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Company Overview and News
In an anticipated move, Japanese internet company Softbank Corp (OTCMKTS:SFTBY) recently announced that it will increase its stake in Yahoo Japan (OCTMKTS:YAHOF). The deal, which involves approximately $2 billion, and U.S. firm Altaba (NASDAQ:AABA), sets into motion Softbank’s Japanese e-commerce strategies.
BABA GOOGL AABA 4689 VZ YAHOY GOOG VZA YAHOF
I am bullish on Alibaba (BABA), as I indicated in my report that fears of a trade war have caused investors to sell shares in this company which is a true technology giant. A big risk to the thesis was the government overhang regarding their complex variable interest entity (‘VIE’) structure. There is an alternative investment vehicle in Altaba (AABA) which allows one to own BABA at a steep discount while sidestepping the VIE risk.
NPSNY BABA AABA 4689 YAHOY YAHOF
U.S. stock futures are rallying this morning, led by automakers. The U.S. has reportedly offered the E.U. a deal to drop auto import tariffs if the E.U. eliminates duties on U.S. cars. However, the U.S. is still planning on levying $34 billion in tariffs on Chinese products this Friday. Beijing is expected to implement its own retaliatory tariffs the same day.
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Thank you to everyone who fought for our country, especially those who gave their lives. Looking past Memorial Day, this short week is a transitional one for my portfolio. Preparing for the market to reopen tomorrow, I am reflecting on two old and two new opportunities.
CAVM NPSNY OCLR FB AABA TWX QCOM TWC AET DWDP
Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased ~11% from $12.20B to $10.91B. The number of positions decreased from 66 to 59.
NPSNY BMCH KMX COF.WS RYCEY CAXPF TJX AMZN STCK VIVHY OMC AABA RYCEF BLDR SCHW.PRBCL COF-P IAC WSCC SEQUX BRK.A PRI GOOGL MHK FCAU JD COF.PRG WFCNP COF.PRH FB IBKR WUBA WFC.PRL COF.PRP WFC.PRJ GOOG COF-D WFC.PRT GS COF-C COF-F WFC.PRR WFC.PRQ JEC WFC.PRP WFC.PRO WFC.PRN WFC.PRY COF.PRC WFC.PRX COF.PRD WFC.PRW WFC.PRV CNSWF COF.PRF WFC LBRDB WFC.WS WSBF MA COF LBRDK FWONA W V BKNG SCHW XRAY CACC FWONK WAT LBRDA ORLY
Dan Loeb's 13F portfolio value decreased from $13.86B to $13.32B this quarter. The number of positions decreased from 44 to 40.
PCG ATHTF STZ.B TWX CVS CRM SHW GGAL HON AABA AVGO DOW DOV MELI MAC AET MMM PBF GD TPRE WP KDMN UTX STZ BKI TWC BABA DVMT GOOGL MSFT APY MHK QCOM GRBK MGM FB DOV.WI LEN NXPI PAM PE NFLX PF GOOG BAX LEN.B MPC PAGS ADBE SPGI RSPP VMC MON ICE SWN HON EA WYNN LYB FTI.WI FMC ANTM DWDP BID NEXA BLK XRAY T SUPV DHR ANTX
This article is part of a series that provides an ongoing analysis of the changes made to David Tepper’s 13F portfolio on a quarterly basis. It is based on Appaloosa Management’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking David Tepper’s Appaloosa Management Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q4 2017.
PCG LRCX ETP.PRC KMT CQP CNC VST ALL.PRB ALL.PRC ALL.PRA UAL ALL.PRF ALL.PRG ALL.PRD ALL.PRE NRGEO ALLY.PRA WPZ BSX HCA SYK AABA AMAT SUM UBS.PRDCL CSX BTUUQ CMCSK EEM VNTR BAC QQQ TMUSP TMUS LNG OC NRG BABA ALL ETP CZR GOOGL WMIH MHK TERP WFCNP MGM FB PAH AY TMO ETE CCV WDC WFC.PRL CCZ WFC.PRJ GOOG NVDA BAC WFC.PRT WFC.PRR HUN WFC.PRQ WFC.PRP AGN WFC.PRO UBS WFC.PRN AAPL WFC.PRY WFC.PRX WFC.PRW WFC.PRV LUV WFC WFC.WS WMIHP GJT XPO KNX CMCSA BTU VST.WSA BTU.PR ALLY MU CCV.CL VSTE URI DG UNH ULSGF BYD
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 05/15/2018. Please visit our Tracking John Paulson's Paulson & Co. Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2017.
SNI BGX DISCB VST DISCA TSU TWX AU DISCK ENL BGLF STAY SHPG VIAB HAWK AABA DST OSG.WI SSNC AEM INSW AGG SYMX AET DISC FOX TMUSP TMUS RGORF VRX BKD UTX GOLD BX 2840 TWC OGISD NSW OGSRW MDT BGB SGYP SES CZR OGSWW OGISZ XLGLF SCMP QCOM INSW.WI FOXA OGSBW ENDP NMRK NXPI XL CTL RRS GLD AULGF OSG VRX MYL AGN ODP EGN MON SGYPW HZNP OSGB DISH OVSPW CACQ COL GOLD OVSPA VST.WSA OAS T OVSPD VSTE MNK THM
Soros' 13F portfolio value increased from $4.37B to $6.16B this quarter. The number of positions increased from 196 to 219.
CRC VR ALLT TEVA AEO AET KWN.CL UTX CZR GPS CPV LIVN FG TIVO LH TMO CCV NXPI WFC.PRL NFLX CCZ WFC.PRJ GLIBA BAX VR.PRA EXR VR.PRB BAC WFC.PRT KW WFC.PRR VRX WFC.PRQ WFC.PRP WFC.PRO WFC.PRN SEDG CI CCI WFC.PRY WFC.PRX WFC.PRW WFC.PRV CBS LBRDB CACQ LBRDK JPM CCV.CL LBRDA PLAY LRCX DISCB XON DISCA TWX DISCK VICI EQT AMZN GM.WS.A AABA GM.WS.B GM.WS.C CMCSK DISC OSTK BAC QQQ TTWO LGF VRX CBS.WD TWC XLGLF GM.WSB WFCNP SIGM HAL CHDN XL KWN GM DIS WFC WFC.WS C CBS.A CMCSA ZAYO COL TGT T LGF.A LGF.B URBN SBAC
David Abrams’ 13F portfolio value increased this quarter from $2.97B to $3.19B. The number of positions remained steady at 20.
PCG ENT KMI.WS TWX HCP TEVA ENTWW UHAL KMI.PRA KMI AABA KMR AET CVB NRF.PRB NRF.PRA WU NRF.PRE NRF.PRD CLNS.PRJ NRF.PRC CLNS.PRI CLNS.PRH CLNS.PRG CLNS.PRE TWC CLNS.PRD CLNS.PRB NRF SPH WFCNP CLNY.PRA CLNY.PRB WFC.PRL WFC.PRJ GPI CLNY.PRC QCP WFC.PRT WFC.PRR WFC.PRQ WFC.PRP WFC.PRO WFC.PRN BEN WFC.PRY WFC.PRX CCO WFC.PRW WFC.PRV WFC BNED WFC.WS CLNS KERX WLTW OZM T ABG CLNY KMRFZ ORLY
2017-11-04 - Asif
Yahoo! Inc (now Altaba), together with its consolidated subsidiarie, is a guide to digital information discovery, focused on informing, connecting, and entertaining its users through its search, communications, and digital content products. By creating highly personalized experiences, the company help users discover the information that matters most to them around the world—on mobile or desktop. The company create value for advertisers with a streamlined, simple advertising technology that leverages Yahoo’s data, content, and technology to connect advertisers with their target audiences. Advertisers can build their businesses through advertising to targeted audiences on its online properties and services (“Yahoo Properties”) and a distribution network of third-party entities (“Affiliates”) who integrate its advertising offerings into their websites or other offerings (“Affiliate sites”). The company's revenue is generated principally from search and display advertising. Altaba is...
2018-07-17 - Asif
History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...
2018-07-17 - Asif
Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...
2018-07-16 - Asif
General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...
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|Altaba Inc. (formerly Yahoo)|
as of ET