Southeastern Asset Management

Type: Company
Name: Southeastern Asset Management
First reported 8 hours ago - Updated 8 hours ago - 1 reports

First Look: September 2

First Look summarizes new working papers, case studies, and publications produced by Harvard Business School faculty. Readers receive early knowledge of cutting-edge ideas before they enter the mainstream of business practice. For complete details on ... [Published HBS Working Knowledge - 8 hours ago]
First reported Aug 22 2014 - Updated Aug 22 2014 - 1 reports

PepsiCo Inc. (PEP), Mondelez International Inc (MDLZ), GNC Holdings Inc (GNC): Nelson Peltz’s Latest Moves

As we continue to analyze major hedge funds’ 13F filings, we came across an interesting portfolio: that of Trian Fund Management . The hedge fund managed by Nelson Peltz disclosed 11 equity positions, with a market value of approximately $6.79 billion. ... [Published InsiderMonkey.com - Aug 22 2014]
First reported Aug 22 2014 - Updated Aug 22 2014 - 1 reports

Elite Value Investors August 13F Picks - Strategy Outperformed The S&P By 14.3%

F of Elite Value Investors outperformed the S&P500 on average by 16.8%. My Long Selections from February 2014 13F of Elite Value Investors outperformed the S&P500 on average by 13.9%. My Long Selections for August are: NAVI, KKR, SAH, RYL, and MTDR ... [Published Seeking Alpha - Aug 22 2014]
First reported Aug 21 2014 - Updated Aug 21 2014 - 1 reports

TW Telecom Inc (TWTC), Graham Holdings Co (GHC), and ViaSat, Inc. (VSAT): Billionaire Mason Hawkins Loves These Stocks

In 1975,  Mason Hawkins decided to take the next step in his career and founded  Southeastern Asset Management . Prior to that, he had worked as director of research at First Tennessee Investment Management. Hawkins focuses on value stocks and uses both ... [Published InsiderMonkey.com - Aug 21 2014]
First reported Aug 20 2014 - Updated Aug 20 2014 - 1 reports

Memphis Music Nonprofit to Honor Stevie Wonder

The music nonprofit launched by Memphis music icon (Submitted)Porter’s The Consortium MMT, which stands for Memphis Music Town, is a nonprofit dedicated to cultivating local homegrown talent. On Oct. 11, it’s honoring Stevie Wonder at “A Soulright Evening” ... [Published Memphis Daily News - Aug 20 2014]
First reported Aug 20 2014 - Updated Aug 20 2014 - 1 reports

“Friendly” activist investor Blue Harbour bites into Rackspace

An apparently “friendly” activist investor has increased its stake in OpenStack leader Rackspace Inc., ahead of a possible sale. The Wall Street Journal reports that Blue Harbour Group LP., has slowly but surely accumulated a 6.4 percent stake ... [Published SiliconANGLE - Aug 20 2014]
First reported Aug 19 2014 - Updated Aug 19 2014 - 1 reports

'Fangless' activist investor chomps up chunk of Rackspace

Build a business case: developing custom appsA so-called "fangless" activist investor has increased its grip on OpenStack cloud cheerleader Rackspace, with a view to a possible sale.Blue Harbour Group has revealed it now holds a 6.4 per cent stake in ... [Published The Register - Aug 19 2014]
First reported Aug 15 2014 - Updated Aug 15 2014 - 1 reports

CONSOL Energy Inc. (CNX), Google Inc. (GOOG), Level 3 Communications Inc. (LVLT): Soros Fund Management’s New Picks in Q2

In its latest 13F filing, Soros Fund Management , managed by George Soros , disclosed its equity positions as of the end of the second quarter of 2014. The portfolio has a market around $13.3 billion. In its filing with the SEC, Soros Fund Management ... [Published InsiderMonkey.com - Aug 15 2014]
First reported Aug 14 2014 - Updated Aug 14 2014 - 1 reports

Longleaf Boosts Stake In Koninklijke Philips; Cuts Mondelez

Longleaf Partners primarily invests in undervalued, small-cap U.S. companies to achieve long-term capital growthLongleaf Partners disclosed that its equity portfolio for the second-quarter had a market value of around $6.29 billion based on its 13F filing ... [Published Value Walk - Aug 14 2014]
First reported Aug 11 2014 - Updated Aug 11 2014 - 1 reports

TIM Participacoes SA (ADR) (TSU), TW Telecom Inc. (TWTC), Level 3 Communications Inc. (LVLT): Robert Millard’s Realm Partners’ Largest Bets

As we continue to track 13F filings, we came across Realm Partners’ . This hedge fund, managed by Robert Millard (who had previously held senior positions at Lehman Brothers and Barclays Bank) since 2009, disclosed an equity portfolio with a market value ... [Published InsiderMonkey.com - Aug 11 2014]
First reported Aug 05 2014 - Updated Aug 05 2014 - 1 reports

Soaring Markets Mean Cash Is King For Longleaf Partners

H/T DataromaLongleaf Partners Fund only purchases stocks that trade at deep discounts, but buying opportunities are dwindling fast Value investors don’t have it easy these days. With the S&P 500 at record highs, investors who prefer cheap and unpopular ... [Published Value Walk - Aug 05 2014]
First reported Aug 01 2014 - Updated Aug 01 2014 - 1 reports

Watsa's reputation intact despite failed takeover deal

BlackBerry shareholders, already skeptical that a deal could get done, expressed their frustration by sending the company’s shares plummeting 17 per cent. Although the smartphone maker will no longer be saddled with as much debt, shareholders won’t get ... [Published Globe and Mail - Aug 01 2014]

Quotes

...legacy labor and health care costs, but a new working paper coauthored by Rebecca Henderson says more traditional competitive forces were at work. "Management Practices, Relational Contracts and the Decline of General Motors" is included in the Winter 2014 issue of Journal of Economic Perspectives
"We rate CHESAPEAKE ENERGY CORP (CHK) a HOLD. The primary factors that have impacted our rating are mixed some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, good cash flowflow from operations and solid stock price performance. However, as a counter to these strengths, we also find weaknesses including unimpressive growth in net income, poor profit margins and generally higher debt management risk."
...Like tech-support personnel everywhere, their first assumption was that Katsuyama didn’t know what he was doing. " ‘User error’ was the thing they’d throw at you,” he says. “They just thought of us traders as a bunch of dumb jocks.”"

More Content

All (18) | News (15) | Reports (0) | Blogs (2) | Audio/Video (0) | Fact Sheets (0) | Press Releases (1)
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First Look: September 2 [Published HBS Working Knowledge - 8 hours ago]
PepsiCo Inc. (PEP), Mondelez International Inc ... [Published InsiderMonkey.com - Aug 22 2014]
Elite Value Investors August 13F Picks - Strate... [Published Seeking Alpha - Aug 22 2014]
TW Telecom Inc (TWTC), Graham Holdings Co (GHC)... [Published InsiderMonkey.com - Aug 21 2014]
Memphis Music Nonprofit to Honor Stevie Wonder [Published Memphis Daily News - Aug 20 2014]
“Friendly” activist investor Blue Harbour bites... [Published SiliconANGLE - Aug 20 2014]
'Fangless' activist investor chomps up chunk of... [Published The Register - Aug 19 2014]
Tracking Carl Icahn's Portfolio - Q2 2014 Update [Published Seeking Alpha - Aug 19 2014]
CONSOL Energy Inc. (CNX), Google Inc. (GOOG), L... [Published InsiderMonkey.com - Aug 15 2014]
Longleaf Boosts Stake In Koninklijke Philips; C... [Published Value Walk - Aug 14 2014]
TIM Participacoes SA (ADR) (TSU), TW Telecom In... [Published InsiderMonkey.com - Aug 11 2014]
Soaring Markets Mean Cash Is King For Longleaf ... [Published Value Walk - Aug 05 2014]
Watsa's reputation intact despite failed takeov... [Published Globe and Mail - Aug 01 2014]
DGAP-PVR: HOCHTIEF Aktiengesellschaft: Release ... [Published GlobeNewswire: Acquisitions News - May 02 2014]
Why Chesapeake Energy (CHK) Stock is Higher Today [Published The Street Latest - Apr 17 2014]
Read Michael Lewis' Flash Boys: A Wall Street R... [Published Zero Hedge - Apr 01 2014]
Icahn sweetens bid for Dell by adding warrants [Published The Malaysian Insider :: Business - Jul 13 2013]
Icahn increases offer price to $5 Billion for Dell [Published Topnews.in - Jul 02 2013]
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Blogs

sort by: Date | Relevance
“Friendly” activist investor Blue Harbour bites... [Published SiliconANGLE - Aug 20 2014]
An apparently “friendly” activist investor has increased its stake in OpenStack leader Rackspace Inc., ahead of a possible sale. The Wall Street Journal reports that Blue Harbour Group LP., has slowly but surely accumulated a 6.4 percent stake ...
Read Michael Lewis' Flash Boys: A Wall Street R... [Published Zero Hedge - Apr 01 2014]
This article is adapted from the book “Flash Boys: A Wall Street Revolt,” by Michael Lewis, published by W. W. Norton & Company. Courtesy of The New York Times Magazine. The full Michael Lewis book can be purchased on Amazon . The Wolf Hunters ...
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Press Releases

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DGAP-PVR: HOCHTIEF Aktiengesellschaft: Release ... [Published GlobeNewswire: Acquisitions News - May 02 2014]
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