
https://t.co/gxhIYCfnSs
@pearkes I saw a chart like that somewhere a little while ago and thought it was a nice way to visualize things. I suggested the feature to the very good @RocketFinancial and they built it in. You can do it for any company: https://t.co/ig95OJb9I4
There is so many excellent NanoCap and MicroCap companies to invest in throughout North America. I track them all on @RocketFinancial. Hats off to the @theLDMicro team for replacing @YahooFinance for initial due diligence. It used to be my go to 5+ years ago until they ruined it
Glenn Greenberg's (Brave Warrior Advisors) Q3 13-F is out. Bought $RJF, $LEN, $DHI, $C, and $GOOG. Sold out of $ESRX and significantly decreased both $NLSN and $HCA. https://t.co/BtWZISTQYQ
@BSCapital2 @70deadend@LSValue@rocketfinancial is outstanding for identifying patterns in financials, insider information, documents...
Twitter search for the “cash tag” to see level of chatter on a stock [ie, $HTL.v where the .v denotes TSX venture exchange or $CSU.TO where the .TO denotes TSX]
Websites I frequent: https://t.co/nGIMs1dkhw
https://t.co/sdm05s8Zl2
https://t.co/0xCr6FHovk
I frequently do a twitter search for tickers to find new insights as well.
Bill Ackman's Pershing Square Q2 13-F is out. He previously leaked a $1 billion stake in $LOW, but it appears to acutually only be ~$740 million. He also added another 2.6 million shares of $UTX.
https://t.co/QxoEC9uH1g
Chuck Akre's Q2 13-F is out. He increased his $KKR stake to 10 million units, and increased his $PRMW position by around 50%. Sold out of $LKQ.
https://t.co/nCdIKS2MC4