US investors favored passive funds over active by a record margin in 2016 [Morningstar]
The best investment writings of 2016 [Meb Faber]
On 3G Capital and the Kraft Heinz merger [Fortune]
A chat with Daniel Kahneman [Collaborative Fund]
Lunch with Bill Gates [FT]
What is your edge? [Base Hit Investing]
On expected risk [A Wealth of Common Sense]
Simon Property Group fights to reinvent the shopping mall [Fortune]
Facebook: Inside Instagram's reinvention [Recode]
Amazon expands into ocean freight [WSJ]
A pitch on Bolloré [Greenwood Investors]
Trump team compiles infrastructure priority list [McClatchy]
New FCC chief wants to destroy net neutrality [CNBC]
The great A.I. awakening [NYTimes]
Summary of some of the latest tech products featured at CES [Learning By Shipping]
Americans use debit cards twice as much as credit [Marketwatch]
China's biggest messaging app is on a collision course with Apple [TechInAsia]
How Social Cash made WeChat the app for everything [Fast Company]
When the Chinese come out to shop [OliverWyman]
How Netflix lost big to Amazon in India [Backchannel]
The best and worst airlines of 2016 [WSJ]
Carlos Slim's profit margins are right where Mexico wants them [Bloomberg]
Reasons to buy bonds in 2017 [Peter Lazaroff]
Wednesday, January 25, 2017
What We're Reading ~ 1/25/17
Tuesday, July 15, 2014
Lone Pine Capital Starts Spirit Airlines Stake
Steve Mandel's hedge fund firm Lone Pine Capital has filed a 13G with the SEC on shares of Spirit Airlines (SAVE). Per the filing, Lone Pine now owns 6% of the company with over 4.3 million shares.
This is a brand new position for the hedge fund as they did not own any shares at the end of Q1. The filing was made due to activity on July 2nd.
You can view additional portfolio activity from Lone Pine here.
Wednesday, February 26, 2014
What We're Reading ~ Analytical Links 2/26/14
Excerpts from Warren Buffett's upcoming annual letter [Fortune]
A look at 2014's best online brokers [Stockbrokers]
On adapting as an investor [ReformedBroker]
Is value investing bred in the bone? [WSJ]
Don't fall in love with your stocks [Marketwatch]
On the MBA vs CFA debate [CNBC]
A pitch on Discovery Communications [SumZero]
American shoppers are making a giant shift to dollar stores [QZ]
Vodafone cable deals interest complicates possibility of AT&T deal [WSJ]
The internet is F'd [The Verge]
Social advertising economics [Morally Bankrupt]
On what Facebook's acquisition of Whatsapp really means [Benedict Evans]
A look at Spirit Airlines [NPR]
A conversation about young Wall Streeters [Dealbook]
Gross vs El-Erian: inside the showdown atop the world's biggest bond firm [WSJ]
