fbpx

STOCK MARKET NEWS AND ANALYSIS

Author

Andy Pai - page 35

Andy Pai has 210 articles published.

Expertise: financial modeling, mergers & acquisitions. Andy is also a founder at finbox.io, where he’s focused on building tools that make it faster and easier for investors to do investment research. Andy’s background is in investment banking where he led the analysis on over 50 board advisory engagements involving mergers and acquisitions, fairness opinions and solvency opinions. Some of his board advisory highlights: - Sears Holdings Corp.’s $620 mm spin-off via rights offering of Sears Outlet, Hometown Stores and Sears Hardware Stores. - Cerberus Capital Management’s $3.3 bn acquisition of SUPERVALU Inc.’s New Albertsons, Inc. assets. Andy can be reached at andy@finbox.io or at +1 (516) 778-6257.
INVESTING IDEAS

A Detailed Review Of Edgewood Management’s Stock Holdings

By Andy Pai

A review of Edgewood Management’s stock portfolio sheds light on the fund’s bold stock predictions. Its largest holding is a $1.6 billion bet on Visa Inc (NYSE: V). Edgewood Management’s Latest Form 13F Filing According to its website, Edgewood Management’s mission is to produce sustainable long-term performance investing in growth companies it deems to be of high… Keep Reading

INVESTING IDEAS

Golub Group’s 7 Largest Stock Purchases In Q4’17

By Andy Pai

Golub Group’s form 13F filed on February 12th highlights recent stocks purchases including Allergan plc. (NYSE: AGN), Expedia, Inc. (NasdaqGS: EXPE), and Flowserve Corporation (NYSE: FLS). Golub Group’s Latest Form 13F Filing According to Golub Group’s website, the investment firm focuses on buying quality investments that provide what Benjamin Graham calls “Margin of Safety” in order to limit risk. The firm… Keep Reading

INVESTING IDEAS

Here’s What ACR Alpine Capital Has Been Buying and Selling

By Andy Pai

ACR Alpine Capital Research LLC just released their quarterly 13F filing with the SEC. Here’s what the firm with more than $2.1 billion assets under management (Form ADV) has been up to. ACR Alpine Capital’s Largest Holdings On February 9th, ACR Alpine Capital filed their quarterly Form 13F regulatory filing and I reviewed the holdings in firm’s… Keep Reading

Placeholder
INVESTING IDEAS

Riverstone Purchased Only One Stock In Q4: USA Compression Partners

By Andy Pai

A review of the fund’s $2.6 billion portfolio and trading activity in Q4’17. Riverstone is an energy and power-focused private investment firm founded in 2000 by David M. Leuschen and Pierre F. Lapeyre, Jr. with approximately $37 billion of capital raised. However, discretionary assets under management (AUM) stands at only of $27.2 billion (Form ADV… Keep Reading

Placeholder
INVESTING IDEAS

KMG Chemicals’ Chairman Emeritus Is Dumping Shares Fast

By Andy Pai

The former CEO of KMG Chemicals sold $0.9 million worth of stock on Wednesday. Not notable at face value but we found huge amounts of insider activity when digging further. Insider Selling: KMG Chemicals David Hatcher, the for CEO and now Chairman Emeritus, sold 15,000 shares of KMG Chemicals, Inc. (NYSE: KMG) worth a total of $0.9 million on… Keep Reading

Placeholder
INVESTING IDEAS

Robert Half Insider Sells $11.5 Million Worth Of Stock

By Andy Pai

A Robert Half insider sold $4.2 million worth of stock on Monday. This transaction is notable considering the company’s shares are trading at a rich valuation after increasing 25.8% in the last six months. Insider Selling: Robert Half Paul Gentzkow, President and COO of Staffing Services, sold 74,753 shares of Robert Half (NYSE: RHI) worth a total of… Keep Reading

1 33 34 35
Go to Top