Steve Mandel is the founder of Lone Pine Capital, a long/short equity money manager, which he started in 1997. Prior to founding LPC, Mr. Mandel was senior managing director and consumer analyst at Tiger Management Corporation (1990-1997), mass-market retailing analyst at Goldman, Sachs (1984-1990) and senior consultant at Mars and Company (1982-1984).
From 1997 to 2007, Steven Mandel of Lone Pine Capital averaged more than 25% a year with this fund. Mandel previously served as a senior managing director with Tiger management. This is the Q3 portfolio update of Lone Pine Capital. More...
(GuruFocus, August 31, 2009) Investment Guru Steve Mandel initiated a new position in Green Mountain Coffee Roasters Inc.(GMCR). GuruFocus data shows that on August 19, 2009, Steve Mandel bought 36,445 shares of GMCR at the price of $55.61 per share. More...
Steve Mandel, another hedge fund manager from Tiger Funds besides Lee Ainslie of Maverick Capital and John Griffin of Blue Ridge Capital, just reported his Q2 portfolio. He likes high quality blue chips. Steve Mandel owns 40 stocks with a total value of $7.4 billion. These are the details of the buys and sells. More...
The following is my analysis of the portfolio moves made by an eclectic group of funds. Data from Q4 2008, Q1 2009 and Q2 2009 is all presented together so that it is possible to see how these managers have navigated these treacherous markets. I kept it in Scribd format because Blogger and this many charts do not mix well. Enjoy! More...
(GuruFocus, June 20, 2009) Investment Guru Steve Mandel bought into meat processing company Smithfield Foods Inc. (SFD). GuruFocus Real Time Data shows that Steve Mandel bought 126,367 shares of SFD on June 9 at the price of $12.16 per share. This is a new holding for Steve Mandel. More...
(GuruFocus, June 12, 2009) Steve Mandel of Lone Pine Capital is seen very bullish in education company Strayer Education Inc (STRA). In the recent Ira Sohn Investment Research Conference, where 1,200 hedge fund executives heard presentations on investment and short-selling ideas, Mandel based his case because he thinks:
“The profitable, 100-year-old company has expanded rapidly since a private investor bought control and installed new management in 2001. Mandel told the audience that since then the company has grown to 60 campuses in 15 states and 45,000 students catering to working adults who seek bachelors' or masters' degrees.”
NEW YORK , May 28 (Reuters) - Some of the country's biggest and best-known hedge fund managers on Wednesday shared their best investment and short-selling ideas with an audience of some 1,200 hedge fund executives. The annual Ira Sohn Investment Research Conference raises millions of dollars for pediatric cancer research, but its high wattage speaker list also moves stocks. Last year Greenlight Capital's David Einhorn predicted that Lehman Brothers had more troubles than they had let on, four months before the investment bank filed for bankruptcy Event speakers this year included William Ackman of Pershing Square Capital Management; Kynikos Associates' James Chanos; Paul Singer of Elliott Management; Lee Hobson of Highside Capital; Mark Kingdon of Kingdon Capital Management; and Stephen Mandel, chief executive of Lone Pine Capital. More...
Mandel's Lone Pine Capital, one of the largest U.S. hedge fund firms, expects Strayer Education Inc (STRA.O), a for-profit company operating colleges for working adults, to expand eight-fold over the next decade. More...
The stock market seems to have only one direction these days. It takes more than conviction to buy as your portfolio sinks every day. Steve Mandel of Lone Pine Capital is buying more stocks. Some of them are doing very well. These are his buys and sells during the fourth quarter. More...
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