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Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q4 2017 Update

3h seekingalpha
Stephen Mandel’s 13F portfolio value decreased from $20.57B to $19.16B. The number of positions increased from 30 to 31. (539-1)

Stocks To Watch: Investors Recharge After Soothing Fedspeak

2018-02-24 seekingalpha
Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. (2086-4)

Tracking Larry Robbins' Glenview Capital Management Portfolio - Q4 2017 Update

2018-02-24 seekingalpha
Glenview Capital Management's 13F portfolio value increased from $17.23B to $18.50B this quarter. The number of positions increased from 56 to 58. (853-1)

Latest Tech News and Headlines - Channel NewsAsia - Channel NewsAsia

2018-02-24 channelnewsasia
The National Rifle Association (NRA) on Friday honored the head of the Federal Communications Commission with a rifle after braving death threats and other opposition as he worked to undo the Obama administration's 2015 net neutrality rules. (120-0)

NRA honors U.S. FCC chair with rifle for repealing 'net neutrality'

2018-02-24 reuters
WASHINGTON (Reuters) - The National Rifle Association (NRA) on Friday honored the head of the Federal Communications Commission with a rifle after braving death threats and other opposition as he worked to undo the Obama administration’s 2015 net neutrality rules. (120-0)

Why Is Comcast (CMCSA) Down 7.9% Since its Last Earnings Report?

2018-02-23 zacks
It has been about a month since the last earnings report for Comcast Corporation (CMCSA - Free Report) . Shares have lost about 7.9% in that time frame, underperforming the market. (55-0)

Quantenna Update: Bull Thesis Validated With Q4 Results

2018-02-23 seekingalpha
The crucial tenet of our thesis has been validated as Quantenna reported that major customers have begun to deploy their Wave 3 products. (52-0)

Roku: Big Beat And A Bright Future

2018-02-23 seekingalpha
As of now, by user count, ROKU would be the third largest cable provider in the country behind just Comcast and AT&T. (285-3)

Will ‘Get Out’ win the Best Picture Oscar? - MarketWatch

2018-02-23 marketwatch
Horror satire “Get Out” was made for $4.5 million and has grossed $176 million domestically and $255 million worldwide, making it one of the most profitable films of the year. Released last February, the film was long considered a dark horse for awards season. (55-0)

A Positive Quarter In A Turnaround Story Leaves Pandora Playing A Nice Tune

2018-02-23 seekingalpha
Management is not giving specific full year 2018 guidance, and guided to a y/y decline in Q1 2018 in advertising revenue, offset by stronger subscription revenue. (69-1)

Latest Tech News and Headlines - Channel NewsAsia - Channel NewsAsia

2018-02-22 channelnewsasia
A coalition of 22 state attorneys general and the District of Columbia on Thursday refiled legal challenges intended to block the Trump administration's repeal of landmark rules designed to ensure a free and open internet from taking effect. (114-0)

Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q4 2017 Update

2018-02-22 seekingalpha
Wallace Weitz's 13F portfolio value decreased marginally from $2.43B to $2.40B. The number of positions decreased from 79 to 77. (668-1)

Groups refile lawsuits to block net neutrality reversal

2018-02-22 reuters
WASHINGTON (Reuters) - Web browser developer Mozilla Corp and video-sharing website Vimeo Inc said on Thursday they had refiled legal challenges intended to block the Trump administration’s repeal of landmark net neutrality rules from taking effect. (114-0)

Mozilla, Vimeo Sue FCC in Bid to Save Net Neutrality Rules - Bloomberg

2018-02-22 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. (55-0)

Roku Inc's Post-Earnings Plunge Is a Buy -- But Tread Carefully | InvestorPlace

2018-02-22 investorplace
Roku Inc’s (NASDAQ:ROKU) fourth-quarter report wasn’t popular with the market — but I liked it. With the Roku stock price off 22% in pre-market trading, ROKU looks more intriguing after the report. (234-3)


CUSIP: 20030N101