Showing posts with label WIN. Show all posts
Showing posts with label WIN. Show all posts

Monday, May 23, 2016

Steadfast Capital Files 13G on Windstream

Robert Pitts Jr.'s hedge fund firm Steadfast Capital has filed a 13G on Windstream (WIN).  Per the filing, Steadfast nows  5.1% of WIN with over 4.92 million shares.

The filing was made due to activity on May 9th and this is a newly disclosed long.

For more from this hedge fund, head to see what other stock Steadfast recently disclosed a stake in.

Per Yahoo Finance, Windstream "provides network communications and technology solutions for consumers, businesses, enterprise organizations, and carrier partners in the United States."


Wednesday, May 20, 2015

What We're Reading ~ 5/20/15

James Montier on the idolatry of interest rates [GMO]

Finding the limitations in your investment process [Wealth of Common Sense]

How the dollar store war was won [Fortune]

A dozen things learned about investing from Jean-Marie Eveillard [25iq]

Aerospace climbs into a supercycle [Investors]

Make fewer decisions [Above the Market]

Speaking the language of risk [NYTimes]

Numbers showing India has a ways to go to become the next China [WSJ]

A pitch on Flowserve [Seeking Alpha]

Why Barron's is misleading on Windstream [MicroFundy]

How aging millennials will affect technology consumption [WSJ]

Web usage doubles in a decade thanks to tablets/smartphones [zdnet]

Razor thin profits cutting into newspapers' chances at innovation [NiemanLab]

At Chobani, rocky road from startup status [WSJ]

Dolby hopes to lure movie fans back with theater of future [SFGate]

Debit card data theft via ATM on the rise [Pyments]


Wednesday, April 29, 2015

What We're Reading ~ 4/29/15


A book with a really cheesy title that supposedly 3G Capital hands out [Amazon]

More detailed notes from Charlie Munger's annual meeting part 1 & part 2 [Forbes]

A dozen things learned about investing from Peter Lynch [25iq]

The first rule of short selling is: don't talk about short selling [Dead Companies Walking]

Margin debt: a market indicator that predicts nothing [Bloomberg View]

The great bond conundrum [Economist]

Wang Jianlin - a billionaire at the intersection of business and power in China [NYTimes]

On China in Africa [Council on Foreign Relations]

Common biases that affect business decisions [HBR]

Jeff Bezos penned his annual letter [Amazon]

The biggest threat to your portfolio [Reformed Broker]

Examining Einhorn's latest investment: AerCap Holdings [Value and Opportunity]

A look at Windstream [J.Allen Capital]

The cable era is over [Bloomberg View]

A profile of billionaire banker Andy Beal [Bloomberg]

Homeownership rate falls to lowest since 1993 [HousingWire]

The slow death of the University [Chronicle]