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James Li
Buffett's Market Indicator Identifies Undervalued Stock Markets for June
Markets around the globe surge as debt ceiling deal passes
Stocks:
BRK.A
BRK.B
8 hours ago
The City Letter
Buffett's Mistakes From Berkshire's First 25 Years
Investment lessons from the guru's letters to shareholders
Stocks:
AXP
BRK.A
BRK.B
10 hours ago
β β β β β
Margaret Moran
Jeremy Grantham's Firm Adds to Tech Bets in 1st Quarter
A look at GMO's top 1st-quarter portfolio updates
Stocks:
RUN
GOOGL
USB
AXP
DAR
12 hours ago
Yiannis Zourmpanos
Alphabet: Leveraging AI for a Long-Term Edge
The company is harnessing AI-powered ads, YouTube Shorts and a quantum computing partnership for growth
Stocks:
GOOG
GOOGL
SHOP
11 hours ago
Sydnee Gatewood
4 Transportation Stocks That Fit Benjamin Graham's Lost Formula
These companies may offer good value based on the guru's criteria
Stocks:
HTLD
HUBG
ARCB
MATX
14 hours ago
Steve Gray Booyens
What's Next for Lululemon?
Lululemon's stock surges as it strolls past earnings
Stocks:
LULU
13 hours ago
Stavros Georgiadis, CFA
Costco Executives Drop an Economic Bomb
Costco's top brass have warned consumer spending changes may lead to an economic recession
Stocks:
COST
14 hours ago
Ben Alaimo
Chuck Royce Loads Up on 3 Cyclical Small Caps in 1st Quarter
One of the guru's top buys was Intevac, a supplier of hard drive manufacturing equipment
Stocks:
IVAC
MHH
FTHM
15 hours ago
James Li
5 Tech Stocks That Fueled Nasdaq's Gain in May
US market finished May with gains as semiconductor and software stocks surge
Stocks:
NVDA
AVGO
AMD
NOW
SNPS
1 day ago
Yiannis Zourmpanos
Nvidia's AI Empire: Bearish Developments on the Bullish Prospects
AI-driven stock market hype resembles the dot-com bubble, with rapid overvaluations
Stocks:
NVDA
GOOG
META
MSFT
SMCI
1 day ago
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Dilantha De Silva
Salesforce: The Pullback Presents an Opportunity
The market was not impressed by its guidance
Stocks:
CRM
1 day ago
Sydnee Gatewood
Buffett's Berkshire Continues to Drill Into Occidental
Guru adds to stake in energy company as oil prices slide
Stocks:
OXY
BRK.A
BRK.B
CVX
VTS
1 day ago
The City Letter
Warren Buffett's Early Letters: 1989
Investment lessons from Berkshire Hathaway's letters to shareholders
Stocks:
KO
BRK.A
BRK.B
1 day ago
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Steve Gray Booyens
BHP Is at Risk on Lackluster Base Metals and Coal Prices
Struggling commodity prices are derailing BHP's growth prospects
Stocks:
BHP
1 day ago
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Ben Alaimo
Stanley Druckenmiller: Notes From the May 2023 Sohn Conference
Stanley Druckenmiller reveals his investment strategy for the recessionary environment
Stocks:
NVDA
MSFT
1 day ago
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Stavros Georgiadis, CFA
Skyline Champion: Strong Results, Attractive Valuation
The company had a strong 2023
Stocks:
SKY
1 day ago
Sydnee Gatewood
Jana Partners Exits Encompass Health, Adds to Fidelity Stake
Activist firm reveals 1st-quarter portfolio
Stocks:
FIS
SPY
MRCY
LH
FRPT
2 days ago
The City Letter
Warren Buffett's Early Letters: 1988
Investment lessons from Berkshire Hathaway's letters to shareholders
Stocks:
BRK.A
BRK.B
2 days ago
β β β β β
Margaret Moran
Akre Capital Slashes CarMax, Sells Alarm.com in 1st Quarter
The firm's latest portfolio update showed mostly minor changes
Stocks:
ADBE
MA
AMT
MCO
ALRM
2 days ago
Yiannis Zourmpanos
Taiwan Semiconductor: Navigating Geopolitical Uncertainty
The company is enduring risks from China and Buffett's exit, but there are some positives
Stocks:
TSM
NXPI
XTER:IFX
BRK.A
BRK.B
2 days ago
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