Today we're covering the current investment themes from Steve Mandel's hedge fund Lone Pine Capital.
*Update: excerpt removed per request by representatives of Lone Pine
In more recent portfolio activity, we've detailed how Lone Pine nearly doubled its SolarWinds (SWI) stake and has been buying the dip in VanceInfo Technologies (VIT).
Showing posts with label NTAP. Show all posts
Showing posts with label NTAP. Show all posts
Thursday, September 22, 2011
Lone Pine Capital's Current Investment Themes
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