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Seth Klarman’s 13F portfolio value increased from $10.84B to $12.56B this quarter. Baupost Group increased Alphabet and Intel while reducing Fox Corp and dropping ViacomCBS. They also built small stakes in several SPACs. The portfolio continues to be heavily concentrated wi...
On May 17th, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q1 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of March 2021. Several common themes appear w...
Landmark Infrastructure Partners LP is a stock where we recently have taken a bullish bias. The stock got an indirect overture yesterday. We dissect the news and tell you our take. For further details see: Landmark: A Higher Bid Is Very Probable From Colony
Digital Colony Management affiliates Digital Colony, a subsidiary of Colony Capital (CLNY) to acquire Landmark Dividend (LMRK), a real estate and infrastructure acquisition and development company. LD owns among other things, 100% of the membership interests in the general partner of Lan...
Digital Colony Intends to Submit Acquisition Proposal for Landmark Infrastructure Partners LP Upon Completion of Sponsor Acquisition Digital Colony Management, LLC (“Digital Colony”), a leading global digital infrastructure investment firm, today announced that...
The market has been choppy on the surface, and downright turbulent below the waves. Dividend and interest payments are a form of irrevocable returns. We look at three picks with dividend hikes up to 20% this year already. For further details see: Market Volatility Got Yo...
Akre Capital Management portfolio value decreased marginally from $14.80B to $14.72B this quarter. They increased Adobe while almost eliminating Markel Corporation during the quarter. The top three positions are Mastercard, American Tower, and Moody’s, and they add up to ~3...
Overshadowed by concerns about rising inflation, a frenzy of real estate earnings reports over the last month has provided critical information on the state of the real estate industry. Results were better than expected across most major property sectors with roughly 80% of the 170 eq...
Data Center REITs - in synchrony with the broader technology sector - have woefully underperformed their more cyclical and value-oriented counterparts since late 2020 amid an ongoing "Reopening Rotation." Fundamentals were remarkably unaffected by the pandemic, but that's precisely th...
Image source: The Motley Fool. Colony Capital Inc (NYSE: CLNY) Q1 2021 Earnings Call May 7, 2021 , 8:00 p.m. ET Operator Continue reading For further details see: Colony Capital Inc (CLNY) Q1 2021 Earnings Call Transcript
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DigitalBridge Group Inc Cl A (NYSE:CLNY) traded at a new 52-week high today of $8.70. So far today approximately 6.9 million shares have been exchanged, as compared to an average 30-day volume of 3.7 million shares. Colony Capital Inc a global investment firm with a focus on identifying ...
DigitalBridge Group Inc Cl A (NYSE:CLNY) traded today at a new 52-week high of $8.70. So far today approximately 6.9 million shares have been exchanged, as compared to an average 30-day volume of 3.7 million shares. Over the past year, DigitalBridge Group Inc Cl A has traded in a range o...
Shares of DigitalBridge Group Inc Cl A (NYSE:CLNY) traded at a new 52-week high today of $8.70. Approximately 6.9 million shares have changed hands today, as compared to an average 30-day volume of 3.7 million shares. Colony Capital Inc a global investment firm with a focus on identifyin...