Archive for the 'footnotedPro' Category

We’ve made it through more Qs than we’d care to count and there’s some interesting trends that we’ve noticed after reading so many filings.

We’ve been tracking some interesting trends in the banking sector lately on the news of several recent deals and think it’s really just the tip of the iceberg. In this note, we look at seven smaller banks that could be next.

On this morning’s news that Wind River (WIND) was being acquired by Intel (INTC), we decided to go back and take a closer look at the filings. While hindsight is always 20-20, the results are pretty interesting.

While our usual take on 13Fs is that they’re mainly historical, we thought there were some interesting trends in the 13F that Blue Ridge Capital filed on Friday that warranted a closer look.

Following its first quarter earnings last week, we take a closer look at First American (FAF).